Integrating Virtual Cabinet with the software your company uses every day, enables easy storage and retrieval of documents directly from software that are already familiar to users. This is typically the ‘back office system’ that’s bespoke to your sector or specialism. Using our Virtual Integration tool we can literally integrate to anything, straight out of the box!
Sage is just one example:
Users click a button on the "client details" screen in Sage to access a list of documents held for any given client. The user then selects documents from the list to view, edit, email as an attachment or print.
Users can click a second new button on the same screen to store documents that are currently displayed on the screen. The user is then prompted to scan a document, select a file or a document previously stored in an in tray.
Additionally we have developed bespoke integrations for many leading software packages. All our integrations are designed for ease of use, enabling users to become more productive in a matter of minutes. Virtual Cabinet from Lindenhouse is already integrated with a wide number of back office systems, including those listed below.
- ACT!
- 1st Adviser Office
- Brooms
- CCL
- Dashboard Enterprises
- Drive
- electRa
- Goldmine
- Intellifio
- INVU
- Iris
- JCS
- MortgageStream
- Open GI platform
- Prestwood
- SageSPS
- Sage 50
- Salesforce
- Sirius Client
- TAM
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