InstaDocs

QUICK VIEWING AND EASY ACCESS OF DOCUMENTS IN SAGE 100 ERP

InstaDocs

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

Easy Access: Store, view, access, search, and share important documents that relate to specific records in
Sage 100 ERP, 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.

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

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

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

Cloud Storage: InstaDocs 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.

InstaDocs IS AVAILABLE FOR THE FOLLOWING SAGE 100 ERP MODULES:
Accounts Payable, Accounts Receivable, Inventory Management, Purchase Order, and Sales Order.

Questions? Please call 800.627.9032