Virtual Cabinet

Virtual Cabinet is a fully integrated document management system with full version control and audit trail functions.
Provide peace of mind for those wishing to destroy their paperwork and create a paperless office while adhering to standards for legal admissibility.

Virtual Cabinet is a secure document store with many additional search facilities enabling your document to be found more easily. It integrates fully with back office systems and has the ability to simply link all forms of electronic files back to the client record.

It provides routing facilities for scanned documents through user in trays, enabling distribution of scanned data around your organisation and has exclusive remote scanning facilities for those wishing to scan whilst using hosted or thin client solutions.

Document ScannerSimple Scanning

Virtual Cabinet scanning can be performed from high-speed production scanners or alternatively seamlessly linked in with your existing MFD. Redaction facilities allow information to be hidden if you want to protect areas of the document.

Document DistributionEfficient Post Distribution

Post routing to intrays allows fast audited distribution of daily documents. Documents can be dragged and dropped into other individual/group in trays and an additional “Sticky note” can be added for comments.

custom indexing structureFiling made easy!

Filing is achieved by simply dragging and dropping the files onto the correct filing cabinet/folder. Scans, emails and MS Office documents can be easily filed in a custom indexing structure created to suit your organisation. This structure defines the types of information you can associate with a document.

Easy SeachingInstant searching & retrieval

You can search for documentation in many different ways. You can simply search for a client file or combine the client file search with some further refining criteria e.g. Period End, but any of your document references are searchable.

These search results can also be displayed in thumbnail form ensuring easy identification of the document required: Even the content of the document is searchable.

Once selected, multiple documents can be viewed in our multi-format viewer so you can review a spreadsheet, word document and scanned image all one after another.

Easy searching straight from your Core business product

As well as searching straight from Virtual Cabinet, a search can be initiated directly whilst viewing the client record. This means instant access to the client file at the click of a button! Scanning and indexing from your core business applications are also part of this solution.

Email IntegrationAutomatic Email Filing

E-mails can be automatically filed into the client correspondence file in the Practice Management system. If an e-mail address is stored against the client record, any e-mail to or from that address will automatically file itself in the client correspondence file in Virtual Cabinet.

Virtual PrintingVirtual Printing

This provides the ability to capture printed documents automatically into Virtual Cabinet. Client related documents printed from the Practice Management System can be captured, imaged and stored direct onto the client file. So no need to print, scan and file; it’s all done for you. No more manual filing of emails.

Virtual Cabinet – Document Portal

 The Virtual Cabinet Portal is a cloud based mechanism for secure document publication, sign-off, sharing, distribution and workflow between companies and individuals

Fully integrated with your VirtualCabinet Document Management System, the Portal allows you to publish documents to clients, suppliers, partners and colleagues in a simple, secure and audited manner.