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Sage 300 CRE Timberline
Document Management
Organize all important documents and files for fast, easy storage,
retrieval, and routing. Sage 300 Construction and Real Estate (formerly
Sage Timberline Office) Document
Management helps you eliminate the inefficiencies of managing excess
files and
paperwork.
Document Management is an electronic document classification,
storage, retrieval, and routing system developed to run directly from
within Sage 300. With Document
Management, you’ll quickly experience increased efficiencies through
improved storage
and document access capabilities. As a result, you will be able to
effectively put your
hands on information in a matter of seconds rather than hours or
days. Utilizing a secure DocuVault database, you can capture, classify,
and archive any document created by computer or scanner. Your ability to
store these document images
in a highly compressed, secure format allows you to begin freeing up
needed space in your office by eliminating filing cabinets and boxes you
currently use to store your
company property or project-related documentation. In addition, its
powerful search
engine allows you to retrieve files by document types, classifications,
user-defined
keywords, or multiple keywords with lightening-fast results.
Do you have
documents that need to be routed for approval or require further
instruction?
No problem. With Document Management rules-based routing, you can ensure
documents are reviewed by the right people in the right sequence every
time. Should all
reviewers receive a document simultaneously, or should documents be sent
to reviewers
sequentially? Would you like to designate an alternate recipient if the
original reviewer
is unavailable? Who should be notified when a process is completed?
These are just a
few of the processes that rules-based routing can automate for you. By
automating
the routing and approval process, you can avoid unnecessary delays, and
mistakes and get paperwork approved faster. And, because of tight
integration, invoice approval as well as invoice classification
and creation, can be performed from within Sage 300 Construction and
Real Estate
Accounts Payable and/or Document Management, addressing the concept of
one-time
entry of data. A key feature of the Document Management application is
its ability to integrate with other
Sage 300 applications. One of the benefits of this seamless integration
is a convenient
drop-down menu that allows you to organize your document with previously
used data
fields as you are classifying, routing, and approving current documents.
You’re able
to view document images at the same time you’re entering data into Sage
300 so it’s
readily available. With Document Management you can share, link, and view
document images within other Sage 300 applications. Now you can find the
information you need when you need it.
Accessing important company and project-related data has never been so
easy and efficient.
Benefits
• Experience increased efficiencies through improved document storage and
access capabilities.
• Quickly and easily access important information when you need it.
• Secure documents while still providing easy access to those who need
it.
• Eliminate the time-consuming “hunt” form is placed or misfiled
documents.
• Automate the routing and approval process that best fits your
particular business needs.
Document Management capabilities
•Classify your documents by a number of fields such as job number, cost
code, property, document type, user-defined custom field, or predefined
classification, to expedite search and retrieval.
•Gain real-time access to Sage 300 data while classifying documents.
•Retrieve documents instantly with powerful, high-speed
search capabilities.
•Automate the routing and approval process using a variety of user-defined
criteria.
•Compress documents easily to save even more space, with a highly
sophisticated compression routine.
•Use electronic notes and stamps, similar to ink stamping on documents,
improving document history and facilitating the routing/approval
process.
•Ensure documents are routed and reviewed by the right people in the
right sequence.
•Classify a collection of related documents for quick access tolarge
groups of documents.
•Categorize groups of documents for quick CD burning or for internal and
external distribution.
•Easily email retrieved images as PDFs.
•Get up and running quickly with the help of a simple, self-contained
setup wizard.
•Integrate with email applications to alert users of documents awaiting
approval or review. Quickly access Workflow Centers from the Desktop.
•Optimize your productivity by accessing tasks you perform most often in
an intuitive workflow layout.
•Instantly view commonly used reports and inquiries.
•Easily reconcile General Ledger and subledgers.
•Quickly access assistance topics with a click of the mouse. About The
Sage Group, plc
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