Document Store

For those organisations that want more control, security and efficiency than storing documents in network folders and sub-folders, and for those organisations that don’t want the expense of a third party dedicated document management system, the Microgen Document Store module provides an ideal solution.

Emails and Documents can quickly and easily be saved against relevant client or entity records in TrustQuay 5Series and security controls will ensure that only relevant staff have access.

Functionality includes:

  • Users can search for specific text within documents.
  • Electronic filing cabinets mirror paper filing systems to ensure a uniform approach.
  • Reading lists identify documents for pre-defined groups to read and powerful in document searches are available.
  • Document check in/out functions protect against multiple staff editing a document at the same time.
  • Simple bulk extraction of documents e.g. for audit purposes.

We’re now TrustQuay

Microgen has merged with Touchstone Wealth Management to become TrustQuay, the world-leading software provider to Corporate Services, Trust, Wealth and Fund Administrators.

Visit our new website to learn more about the combined business.

Continue on this site for detailed product information on 5Series.

Discover TrustQuay