InstaDocs Special Offer: 50% Off First-Year Subscription OR 25% Off Perpetual Pricing
Increase remote productivity with 50% off InstaDocs!
With remote work as the new norm, business processes have changed drastically over the last few weeks. Sage 100 usersย are findingย theย need to view, access and storeย documents in new ways โย and we want to help!ย
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, and Jobs.
Document Tagging
As documents are stored, they may also be โtaggedโ 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.
Cloud Storageย
InstaDocs is designed to interface directly with Microsoftโs OneDrive cloud storage product. By combining InstaDocs and OneDrive, documents are readily available for easy access and display in the cloud.
Security
Specific user security privileges can be defined and applied for each module.
Accounts Payableย InstaDocsย allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
A/P Checks can be automatically stored inย PDF formatย within the appropriateย Vendorย directory.
Withย InstaDocsย Role Security enabled, you can define which users/roles can View, Open, Email, Delete, and Drag and Drop documents within theย InstaDocsย Documents Panel.
Accounts Receivableย InstaDocsย allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
A/R Invoices and Statements can be automatically stored inย PDF formatย within the appropriateย Customerย directory.
Withย InstaDocs ย Role Security enabled, you can define which users/roles can View, Open, Email, Delete, and Drag and Drop documents within theย InstaDocsย Documents Panel.
General Ledger InstaDocs allows electronic documents to be stored, viewed and accessed within Sage 100 ERP. It is the first and only document management solution to be embedded within Sage 100 ERP. This unique electronic document storage solution provides easy access of documents relating to specific records.
With InstaDocs Role Security enabled, you can define which users/roles can View, Open, Email, Delete, and Drag and Drop documents within the InstaDocs Documents Panel.
With InstaDocs, all documents are at your fingertips!
Inventory Managementย InstaDocsย allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
Withย InstaDocsย Role Security enabled, you can define which users/roles can View, Open, Email, Delete, and Drag and Drop documents within theย InstaDocsย Documents Panel.
Job Costย InstaDocsย allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.ย It is the first and only document management solution to be embedded within Sage 100 ERP.ย This unique electronic document storage solution provides easy access of documents relating to specific records.
J/C Invoices can be automatically stored inย PDF formatย within the appropriateย Jobย directory.
Withย InstaDocsย Role Security enabled, you can define which users/roles can View, Open, Email, Delete, and Drag and Drop documents within theย InstaDocsย Documents Panel.
Purchaseย Orderย InstaDocsย allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
Purchases Orders and P/O Returns can be automatically stored inย PDF formatย within the appropriateย Vendorย directory.
Withย InstaDocsย Role Security enabled, you can define which users/roles can View, Open, Email, Delete, and Drag and Drop documents within theย InstaDocsย Documents Panel.
Note: APDM A/P InstaDocs โ Is required in order to use PODM.
RMAย InstaDocsย allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.ย It is the first and only document management solution to be embedded within Sage 100 ERP.ย This unique electronic document storage solution provides easy access of documents relating to specific records.
RMAs and Customer Receivers Invoices can be automatically stored inย PDF formatย within the appropriateย RMAย directory.
Withย InstaDocs ย Role Security enabled, you can define which users/roles can View, Open, Email, Delete, and Drag and Drop documents within theย InstaDocsย Documents Panel.
Note: ARDM A/R InstaDocs and SODM S/O InstaDocs are required in order to use RADM.
Sales Orderย InstaDocsย allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
Sales Orders, Invoices, and Packing Lists can be automatically stored inย PDF formatย within the appropriateย Customerย directory.
Withย InstaDocsย Role Security enabled, you can define which users/roles can View, Open, Email, Delete, and Drag and Drop documents within theย InstaDocsย Documents Panel.
Note: ARDM A/R InstaDocs โ Is required in order to use SODM.
InstaDocs for Sage 100 Demo
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