Electronic document management system features
ARKWORKS DELIVERS THE BEST DOCUMENT MANAGEMENT FEATURES
These, and other ArkWorks features, will enhance the way you do business and make document management easy and efficient.
Add notes to files for quick and easy reference.
For documents stored in ArkWorks in their native format, you have the ability to "check out" the document and edit in it its native application (i.e., Word, Excel, etc.)
ArkWorks' flexible filing system allows you to organize documents according to your own unique method.
Quickly locate documents by name, SSN/EIN, document type, date, address or customizable search keys. Reduce the amount of time it takes to find old documents by archiving them in ArkWork. User the Drawer Index Tab to navigate your way to a document.
If browsing for a document is not fast enough, click the Search tab. Enter the search terms and click Go. The resulting list will display all documents matching the search term.
ArkWorks comes equipped with the ability to easily email archived documents, further streamlining your paperless office.
Can't remember if you made changes to a file? Track changes made to files with extensive audit trails.
ArkWorks has a sophisticated security system that compresses and secures files with a 128-bit encrypted password. Select from four predefined security groups or customize your own. Our audit trail feature adds an additional layer of security.
Integration with TaxWorks and 1040Works
The ArkWorks program is fully integrateable with TaxWorks and 1040Works professional tax preparation software packages.
PDF annotations and highlights
ArkWorks allows you to digitally highlight, attach sticky notes or write directly on the document. Use the Edit and Annotate tool to add notes or details to any PDF file in ArkWorks. A variety of colors allows multiple editors, and blackouts or whiteouts prevents prying eyes from accessing sensitive data. Annotations can be displayed or hidden when printing or emailing documents.
A built in recycle bin safeguards you from permanently deleting files.
It is critical to determine how long to keep, or retain, a document. ArkWorks manages retention by applying a maturity date to each document. When the document's maturity date is reached, ArkWorks will prompt you for action. Choose to delete the document, assign a new maturity date, remove the maturity date or burn the document to a CD for permanent archival. Set automatic reminder periods so you can deal with mature documents when it is convenient.
