Paperless Document Management Security and Collaboration

 Paper documentation puts your business at risk, increases costs, and makes it more difficult to communicate across departments. Using an integrated document management solution allows businesses to reduce data input and automate the management of incoming and outgoing documents, saving time and reducing risk.

You can manage the full document lifecycle in your business - making information easier to share, eliminating lost and misplaced documents, streamlining data entry, approvals, and delivery while ensuring seamless integration with your ERP and other business systems, ultimately providing better a customer experience with everything you need at your fingertips.

Paperless document management solutions connect people, processes, and data that enable users to fully utilize and enhance their Sage ERP to automate any document-intensive process and go digital in AP, AR, Sales Order, Contracts, HR or any department across the entire enterprise. Managing processes and transactions digitally will provide your organization with quantifiable ROI and competitive advantage.

Why Document Management?

The overall impact of processing, handling and storing paper documents in the workplace is astounding from a financial, environmental and resource perspective. Not only can the inefficiencies of paper-based bottlenecks be cumbersome on day-to-day operations, but the improper storage or loss of these documents can cripple or devastate a business.

You’ll gain visibility to documents electronically to better serve your customers, get invoices paid in a timely manner and make auditing a breeze.

Store them electronically so they can be instantly accessed from the desktop – but only by users with the appropriate security rights. Documents are stored electronically in the repository where they can be easily retrieved, routed for approval and automatically outputted in the preferred format.

Route them electronically - eliminate costs associated with storing, printing and sending paper documents and save time that is normally spent waiting for approvals or searching through file cabinets.

Digitized document management allows your to instantly see all documents associated with a particular order, vendor, customer, etc. so you can quickly and efficiently distribute information to your stakeholders. 

With paperless document management, approvals can be handled quickly via email or mobile device. Whether it’s the AP process, sales order processing, HR onboarding, or expense reports, your team will be able to access and approve digital documents from wherever they are. 

Our Preferred Solutions Include:

doclink-colorPIF_Technologies_logoASG Technologies- Cypress logoX3_CLOUD_DOCS_RGB_grey_blue


Downloadable Resources

About DocLink DocLink Mobile  SmartForms  Sales Order Processing
 
Internal Management Outbound Document Management  E-mail Workflows
 

RKL23 Live with Altec!

RKL23 went live with Patrick Nguyen at Altec where he answered the tough questions about the flexibility of document management solutions in AP, HR, Legal and more and how to gain support from leadership and AP teams when discussing ROI.

Interested in learning more about how a paperless document management solution can transform your current document management procedures? Click below to get in touch, ask a question, or schedule a demo.
Get In Touch >

Latest Insights

Read our document management blog posts

Embracing EDM: A Sustainable Solution for Businesses going paperless

Guest Post August 15, 2023

By X3clouddocs As businesses continue to strive towards sustainability goals there are plenty of avenues of investigation open; from energy efficiency, waste management, & general decarbonisation....

Sage X3 Thought Leadership Document Management ESG & Sustainability

5 Reasons to go Paperless with a Document Management Solution

Guest Post June 13, 2022

Written by Altec Products, Inc. How many times have you gone looking for a document and spent minutes, hours or even days trying to track it down? Was it on someone’s desk? Was it misfiled? Or did you...

Thought Leadership Document Management

Go Touchless at Your Pace – 3-Step Phase to Paperless Efficiency

Guest Post May 6, 2020

Go touchless so you can eliminate the manual paper processes, and your business documents can be wherever you are. Sometimes when we speak with companies about document management, we hear, “This solu...

Document Management