Documents
HQ offers a simple word processing facility enabling you to create, store, print, search and retrieve documents. Templates can be used to simplify the creation of standard documents such as Letters, Reports, Agendas, Faxes, Quotations, Memos, Minutes of meetings and more.
Editing tools such as bold, italic, underline, spell checking, font and background colour are included as you’d expect. You can also include tables, hyperlinks, bulleted items and images accessible from web location in your documents. And because documents are connected to HQ's database, Smart Tags can be included in documents that will be automatically replaced by the relevant information from the database (Names, Addresses and so on).
Template design
HQ also allows you to create templates for different documents to give a consistent look-and-feel to your communications. You can add logos, sign-off styles and ‘Smart Tags’ to automatically draw in contact details to you documents. There’s no need to retype information saving you more valuable time.
Shared access for all
All documents created in HQ can shared on the network so they are accessible by the whole team. They can also be ‘linked’ to a key contact, business or project making retrieval even easier using HQ Search.
Other document storage
You can also upload and store documents created outside HQ in the database. This could include spreadsheets, presentations or documents created before HQ was introduced.
Uploading these documents to HQ’s File Store means you to have all your key documents to hand in one area. They can be linked to a particular business, contact or project to add to the historical log of communication you have had.