Watch this on-demand webinar for a product tour of InstaDocs: the first and only embedded document management solution designed for Sage 100.
This unique document storage solution allows electronic documents to be stored, viewed and accessed directly within Sage 100, and provides easy access to documents relating to specific records. Custom built to enhance eleven Sage 100 modules, there’s no question you’ll save time and increase productivity with InstaDocs.
Key features of Sage 100 InstaDocs we will cover, include:
- Easy Access – A new panel added that displays the documents for a given record, such as Customers, Vendors, and Items. From this new panel, you can view, open, share, and search for documents.
- Document Tagging – Tag documents with specific phrases or keywords that you can then search on later on
- Master Search – Once you’ve tagged documents, you can then search on those tags
- Paperless Office – Enhanced form printing programs, such as Check Printing, Order Printing, and Invoice Printing so that, after you print, you can save those documents into the appropriate directory
- Built in Security – For each Role in Sage 100, you can select which roles can see the documents, access the documents, print the documents, and tag the documents.
- Cloud Storage of Documents – Microsoft One Drive integrated with InstaDocs
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