SAGE ERP DOCUMENT MANAGEMENT

Document Management

Features & Functionality

  • Secure Document Storage – Track, store (any type file or format) and access documents anywhere, anytime, from any device.
  • AP Integration – Simplify the matching process for purchasing invoices and the approval/coding of supplier invoices while still making those documents available from within Sage as well. Also, streamline associated processes like the approval and coding of monthly credit card statements and expense reports.
  • Workflow– Streamline any review and approval process, including AP.
  • Simplified Document Capture – Documents come in different formats and from lots of different sources. Capture documents from Sage simply by printing them to DocLink. DocLink also captures emails, scanned documents, faxes, barcodes, XML files and file uploads from DocLink’s mobile app. And OCR can be used to automate the capture of data from these documents.
  • Smart Forms – Configure your own DocLink windows for processing and approving your documents, or to create new documents (like expense reports, new vendor requests, check request, purchase order requisitions, etc.).
  • Mobile Access – Allow your team to securely access, approve, and capture documents instantly on their mobile devices. Searching for documents on a phone or tablet has never been easier.
  • Automated Delivery – Schedule and automatically distribute documents to your customers and suppliers. DocLink can even find any supporting documents and include them using the preferred delivery method.

READY TO GET STARTED

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