|
|
|
|
Label & Document Merge |
|
|
|
|
Brand New Document Merge Interface |
|
|
|
Clear Biz includes a powerful document editor program with a new interface that allows you
to merge any of your clients' information directly into document templates. Select multiple
clients at once and create personalized merge documents which can be saved as Microsoft
Word or PDF. |
|
|
|
You can setup all of your employees to have access to the same documents so everyone can
work with the same files. |
|
|
|
|
|
|
|
Merge Into Our Default Format or Into MS Word Document |
|
|
|
Can choose to use our document merge editor program called
Clear Biz Merge or switch to Microsoft Word’s merge program. |
|
|
|
|
|
|
|
Create and Print Labels and Reports Instantly |
|
|
|
You can quickly generate mailing and organizational labels based on any of the information fields
you have in Clear Biz. Our Label Wizard allows you to save your label designs and print them
in seconds for any of your clients. |
|
|
|
Clear Biz offers dozens of professional reports to streamline your office documentation. Easily
print address lists, detailed forms and summary reports. Tasks list can be created to show you
all the tasks that you need to perform in any specified time period. |
|
|
|
|