Sage 100 ERP InstaDocs - Quick Viewing and Easy Access of Documents in Sage 100 ERP
Many Sage 100 users require a document management solution that has full functionality like our ConnectPoint™ Document Management for Sage 100, which manages complete document lifecycles including workflow and approval automation, version control and retention policies. For others, a solution that simply allows for easy storage, searching and indexing would meet today’s document management needs. In this live webinar we will demonstrate InstaDocs for Sage 100, a low cost solution to simply store, view and access documents directly from within Sage 100. With Instadocs you can: -Easy Access: Store, view, access, search, and share important documents that relate to specific records in Sage 100 ERP, such as Customers, Vendors, Items, Bill of Materials, Work Orders, Sales Orders, Jobs and Employees -Document Tagging: As documents are stored, they may also be “tagged” with specific keywords. Once tagged, users can search all stored documents based on specific keywords. -Master Search: This feature allows users to search all documents based on File Name, Keywords and Document Source. -Paperless Office Integration: Checks, Orders, Invoices, and Statements are automatically stored in PDF format within the appropriate Vendor or Customer directory. -Security: Specific user security privileges can be defined and applied for each module. For more information, visit: http://www.netatwork.com/services_1/bizsol_1/sage-erp-accounting-software-solutions/sage-100-erp/
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Sage 100 ERP InstaDocs - Quick Viewing and Easy Access of Documents in Sage 100 ERP
- 2. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
- 5. A GUIDE TO INSTADOCS Presented by Jon Reiter
- 7. 7 InstaDocs? • InstaDocs allows electronic documents to be stored, viewed and accessed within Sage 100 ERP. • It is the first and only document management solution to be embedded within Sage 100 ERP. • This unique electronic document storage solution provides easy access of documents relating to specific records. InstaDocs
- 8. 8 Key Features • Easy Access: Store, view, access, search, and share important documents that relate to specific records in Sage 100 ERP, such as Customers, Vendors, and Items. • Document Tagging: As documents are stored, they may also be “tagged” with specific keywords. Users can then search all stored documents based on those specific keywords. • Master Search: Search all documents based on File Name, Keywords, and Document Source. InstaDocs
- 9. 9 Key Features • Paperless Office Integration: Checks, Orders, Invoices, and Statements are automatically stored in PDF format within the appropriate Vendor or Customer directory. • Security: User security privileges can be applied in each module. • Cloud Storage: InstaDocs was created to interface with the Microsoft One Drive “cloud storage” product. With InstaDocs and Microsoft One Drive, documents are available for display and access in the cloud. InstaDocs
- 10. 10 Availability & Pricing • Currently Released: : Accounts Payable, Accounts Receivable, Inventory Management, Purchase Order, and Sales Order. • Future Releases: Job Cost, Payroll, Bill of Materials, Work Order, RMA, and Common Information. • Pricing: $1000 per module • Bundle Pricing: Buy 4, get 1 free • Promotion to Webinar attendees: $2500 for the 5 module bundle (good thru March 31,2015) InstaDocs
- 12. 12 Questions? Thank You For Attending! Shaun Garrity | Net@Work Phone: (781) 713-0817 sgarrity@netatwork.com Pat Russo | Net@Work Phone: (646) 293-1767 prusso@netatwork.com Stephanie Davis | Net@Work Phone: (804) 212-3157 sdavis@netatwork.com Ashley Bonser | Net@Work Phone: (646) 517-6080 abonser@netatwork.comJohn G. Guglielmo | Net@Work Phone: (585) 441-3978 jguglielmo@netatwork.com