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Store. Access. View.
A flexible, on-demand document storage
solution embedded within Sage 100 ERP.DEVELOPMENT SOLUTIONS THA...
PRODUCT OVERVIEW
QUICK VIEWING AND EASY ACCESS OF DOCUMENTS IN SAGE 100 ERP
InstaDocs is the first and only embedded docume...
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Sage 100 ERP InstaDocs - Quick Viewing and Easy Access of Documents in Sage 100 ERP
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Sage 100 ERP - Instadocs - Affordable Document Management

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InstaDocs is the first and only embedded document management solution designed for Sage 100 ERP. This
unique document storage solution allows electronic documents to be stored, viewed and accessed directly
within Sage 100 ERP, and provides easy access to documents relating to specific records. Save time and
increase productivity with InstaDocs.

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Sage 100 ERP - Instadocs - Affordable Document Management

  1. 1. Store. Access. View. A flexible, on-demand document storage solution embedded within Sage 100 ERP.DEVELOPMENT SOLUTIONS THAT DELIVER S A G E 1 0 0 E R P E N H A N C E M E N T S INSTADOCS
  2. 2. PRODUCT OVERVIEW QUICK VIEWING AND EASY ACCESS OF DOCUMENTS IN SAGE 100 ERP InstaDocs is the first and only embedded document management solution designed for Sage 100 ERP. This unique document storage solution allows electronic documents to be stored, viewed and accessed directly within Sage 100 ERP, and provides easy access to documents relating to specific records. Save time and increase productivity with InstaDocs. 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. Cloud Storage: InstaDocs is designed to interface directly with Microsoft’s OneDrive cloud storage product. By combining InstaDocs and OneDrive, documents are readily available for easy access and display in the cloud. INSTADOCS IS AVAILABLE FOR THE FOLLOWING SAGE 100 ERP MODULES: Accounts Payable, Accounts Receivable, Inventory Management, Purchase Order, Sales Order, Job Cost, Payroll, Bill of Materials, Work Order and Common Information. DOCUMENT PANEL The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the corresponding documents are displayed. Users have the ability to drag and drop documents, select documents for editing and tag documents with unlimited keywords. With InstaDocs, documents are at your fingertips! Find Out More at www.DSDINC.com Call 800.627.9032 | info@dsdinc.com PARTNER © 2014 DSD Business Systems. All Rights Reserved. S A G E 1 0 0 E R P E N H A N C E M E N T S S A G E 1 0 0 E R P E N H A N C E M E N T S INSTADOCS

InstaDocs is the first and only embedded document management solution designed for Sage 100 ERP. This unique document storage solution allows electronic documents to be stored, viewed and accessed directly within Sage 100 ERP, and provides easy access to documents relating to specific records. Save time and increase productivity with InstaDocs.

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