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Document Management

Document Management

Organize important documents and files for fast, easy storage, routing, and retrieval. Document Management helps you eliminate the challenges 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 Construction and Real Estate. With Document Management, you'll quickly experience increased efficiencies through improved storage and document access capabilities. As a result, you can effectively manage the document approval and routing process that will make your business run smoothly.

Using a secure DocuVault® database, you can capture, classify, and archive any document created by computer or scanner. You can store these document images in a highly compressed, secure format and free up needed space in your office by eliminating filing cabinets and boxes currently used to store your project-related documentation. In addition, its powerful search engine allows you to retrieve files by document classifications, user-defined keywords, or multiple keywords with lightening fast results.

A key feature of 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 will allow you to organize your document with previously used Sage 300 Construction and Real Estate data fields as you are classifying, routing, and approving current documents. Document Management allows you to view document images at the same time you're entering data into Sage 300 Construction and Real Estate so you can have the information you need when you need it. With a split-screen capability between Document Management and another Sage application, data-entry has never been so easy and efficient.


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