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Making the web work for
professional financial advisers

Add-on Categories:

Website Features

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Document Manager

Document Manager Screenshot

Document Manager enables you to easily upload your own documents direct to your website at any time!

Features

Through the Website Manager feature you can access Document Manager to select a document from your PC or network – whether in Word, Excel, Powerpoint or pdf. You simply follow the on-line steps to creating the link, select your document from your PC, and upload it.

You can either upload a few links to a designated area of your Home page, or provide a link to a whole new page containing all the links to your documents. We include this feature as standard in all our templated packages to enable you to add your IDDs, ToBs etc whenever they are updated.

Once you have added a new document you have the option to broadcast an e-mail to all clients registered through your website, telling them about the item and giving them a link direct to the page to access the file.

You can also add in extra pages on which to display different sets of links for an additional fee.

The module allows for up to 20MB of storage space, but you can buy additional space if required.

Because this module links in with other modules contained with our websites, it is only available to Advisers who have a website through IFA Systems.

Benefits

  • Easy to use
  • Provide access to documents via website
  • Saves time and postage costs
  • Your website looks more professional

Pricing

The cost of the each additional module is £50 + VAT, and additional space can be arranged for £1 + VAT per 10MB pm.

To order your Document Manager feature either click on the Order button on the left, or call us to discuss your requirements on more detail.

 

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