Document Management System

1. Document Management System

2. Introduction to the Document Management System (DMS) Some of the key benefits of the Sage Accpac ERP DMS: • Fully integrated solution • Quick to implement & easy to use – absolute minimum of training required • Simple process to immediately scan or upload files in any format directly into the financial system: • Scanned images • PDF docs • MS Office etc. • All files are safe, secure & encrypted within the database - no need to keep track of disparate document folders on your PCs & Fileservers • Multiple files stored against each transaction – easy to navigate through to the exact document you’re looking for e.g. supplier quotes/invoices, contracts, photos, in fact any document or image relevant to the transaction…

3. Introduction to the Document Management System (DMS) Key technical advantages of the Sage Accpac ERP DMS: • Integrated DMS system within the standard ACCPAC interface • Store binary image data from ACCPAC directly to the DMS database • Relate digital documents to ACCPAC database transactions • Retrieve digital documents as they relate to ACCPAC transactions • Manage DMS Documents directly from ACCPAC • Scan documents to digital format directly from the scanner • Export saved documents to a number of format including Word and PDF • Fully integrated with ACCPAC Security

4. Screenshots of the Document Management System (DMS) Please take a quick tour… …browse through some screen shots from this powerful Document Management System for Sage Accpac ERP

5. DMS Main Accpac folder group

6. AP Invoice Screen with Integrated DMS functionality

7. Scan documents directly from Accpac

8. Attach saved documents to the DMS.

9. Manage saved DMS documents.

10. View, Print and export DMS Documents.

11. Export DMS documents to a number of formats, including word and PDF.

12. Integrated with Accpac security.

13. Please email questions or comments to srider@provida.com.au