Sage 100 InstaDocs

Store. Access. View.

Sage 100 InstaDocs

Sage 100 InstaDocs is the first and only embedded document management solution designed for Sage 100. This unique document storage solution allows electronic documents to be stored, viewed and accessed directly within Sage 100, and provides easy access to documents relating to specific records. Save time and increase productivity with InstaDocs.

Features

Easy Access

Store, view, access, search, and share important documents that relate to specific records in Sage 100, 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 specific keywords. Once tagged, users can search all stored documents based on specific keywords.

Paperless Office Integration

Checks, Orders, Invoices, and Statements are automatically stored in PDF format within the appropriate Vendor or Customer directory.

Master Search

 This feature allows users to search all documents based on File Name, Keywords and Document Source.

Security

 Specific user security privileges can be defined and applied for each module.

Cloud Storage

Its 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.