A Cost Effective & Easy Way to Manage Future Tasks, People & Documents

DocMinder allows you to manage your people, documents and tasks via your existing e-mail system.

DocMinder users can easily set up a standalone task or reminder or attach a task or reminder to a document.  They simply right mouse click on the document, identify the elements within the document that they would like their staff, client, and/or vendor to action or be alerted about in the future and then confirm who is to be notified; what they are to be notified about, and when the notification should occur.

To receive notifications a user needs only an e-mail address and an understanding of email.  There is no license fee for users that only receive notifications.  They can forward or reply back to the individual managing the process as to the status of the task.

On the correct day the document is emailed to the correct person for action. Prior notification e-mails and past due warnings with escalation can be sent, as required. The upcoming reminder can appear in your Outlook calendar and a special filtered DocMinder calendar that can act as an easy to use dash board for management of all tasks.

Your DocMinder calendar can default to your uncompleted work or with proper security you can filter on other departments, users, etc. The same information can appear in your Outlook Calendar. Uncompleted Reminders Reports can be sorted by date range, individual, dept, client, matter, custom fields, etc. By double clicking on the calendar task the full details about the task appear and the document can be retrieved.

Filtered Calendar of Reminders view what documents need action and by whom, with security

Task responsibilities can effortlessly be transferred, permanently or temporarily, e.g. if someone is sick or on holiday, or in the event that someone leaves the company all of their outstanding tasks can be quickly and simply reassigned to another member of staff.

DocMinder will also log a complete audit trail of task activity to ensure proper handling.  DocMinder's audit trails can help minimise the potential dangers associated with missing the critical dates related to: court dates, contract milestones, contract options, evergreen clauses, litigation, claims, intellectual property, regulatory compliance, insurance policies, employee benefits and warranties.

Comprehensive reports can be generated to manage the assignments.  These can be displayed by uncompleted and completed work for compliance.  They can also be sorted by individual, date range, type and many other ways.  Once the proper data is displayed, the user can drill down to the individual tickler and specific document in question.  These reports can be output to Microsoft Excel.

	Who Will Benefit from DocMinder? Law Firms / Corporate Legal Conveyancers & Property Managers Insurance Intellectual Property Managers Purchasing & Contract Managers Risk Managers Construction Estate Managers Facilities Managers Accountants and Auditors Ideal Applications for DocMinder: Contract date renewals and milestones. Litigation dates, tasks, filings and requirements. Regulatory compliance (e.g. Sarbanes Oxley). Review of maintenance and/or warranty contracts. Lease and real estate transactions. Insurance policy management. Claims management. Patent, trademark and copyright management. Correspondence management. Human resource updates (employee review, benefit reminders).

More DocMinder Features:

• One-click-access to a list of events associated with a specific contract or document.  Add new events or review future actions.
• The correct contract / document is attached to an e-mail and automatically sent to recipient(s) at an assigned future date along with the approved forms and / or a check-list of follow-up actions that need to be taken.
• Recipients can produce a calendar view of all up-coming actions they need to perform. Management can view all actions that are due for their department.
• Reminders are color-coded so everyone can easily see who needs to do what activity, with which document, by what date.
• Audit trails are provided to ensure staff has completed all of the required tasks.