
ArkWorks Helpful Tips
Use search keys to locate specific documents, in case you forget where you stored them.
The inbox function scans multiple documents at once and saves them into different client drawers. You can also set up multiple inboxes.
Did I email that document to my client? The audit trail displays functions that were performed on each document. Every action is recorded here.
I only want to keep this document for a year, but will I remember? The maturity date feature allows you to apply a maturity date to each document. When the maturity date is reached, ArkWorks will prompt you for action. 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..