It's May. Now that the dust of tax season has settled, Spring is here and those piles of papers can no longer be ignored. Its time to declutter and one foolproof way to do so is adopting a paperless office or document management system for your Sage ERP Software like paperless office or doc-link by Altec. Want to know more? Take a quick glimpse into the paperless life.
A quality document management solution should do the following:
- Electronically capture documents;
- Allow access from any device;
- Streamline business processes using workflow
- Automate the output of files.
Capturing the document is the first and most important step. Document management systems allow for a broad spectrum of methods to capture files—scan, email, fax, barcode or OCR. These methods will capture documents that have been produced within your company as well as files originating from an outside source. Most document management solutions have the capability to immediately capture documents directly from your ERP software as well. Doc-link by Altec is one such solution.
Once a document is securely stored in the electronic repository, it can be:
- Searched for among thousands of stored documents
- Accessed from the web, smart phones or tablets
- Annotated by users*
- Shared by users*
*as long as the administrator has granted permissions.
The software will also keep track of the history of the document, noting all edits to each file.
An especially beneficial feature that document management allows for is the ability to drive a file through a workflow, providing greater visibility and removing bottlenecks.Automated reminders are sent, steps are tracked and responsible parties are notified when they need to contribute tasks. Maximum efficiency results.
The number of processes that are slowed down by documents is staggering. Take the approval process, often held up by a single signature needed on a document that got buried and forgotten under the clutter. With a paperless system, the process could be completed in minutes with digital review and an electronic approval stamp on a document that is then sent forward with the push of a button.
Lastly, document management software allows you to automate the delivery of documents to recipients outside your organization. For example, an AR invoice could be sent to a customer based on his or her preferred communication method (email, fax, etc.) and format (TIFF, PDF, XML file, etc.), making life easier for both parties.
Days, possibly even weeks, in time, resources and energy can be saved all while minimizing carbon footprint and decluttering. What more could a business want?
While the above is a very brief overview, attending one of the upcoming Altec Sage ERP Document Management webinars to improve your document management knowledge, sharpen your digital know-how and stay informed on any new resources available would be of great value as well.
Going Paperless with Sage ERP Document Management
Date: May 13, 2015
Time: 11 AM PST
Register Here
These sessions are great for employees at all levels. These webinars are targeted towards Sage ERP users who are considering any form of document management. Each session will only take 30 minutes of your time but will leave a lasting impression of value.
For more information on document management,
Please Contact Us Today!
