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Electronic Document Management

Electronic Document Management

Paperless
Paperless

Paperless is a tool that gives you more options to customise, send and save the everyday documents you create in Sage.  Use templates to add corporate branding and messages to invoices, credit notes, or statements, ready to print and email.
Each document can be saved as a PDF in an online storage area ready for team members to easily access within Sage.  With Paperless, you can say goodbye to traditional, plain and simple print-outs of your financial documents, or having to print onto expensive corporate stationery.  It’s simple to use with very little training needed.

Electronic Document Management

Electronic Document Management

Orbis TaskCentre
Orbis TaskCentre

Orbis Software’s TaskCentre Business Process Automation platform provides powerful notification/alert functionality for companies running Sage.  It can be easily configured to send you – or your members of staff, customers or business partners – email and/or SMS notifications 24/7, 365 days a year.
Businesses need real-time updates so that their people can make decisions and perform optimally.  However, most decision-makers don’t have the physical time to continuously ‘watch out’ for these events because it is impossible to manually monitor all the data within Sage. This powerful platform resolves this problem.

Electronic Document Management

Electronic Document Management

Spindle Professional
Spindle Professional

Spindle Professional works on the premise that, each month, your accounts department might produce hundreds – or even thousands – of documents.  They might be invoices, sales orders, purchase orders, delivery notes, statements, remittance advices, credit notes, and so on.
Spindle Professional automatically sends these out and simplifies the whole process.  With just one click, Spindle Professional sends documents to multiple locations by email, fax and print.  It stores them for easy access, freeing up your time and saving your business money.  And all documents sent by Spindle Professional can be branded to your company.

Electronic Document Management

Electronic Document Management

Spindle Document Capture
Spindle Document Capture

A system that allows you to capture, archive and view documents directly from Sage 200. Link scanned documents to a transaction in your ERP and directly access documents when working in the application. Helps you save a significant amount of time spent filing and searching for documents.  Not only will this help you to improve your business efficiency, it will also help you to reduce costs and free up storage space.

Other features include:
– Batch scanning
– Find documents faster through advanced search functionality
– Capture, archive and retrieve all file types including photos, excel spreadsheets and emails
– Limit access to sensitive information through secure permissions to approved users only
– Scan on the go. Instantly capture documents using an Apple device.