Blog

InstaDocs Special Offer: 50% Off First-Year Subscription OR 25% Off Perpetual Pricing

instadocs-dsd

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 users are finding the need to view, access and store documents in new ways – and we want to help! 

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 “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.

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.

Security

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

special-offer-dsd

Accounts Payable InstaDocs allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.

A/P Checks can be automatically stored in PDF format within the appropriate Vendor directory.

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.

learn-more-button

Accounts Receivable InstaDocs allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.

A/R Invoices and Statements can be automatically stored in PDF format within the appropriate Customer directory.

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.

learn-more-button

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!

learn-more-button

Inventory Management InstaDocs allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.

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.

learn-more-button

Job Cost 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.

J/C Invoices can be automatically stored in PDF format within the appropriate Job directory.

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.

learn-more-button

Purchase Order InstaDocs allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.

Purchases Orders and P/O Returns can be automatically stored in PDF format within the appropriate Vendor directory.

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.

Note: APDM A/P InstaDocs – Is required in order to use PODM.

learn-more-button

RMA 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.

RMAs and Customer Receivers Invoices can be automatically stored in PDF format within the appropriate RMA directory.

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.

Note: ARDM A/R InstaDocs and SODM S/O InstaDocs are required in order to use RADM.

learn-more-button

Sales Order InstaDocs allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.

Sales Orders, Invoices, and Packing Lists can be automatically stored in PDF format within the appropriate Customer directory.

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.

Note: ARDM A/R InstaDocs – Is required in order to use SODM.

learn-more-button

InstaDocs for Sage 100 Demo

Interested? Contact us!

Categories:
DSD Business Systems Enhancements InstaDocs Sage 100 ERP
Tags:
EnhancementsInstaDocsSage 100 ERP