A recent release of Sage ERP X3 introduced new document management functionality designed to help you capture, monitor, and manage the flow of internal and external business documents. Let's take a closer look at electronic document management (EDM) and electronic document distribution (EDD) and how these new features can benefit your company.
Reduce Paper and Operational Costs
Sage ERP X3 and EDM make paper a thing of the past with the ability to easily capture, view, edit, and attach documents to Sage X3 records/transactions using OCR (Optical Character Recognition) technology.
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.
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
Electronic Document Delivery (EDD) is also available, giving you the ability to automatically email or fax system-generated documents such as invoices or financial reports. When outside of the Sage ERP X3 system, employees can access company documents instantly through a new secure web-based portal. Plus, documents stored in the repository cannot be overwritten or deleted and document changes are automatically assigned a revision number.
Go Green to Save Some Green
Together, EDD and EDM turn Sage ERP X3 into a capable electronic document management application that's available company-wide and can manage documents both inside and outside your ERP system. Not only will it result in hard cost savings on things like postage, paper, and physical storage space, these new features will reduce the profit-killing inefficiencies that are associated with filing and retrieving hard copies and chasing paper around the office. What's more, these digitized document copies are easier to access across multiple locations.
Download the Electronic Document Management Brochure
See It In Action!
Watch this short video, developed by Sage, to see how the new Electronic Document Management functionality in action.
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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
Like This Article?
Please feel free to share it with your friends and colleagues!
