What is Docutriever?
» Overview» File cabinet
» Message System
» Bulletin Board System (BBS)
» Personal Organizer
» Account Management
Personal Organizer
Docutriever's personal organizer feature provides you with a set of tools to assist you in organizing yor personal data. A contact list and a distribution list are the two currently available modules.
The contact list organizes the contact information of people you would like to keep in touch with. This is the ideal place for you to keep contact info for sales reps, vendors, clients, or anyone that you may need to contact. The contacts module is like a virtual Roladex.
The distribution list module allows you to organize your contacts into groups. This is helpful because, if you find yourself constantly having to send messages to the same people, you can create a distribution list with those people in it. Then, in the future, you only have to send your message once, to one location. The distribution list module does the work of sending a copy of your message to each, individual recipient for you. The people in your distribution lists can be group members, members of other groups, or even people that are outside of the Docutriever server. The contacts in the distribution list are based on the contacts found in your contact list. So, in order to be able to select someone to appear on a distribution list, they must also be in your contacts list.
For more information on using the personal organizer, please follow the guided tours.