Save-to-SearchExpress menu item in Outlook Email, Microsoft Word and Excel menus lets you save documents to the SearchExpress document repository while you are in Outlook, Word or Excel.

You can save documents to SearchExpress and also add index fields, such as invoice number, patient name, or client/matter number, while you are in Outlook, Word or Excel.

SearchExpress will default certain index fields for you. For example, if you are in Outlook, SearchExpress will add the From, To, Subject and Date of the email as index fields.

You can specify the documents be stored in SearchExpress in native format, e.g., Word, or that the documents be stored in SearchExpress as unalterable PDF or TIFF images.

For more information on SearchExpress Document Management software, please call us at (205) 985-7686 or click here for more information. Our email address is SxSales@searchexpress.com.