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
