Technical

Yes. This can be done either via a USB (memory stick); where you can make a read-only copy of selected client files to take away with you, or via the web portal; which provides real-time, live access to data (an internet connection is required).

There are two options available, both of which are free of charge: The first option is to use the database ‘Dump’ option found in the system setup. This will produce a series of folders, one for each file/client containing all their documents in whatever format they were originally stored in, such as TIFF, JPEG, Word, Excel, [...]