Powerful Document Management
Directly with Microsoft Outlook
Leverage the power of Microsoft Outlook by
automatically inserting contact information from Outlook into UDA Documents.
Save time, improve accuracy and eliminate mistakes by accessing multiple contact folders, (i.e. Contacts, Suppliers, SubContractors and Clients)
and quickly selecting specific contact information, names, addresses and phone numbers to import directly into UDA Documents and Forms.
Insert Project & Company Information
UDA Document Management also provides the tools to automatically insert Project, Company and Financial information into UDA Documents including UDA Contracts, UDA Specifications, UDA Financing and UDA Estimating Purchase Orders and Materials Lists.
3. Save Time
& Eliminate Mistakes
Repetitive and duplicate entry of data is a leading cause of embarrassing or critical mistakes in documents. By integrating directly with Microsoft Outlook, UDA Document Management provides a seamless solution to access and insert
contact information including clients, subcontractors, suppliers and others without the added time and risks of typos.
If you're working on 1 or 100 projects, you need tools that you or your staff can quickly and easily master to become effective. Tools that can add efficiency and quality to your business.
UDA Document Management has been designed to quickly automate dozens of advanced features needed for professional document customizing, sharing and publishing and to eliminate the frustration of entering names, addresses and company information into your contracts, forms, purchase orders, etc...
5. Options &
UDA Automated Documents provide over 20
advanced features including the options to automatically insert Custom Letterhead Graphics and Company/ Project Information on open, plus the setting of Tasks and Reminders on the save or close of a document.
Protection & Security
Protect your critical documents from prying eyes. We all know that many Documents are not meant to be distributed
throughout the office or accidently/maliciously made available to others. UDA Document Management provides the security of Password Protection on an individual file name level to help control the ability to open protected documents and keep you in control of your business information.
7. Never miss a Deadline -
Set Tasks & Reminders
Successful Construction Professionals are expected to juggle dozens of tasks for multiple projects, simultaneously without breaking a sweat.
UDA Document Management provides specific document and project management tools for construction to automate the setting of both Tasks and Schedule Reminders in Microsoft Outlook to gently refresh your memory when the time is right.
These Task and Reminder features can be set automatically on the save or close of a document.
8. Select from Multiple Paper Sizes
Based upon feedback from thousands of clients, UDA Document Management also includes the ability to select alternate paper sizes, automatically reformat the entire document and quickly check layout options. Who said that too many choices are a bad thing?
Better Project Management requires better use of information. By seamlessly integrating with Microsoft Outlook and Office, UDA Document Management provides a powerful set of tools to extend the features of Microsoft Office for Construction Professionals.
Most projects require multiple levels of revisions, including initial proposals, revised contracts, specifications, allowances and finish selections. Typically a custom project will have 2 sets of revisions before a final set of documents is completed.
To help sort out this potential confusion, UDA Document Management now includes what attorneys have been using for years, Custom Watermarks.
In it's most common form, a "DRAFT" Watermark signifies that a document is not finalized. UDA has included a comprehensive set of watermarks including Draft, Copy, Do Not Copy, Pending Review, etc.. plus the ability to create custom watermarks that can be
inserted to reference back to a specific revision, person or related event. And because these tools are included in UDA Document Management you can quickly access these powerful features.
11. Create your Own
Custom Automated Documents
UDA Construction Docs is an included set of advanced features that provides the tools to create your own custom documents with full automation capabilities.
Need to create new custom documents with time-saving automation features that help improve your company's procedures? UDA Document Management includes UDA Construction Docs, a specific set of tools designed to
let you build your own custom documents, checklists, follow-up letters, etc. that incorporate the full set of UDA Document Management tools.
12. Automated Memos, Fax Cover Sheets and More!
Every Office needs better tools to customize, share and publish important documents.
In addition to a comprehensive library of UDA Construction Contracts and Forms*, UDA Document Management also includes fully automated Memos, Fax Cover Sheets and Envelopes designed
to quickly produce professional documentation, save time and save money. *(Included in UDA ConstructionOffice project management and construction estimating software, UDA Contracts, etc...)
UDA Specifications adds teeth to your agreements.