Configuration Templates
CenterFile can be instantly configured for your industry or department.
- Choose a template below that matches your needs
- Download the template and drag it onto your CenterFile client
- Enter your users names
- You're ready to go!
(P.S. Whether you start from a template or not, you can always configure CenterFile to fit your needs exactly.)
Human Resources Department
Types of users: HR Manager, HR Administrator, Supervisor, Employee
Types of documents: Benefits, Compensation, Compliance, Employee Assistance, FML, Hiring and Separation, Performance, Policy
Configuration Template:hr.cfc (6 KB)
Quality Management Department
Types of users: Quality Manager, Process Owner, Record Owner, Employee
Types of documents: Quality Manual, Quality Procedure, Work Instruction, NCR, ECR, CAR, PAR
Configuration Template:quality.cfc (5 KB)
Accounts Payable
Types of users: AP Manager, AP Administrator, Purchasing, Shipping, Employee
Types of documents: Invoice, Packing Slip, Credit Memo, Expense Report, Purchase Order, Check, Receipt
Configuration Template:ap.cfc (6 KB)
Sales Department
Types of users: Order Entry, Sales Manager, Project Manager
Types of documents: Financial, Technical
Configuration Template:sales.cfc (5 KB)
Engineering Department
Types of users: Engineering Manager, Engineer, Document Control, Employee
Types of documents: Drawing, Customer Specification, Reference, Correspondence, ECR
Configuration Template:engineering.cfc (5 KB)
Real Estate Office
Types of users: Agent
Types of documents: Listing Agreement, MLS Listing, Offer, Counter Offer, Closing Documents
Configuration Template:real estate.cfc (6 KB)
Insurance Office
Types of users:Agent
Types of documents:Application, Quote, Other
Notes:Policy Types: Auto, Homeowners, Life, Disability, Renters, Long-term Care
Configuration Template:insurance.cfc (5 KB)
Education
Types of users:Administrator, Instructor, Advisor
Types of documents:Admissions, Disciplinary, Financial, Housing, Other, Report Card, Policy
Notes:Primary, Secondary or Post-secondary
Configuration Template:education.cfc (6 KB)
If you don't see a template for your department or industry, just ask, we probably have one. (support@salfordsoftware.com)
