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InstaDocs Special Offer EXTENDED Through August 31st: 50% Off First-Year Subscription OR 25% Off Perpetual Pricing

INSTADOCS SPECIAL OFFER EXTENDED! ALL SUMMER LONG THROUGH AUGUST 31ST

Sage 100 users can STILL increase remote
productivity with 50% off InstaDocs!

With remote work as the new norm, business processes have changed drastically over the last few months. Sage 100 users are finding the need to view, access and store documents in new ways – and we’re committed to helping all summer long! 

Store. Access. View.

InstaDocs is the first and only embedded document management solution designed for Sage 100 ERP.
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InstaDocs is a unique document storage solution that 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.

InstaDocs for Sage 100 Modules

APDM – A/P InstaDocs

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.

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ARDM – A/R InstaDocs

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.

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GLDM – G/L InstaDocs

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!

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IMDM – I/M InstaDocs

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.

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JCDM – Job Cost InstaDocs

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.

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PODM – P/O InstaDocs

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.

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RADM – RMA InstaDocs

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.

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SODM – SO InstaDocs

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.

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InstaDocs for Sage 100 Quick Overview 

Interested in a custom demo?

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