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Store. Access. View. A flexible, on-demand document storage solution embedded within Sage 100 ERP. DEVELOPMENT SOLUTIONS THAT DELIVER SAGE 100 ERP ENHANCEMENTS INSTADOCS
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Sage 100 ERP - Instadocs - Affordable Document Management

Jan 23, 2015

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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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Page 1: Sage 100 ERP - Instadocs - Affordable Document Management

Store. Access. View.A fl exible, on-demand document storage solution embedded within Sage 100 ERP.DEVELOPMENT SOLUTIONS THAT DELIVER

SQL MIRRORINGS 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

S A G E 1 0 0 E R P E N H A N C E M E N T S

CUSTOM PROGRAMMINGS A G E 1 0 0 E R P E N H A N C E M E N T S

MULTI-LANGUAGE

MULTI-CURRENCY

S A G E 1 0 0 E R P E N H A N C E M E N T S

INSTADOCS

Page 2: Sage 100 ERP - Instadocs - Affordable Document Management

PRODUCT OVERVIEWQUICK VIEWING AND EASY ACCESS OF DOCUMENTS IN SAGE 100 ERPInstaDocs is the fi rst 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 specifi c records. Save time and increase productivity with InstaDocs.

Easy Access: Store, view, access, search, and share important documents that relate to specifi c 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 specifi c keywords. Once

tagged, users can search all stored documents based on specifi c keywords.

Master Search: This feature allows users to search all documents based on File Name, Keywords and

Document Source.

Paperless Offi ce Integration: Checks, Orders, Invoices, and Statements are automatically stored in PDF

format within the appropriate Vendor or Customer directory.

Security: Specifi c user security privileges can be defi ned 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 PANELThe 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 fi ngertips!

Find Out More at www.DSDINC.comCall 800.627.9032 | [email protected]

100 ERP

GOLDDEVELOPMENTPARTNEROF THE YEAR2011 & 2012

PARTNER © 2014 DSD Business Systems. All Rights Reserved.

SQL MIRRORINGS 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

S A G E 1 0 0 E R P E N H A N C E M E N T S

CUSTOM PROGRAMMINGS A G E 1 0 0 E R P E N H A N C E M E N T S

MULTI-LANGUAGE

MULTI-CURRENCY

S A G E 1 0 0 E R P E N H A N C E M E N T S

INSTADOCS