search icon

Electronic Document Management

Electronic Document Management

Electronic Document Management (EDM) is a practical and efficient way to deal with paper where we need to and to eliminate it wherever possible. The web-enabled EDM Solution comprises of a range of modules not only for storing documents electronically but also for generating and delivering documents electronically and for capturing email and paper documents. It is a comprehensive EDM solution, integrated tightly into the core of Sage X3, and also available to ‘external users’ for use outside of the Sage environment.

Benefits

  • Reduces the time taken to file and retrieve documents
  • Makes staff more productive
  • Reduces storage requirements for paper-based records
  • Eliminates printing and postage costs
  • Reduces environmental impact

Features

  • Automated Document Archiving: Documents generated by Sage X3 can be automatically deposited in the EDM repository
  • Secure Attachments: The Attachments feature allows files in shared folders to be linked to objects in Sage X3 links to the EDM repository—so documents are securely archived and available to all users
  • Automated documents by email or fax: Outbound documents and reports generated through Crystal Reports can be emailed or printed at the same time as being archived
  • Instant access to all documents for all users
  • Deposit client: Drag and Drop Filing from the Desktop
  • Scan station: Batch Scanning and Automated Indexing

Take an interactive product tour

Discover first-hand how Sage X3 can empower your company with a faster, more intuitive solution that’s tailored to work the way you do.