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Document Management

Easily create, store and find documents

The HubOne OnePractice™ tools integrate with Microsoft 365 to provide a comprehensive and seamless document management solution designed to increase collaboration and connect with your practice management solutions.​

What's more, it can connect with common practice management tools for greater collaboration and reduce the needs of moving between programs to find client information. ​

Designed specifically for financial organisations, our clients enjoy an unparalleled document management solution that easily creates and stores documents, with intelligent search functions. ​

Create documents

OnePractice™ enhances the rich document creation facilities in Office 365 (Word and Excel templates) by bringing data from your practice management system into the document creation process.

 

We’ve simplified the creation and use of templates meaning your team can create their own or access company approved templates. This ultimately allows them to produce documents faster than ever before.

 

In addition, your team can use OnePractice to create emails from templates too, either in a browser or using Outlook on the desktop.

Your documents stay in your environment

Having a comprehensive solution for storing documents is really important to the success of the modern financial services firm.

 

OnePractice™ coupled with the enterprise features of Microsoft 365 including Data Leakage Prevention and Version Control, gives you the ability to add metadata to files to allow for the automatic filing of incoming emails, attachments and physical paper.

 

You can finally rest assured knowing your data is safe, stored properly and does not leave your environment.

Find documents

How many times have you looked for a misfiled document only to either wait for hours for an entire system search or to never find it?

 

With OnePractice, this is a thing of the past. Leveraging Microsoft 365 Search, documents can be found instantly. From there, the document can be worked on, downloaded or sent to a client.

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Enhance the platform by:

  • Attaching metadata to documents for greater and more accurate search results.

  • Integrating tools such as DocuSign for e-signing.

  • Using Microsoft Flow™ to send notifications based on your search criteria or document updates etc. 

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