Integrations enable users to store and retrieve documents directly from the screens that are already familiar to them.

A good example of a basic integration is the Sage integration:

  • Users can click a new button on the client details screen in Sage to return a list of documents held for the client currently displayed on the screen. The user can then select documents from the list to view, edit, email it as an attachment, print it etc etc.
  • Users can click a second new button on the same screen to store documents for the client currently displayed on the screen. The user will then be prompted to scan a document, select a file or select a document that has been previously stored in an In Tray.

Other integrations are considerably more complex than this simple example but all integrations are designed for ease of use and users can become more productive with them in a matter of minutes.

Lindenhouse has developed integrations to all the applications shown below for both Invu and Virtual Cabinet.

Prestwood SagePrestwood Software1st - Adviser Office Dashboard EnterprisesQuay Software - Client Care Desktop Act!Open GICCL JCS Mortgage StreamGoldmine

Demonstrations of integrations can be provided on-line or at your office. Please contact us for details.