Drag and Drop Filing
Anyone in your organization, even non users, can archive company documents using the EDM Deposit client that can be installed on the Windows desktop.
Stronger Security
Archived documents cannot be overwritten or deleted, and any new versions of documents are automatically given a new version number.
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Automatic Archive
Using OCR technology, internal and external documents are automatically scanned, indexed by keywords, linked to the proper Sage X3 transaction, and securely stored for future use.
E-mail or Fax Automatically
At the touch of a button, automatically send or fax document once they have been indexed and archived.
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Access Anywhere, Anytime
Using proper credentials and an internet connection, anyone can remotely access the documents using the new Sage X3 web-portal.
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Instant Access
Once a document has been indexed and archived, it can be accessed by any Sage user using the Attachment or Document button within your Sage X3 system.
Latest Insights
Read our Document Management blog posts
Embracing EDM: A Sustainable Solution for Businesses going paperless
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
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...
Go Touchless at Your Pace – 3-Step Phase to Paperless Efficiency
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...
