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Overview
Contact Management
Correspondence Automation & Management
Group Communication Management
Greeting
Management
 Today
in the global market scenario, eSecretary correspondence management
features helped us in improvement of our marketing communication by
organizing marketing collateral
more effectively.
Mr. Iyer,
Secretary, V. M. Traders, Mumbai
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Template Management |
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Profiling of
Templates
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Each template
assigned with a Unique Template ID for quick reference.
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Each template can
be systematically tagged with additional properties like Subject
matter, category and detailed description.
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Building
Template Library
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Creates Templates
quickly based on existing document. |
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Comes with ready
to use templates(400) with facility of modification.
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Add Templates and
develop content from scratch. |
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Create new
template based on existing template. |
Use of Template
Library
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Always
prompts to select a template for document creation.
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Prompts to select
a template during mail merge and email merge to communicate to group
of people. |
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While creating
greeting messages, templates can be selected.
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A list of
templates can be created in Excel sheet and can be circulated to the
possible beneficiaries in the organization to promote the practice
of using templates. |
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Facilitates to
activate / deactivate certain template depending on day to day
requirement so that user gets list of current updated templates
only. |
Sharing of
Templates
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Templates are
always located at centralized location and hence can be used by
authorized user frequently. |
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Templates created
at one location can be shared with other remote locations branches
or business associates with import and export of the templates to
bring standardization in various document formats across the
organization. |
Quick Retrieval
of Templates
Look for specific
Template
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Facility of look
for a specific template based on template properties say Subject
Matter, Category of Template & Template Number.
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Beginning
characters & text search facility available on template properties.
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The Template
Register can be sorted by click of any header of the column.
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Advance Search
of Correspondence & Documents:
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Powerful advance
search facility for retrieval of documents with multiple criterias.
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Further Look for
specific of filtered criteria.
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