Reduce Paper and Operational Costs
Incoming documents (like vendor invoices or customer contracts for instance) are scanned, indexed using numbers/keywords found in the document, and automatically associated to the appropriate Sage X3 records. Once digitized and stored, you can efficiently search for and distribute these archived documents as needed via "Attachments" or the new "Documents" button. And since they can be associated with Sage X3 transactions, these paper documents are easier to find and reference in the context of your regular workflow, transaction processing, and analysis. When authorized to do so, even non-ERP users can drag and drop documents into the system using a folder on their desktop.
Improve Document Distribution and Sharing
Go Green to Save Some Green
Download the Electronic Document Management Brochure
See It In Action!
Need Sage ERP X3 Support or Training?
More Intelligent Reporting in Sage ERP X3 Version 6.5
How to Customize the Sage ERP X3 Dashboard
How to Use Product Search in Sage ERP X3
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