Tracking paper documents can be costly and hard to do
If you’re like today’s average office worker, you probably deal with a great deal of paper – coming in, going out, passing through your organization – every day.
Effectively tracking those various documents is both costly and hard to do. What happens when the invoice you leave on a coworker’s desk gets buried under other files?
Even when documents are scanned to a file share, data is difficult to find: perhaps a coworker hasn’t followed proper naming conventions or saved in the correct folder, leaving you at a disadvantage when a customer calls asking for previous order information.
The need to manage data is widespread, spanning all industries and departments – but it doesn’t have to be a struggle.
Integrated Document Management Software
With document management software integrated to your Sage solution, you will have greater control and visibility of the data so critical to your business.
Accounting, for instance, will be able to minimize data entry (thus reducing the risk of human error), have greater visibility, and manage invoice approvals by leveraging existing data in Sage. Accounts Receivable can automate quick invoice delivery in any format the recipient wants. The software can pull together related documents too, delivering customer PO and delivery receipt along with the invoice.
Chief Financial Officers can utilize a document management solution to manage compliance and risk while Chief Information Officers can rest assured that company data is secure – as specific rights can be granted to specific users (filtered through any values you choose such as company name, department, document type, etc.). A document management solution will store file
histories as well, enabling organizations to see who has accessed files and how.
If you are considering better ways to manage your data enterprise-wide, ask DWD Tech about DocLink by Altec!
With a solution like DocLink, you will be able to capture and index documents in all shapes and forms from anywhere (even your phone); search for and retrieve those documents from any device; utilize configurable automated workflow to improve your business processes; automate the output of documents; and create configurable forms.