OfficeClip Applications

Contents

• Contact Manager Features
• Timesheet and Expense Features
• Issue Tracker Features
• General OfficeClip Features
• Group Calendar Features
• Document Sharing Features
• Customization and Programming Interfaces
• Free Edition Information

Contact Manager Features
Feature	Enterprise Edition	Professional Edition	Free Edition
Manage Contacts and Customers Provides you the ability to Track Contacts, Leads, Opportunities and related activities like events, tasks etc.
Track Related Activities Track Appointments, Tasks, Emails, Issues, Opportunities and Campaigns along with each contacts
Attach Documents
Track Opportunities
Customer Portal Share Contact Reports with your partners, customers or service providers
Create and Send Invoices to Customers
Capture Leads via website
Create Customized Reports
Create Unlimited Custom Fields Allows you user-defined fields in the form of text, pick lists, numbers, currency and so on that can be added to contacts. Free Edition can support one custom field
Send Campaign Emails
Track Contact History
Remove Duplicates Entries
Track Relationships Allows you to track relationships between any objects. For example, you can assign a Contact as an Agent of another Contact or you can assign a Contact as a Broker of an Account.
Accept Online Payments for Invoices Accept customer payments via credit card, paypal, Google Checkout etc.
Create User-Defined Rules Rules can automatically change Contact permission based on certain fields. For example, a rule can be defined such as: When a Contact in entered for State 'Georgia', allow only users with role 'Georgia Agents' to see the Contact.
MS Word Add-In for Mail Merge
MS Outlook Add-In Synchronizes contacts, appointments, tasks and notes with MS Outlook. You can select a different outlook folder so as to keep your private data separate
Maximum Contacts (Hosted only) These are the limits for the Hosted Version of OfficeClip. There is no limit for the Installed Version	25,000	10,000	500

Timesheet and Expense Features
Feature	Enterprise Edition	Professional Edition	Free Edition
Manage Timesheet and Expenses Allows employee based or project based timesheets and Expenses
Manage Multiple Projects
Share Reports Share Timesheet and Expense Reports with your partners, customers or service providers
Track Missing Timesheets
Manage Foreign Currency
Allow Automated Approvals Allows automated routing of Timesheet and Expenses for approvals
Track History Keep track of all the activities done on the Timesheet and Expense for Audits.
Create Customized Reports Allows customizable reports to be accessed, customized, scheduled and exported to various formats. *Note: Free Edition only allows on-demand pre-defined reports.
Attach Documents & Receipts
Calculate Mileage Calculate mileage amount for expenses based on the mileage rules.
Track Reimbursements
Manage DCAA Compliance Additional Audits and Compliance module for accurately tracking government projects
Show Time Off Calendar Shows the time off calendar to all users of your organization. Helps everyone to know where everyone else is!
Manage Time Off Accruals Allows tracking of Paid Time Off Accruals over a period of time
Create Timesheet Rules Forces organization rules to to be followed during Timesheet submission. For example, you can set a rule that says 'If the Total Time in a week is less than 40 hours, Show a warning to the user'
QuickBooks & Peachtree Interface
Offline Timesheet & Expenses Access Timesheet and Expense offline

Issue Tracker Features
Feature	Description	Professional Edition	Free Edition
Color Coding	Issues can have differing color and style (e.g. bold, italics etc.) to easily view distinguish different issue types.
Quick Search	Quick Search feature allows searching for information across any or all fields.
Capture Issues	Capture Issues via web form.
Create Knowledge Base	Create a Knowledge Base and publish to your website.
Share Reports	Share Contact Reports with your partners, customers or service providers
Templates	A Binder contains a collection of Issues. Various binder templates are available in the system e.g. Bug Tracking Binder, Sales Tracking Binder etc.
Attach Notes	Attach multiple Notes with issues. This helps in tracking conversations based on a particular issue.
User-defined Fields	Unlimited user-defined fields in the form of text, pick lists, numbers etc. and so on can be added to issues. *Note: Free Edition allows one (1) user-defined field.
Customizable Reports	Allows customizable reports to be accessed, customized, scheduled and exported to various formats. *Note: Free Edition only allows on-demand pre-defined reports.
Attach Documents	Attach documents like screenshots to issues.
Notification Rules	Creates email notification when certain events occur. For example, you can create a rule such as "If the issue is assigned to somebody send an email to the person".
Escalation Rules	Creates Escalation Rules based on certain time driven events. For example, you can create a rule such as "If an Issue is Open and not Modified within Seven (7) days then make the issue critical and send an email to the Administrator".

Administrative Capabilities
Feature	Enterprise Edition	Professional Edition	Free Edition
Delegated Authentication Authentication is seamlessly delegated to an external system, like Active Directory or LDAP. *Note: This feature is only available in the Installable Version of OfficeClip
Manage Applications Allows hiding applications that are not used by your organization
Roles and Privileges Administrators can use roles to control member privileges for creating and editing various objects (e.g. events, documents, contacts etc.)
Manage Email Templates Allows editing of Email Templates to send customized and data-merged emails to users and customers. Note: Free Edition appends a 'Powered by OfficeClip' text to the end of all emails.
SMS Messaging Allows Text Messaging to Mobile phone and devices

Group Calendar Features
Feature	Description	Professional Edition	Free Edition
Recurring Events	Allows creation of recurring events.
Event Types	Provides personal, group and meeting views of event types.
Calendar Views	Easily switch between daily, weekly, monthly and yearly views, which enables users to "zoom in/zoom out" of calendar views.
Task Tracking	Tracks private and group tasks.
Comprehensive Planner	Planner ensures necessary persons and resources (projectors, rooms, etc.) are available for arranged meetings.
Non Users	External users can be invited to events or meetings.
Attach Documents	Files and URLs can be attached to events
Drag and Drop	Drag and drop Events to another location on the calendar.
Proxy Enabled	Members can proxy others to manage their meetings - a perfect feature for assistants managing busy executive schedules
Publish to Website	Allows the event calendar to be published to a website
External Requests	Appointment requests can be made from the externally-published calendar.
Outlook Interface	Synchronize with Microsoft Outlook using the outlook add-in.

Document Sharing Features
Feature	Description	Professional Edition	Free Edition
Easy Retrieval	Uploaded documents are securely stored on the server for easy retrieval.
Attachments	Document can be attached to many applications, including the Web Contact Manager and Web Group Calendar.
Bulk Upload	Folders can be bulk uploaded to the OfficeClip Server.
Lock and Unlock	For safeguard, documents can be locked against accidental overwrite or deletion.
Sharing Documents	Documents can be shared with external users
Change History	Detailed change history of the document is stored. This allows you to see who has accessed the document.
Document Versions	Multiple versions of the same document can be stored and accessed

Customization and Programming Interface
Feature	Enterprise Edition	Professional Edition	Free Edition
Profiles User and Group profiles can be created to customize individual settings
Site Customization Site wide customization can be done by editing xml files for interface customizations and integration with other applications. Note: This is only available for Installed Version.
Web Services API Use Xml-based Web Services API to communicate with the OfficeClip Server.

Free Edition Information

• User Limit - 2 users with access to all OfficeClip applications (Premium Suite).
• Time Limit - There is *no* time limit. Use it for as long as you like and pay nothing. You can conveniently upgrade to Professional or Unlimited Edition. Free Hosted Version accounts that are not used for 60 consecutive days are subject to removal to make space for other users.
• Space Limit - There is *No* space limitations for the Free Installable Version. For the Hosted Version, the document space is limited to 15 MB and the database space is limited 1000 elements of any type.
• Advertisements - We like you to use OfficeClip Free Edition in your professional environment so we do *not* show any advertisements.

Free OfficeClip Suite Details