Client Files

Long gone are the days of bulging file folders stuffed into a storage cabinet somewhere in Sub-Basement A. The world has turned digital, and with the Allbase Suite, so can you.

Organization

The Allbase Suite allows you to manage files on a per-client (Client Files), per-employee (Personal Files), or systemwide (Public Files) basis. Client files are organized in a convenient tab under each client, allowing you to quickly find the information you need.

Security

Like everything in the Allbase Suite, client files are locked down for your security. The permissions system allows you to limit employees to only be able to see files for their own clients. Beyond that, access control lists allow you to further customize permissions on a per-user basis.

Snapshots

One of the most useful features of the Allbase Suite is the powerful snapshot functionality. Differential snapshots are taken of each version of a file you upload, allowing you to trace all changes through its history. This unique features acts as both a backup and as a form of version control.

Synchronization

In addition to being able to synchronize appointment and contact information, the Allbase Suite Synchronizer also allows you to mirror client files.

Make a change on your local machine and have it automatically uploaded to the client in Allbase. Likewise, whenever a client's files are changed, they can be downloaded straight to your computer. All file transfers are compressed and encrypted for speed and security.

Client Access