moving forward – the beginning of volume two

Thomas Lam, IT Manager

Next few months or so will be really exciting time for all Cleardocs staff members. There is going to be all kind of integration activities between Thomson Reuters (TR) Australia and Cleardocs, such as back office systems, branding, IT, marketing, sales, to name a few. On top of that we’ll be moving into Thomson Reuters Melbourne office very soon.

Meanwhile Cleardocs IT team is working closely with TR integration team on items including:

1. Further strengthening of security around data storage and transmission;
2. Enhance Cleardocs site scalability with load balancing, etc;
3. Integrate with various TR sites and systems in various ways;
4. Apply industry best practices in software development lifecycle (SDLC);
5. Devote extra resources in development and testing;
6. And many other things;

So stay tune for updates in the next many weeks. Thank you.

knowing your session timed out - the friendly (Cleardocs) way

Thomas Lam, IT Manager
Most web sites will automatically log users out if idle for a period of time – ranging from 5 (bank sites) to 30 minutes. And we often knew our sessions timeout the painful way – submitting (and loosing) your un-submitted form data only then get redirected to a login page.
At Cleardocs, these pains are now things in the past! We have recently implement a session checker for all our product forms. If you try to submit your product form data after your session expired, our session checker will pop up a login prompt. You could then login again to stay logged onto Cleardocs and more importantly, submit your unsaved answers to Cleardocs site.  

Figure 1 – Login prompt provided by our product forms session checker.

Search your clients legal documents in seconds, not hours!

Thomas Lam, IT Manager


Have you ever tried to look for an DIY fund deed documents, etc you prepared many years ago for your clients and all you know is just the first name of one of the trustees?

The old way – ouch!

You probably have done this many times before – browsing through piles of client legal documents, sometimes with hints of when the documents were created (By the way these hints could be wrong too!). How frustrating and unproductive! And you probably cannot charge your client the time you spent on looking for these documents too.

The new way – search

Apart from best companies, trusts, SMSFs and HR legal documents, Cleardocs provides document management services to our users as part of the “Cleardocs Experience”.
As you may already know, most of our document management services are provided through “My documents” page. Recently our IT team added search box (circled in green in the diagram below) that allows our users to search answers of each document created with Cleardocs.



You could combine the search with any dropdown on the above toolbar. For example, you could do a search like “Completed” “HR Policies and Procedures Manual” created “Any time” with the word “Matt” in the answers. Click the “GO” button and our system will shows you all relevant documents in a second or two!

We hope this new search box will saves you times for more productive work.