File Management Tools - Example Case Files

Many professionals produce a significant number of files for cases, such as real estate agents, medical professionals, insurance agents, and many others. The Market Toolkit file manager is perfect for transactional storage.

Case File Storage

Consider the following activities:

  1. Set up a folder for each client or transaction
  2. Leave the folder status open
  3. Add and revise files until the transaction is complete
  4. Close the folder and transaction

Files you may add to a case:

  1. Word processing documents
  2. Spreadsheets
  3. Presentations
  4. PDF documents
  5. Financial records
  6. Reports

Our example here is simple and specific to one application. This online cloud software can be used for nearly any industry and for nearly any process with many users and participants.

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