Document Management (DMS)
  • Allows users to scan and retrieve documents while they work in Sage 200, with no additional document management software or indexing steps required.

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Document Management (DMS)

Allows users to scan and retrieve documents while they work in Sage 200, with no additional document management software or indexing steps required. The document indexing information is stored within the Sage 200 SQL database for fast searching. The documents are stored within the Sage 200 attachments path to ensure all documents are backed up within your Sage backup plan.

DMS

Scan, Attach or Drag & Drop Images During Purchase Invoice Entry

Document Management (DMS) – Detailed Description

  • Installed and maintained within Sage 200.
  • License users can scan and attach documents or just view documents.
  • Available within all Sage Companies at no extra cost.
  • Documents can be scanned or attached within the standard Sage 200 screens with no additional document management software required.
  • Drag email attachments only into DMS.
  • Retrieve documents directly from Sage 200 accounts, orders and transactions.
  • Save time and space (estimated at more than 20% of administrative time)
  • Documents can be viewed outside of Sage via a browser/tablet interface (requires a license).

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