DSD InstaDocs for Sage 100
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, and provides easy access to documents relating to specific records. Save time and increase productivity with InstaDocs.
This enhancement allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
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.
Accounts Receivable InstaDocs for Sage 100 allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
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.
This enhancement allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
The CIDM Lot/Serial InstaDocs is an extension to the IMDM Inventory InstaDocs, and allows for document management for Lot/Serial Items in the Inventory module. The Documents Panel is embedded into Lot Serial Number Distribution (all data entries), Item Maintenance and Inquiry.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
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: IMDM I/M InstaDocs – Is required in order to use CIDM.
General Ledger InstaDocs for Sage 100 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.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
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 Management InstaDocs for Sage 100 allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
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.
Job Cost InstaDocs for Sage 100 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.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
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.
NOTE: InstaDocs is not currently supported for Sage 100cloud x64 for Sage 100 version 2021 and above.
Production Management 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.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
P/M Transactions can be automatically stored in PDF format within the appropriate Work Ticket 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.
Purchase Order InstaDocs for Sage 100 allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
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.
Payroll 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.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
P/R Checks can be automatically stored in PDF format within the appropriate Employee 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.
With InstaDocs, all documents are at your fingertips!
RMA InstaDocs for Sage 100 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.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
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.
Service Center InstaDocs for Sage 100 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.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
Service Orders, Service Items 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 and SODM S/O InstaDocs are required in order to use SMDM InstaDocs.
Sales Order InstaDocs for Sage 100 allows electronic documents to be stored, viewed and accessed within Sage 100 ERP.
The Documents Panel is embedded into various Sage 100 ERP Maintenance, Inquiry, and Data Entry programs. As each record is accessed, the documents that correspond to that record are displayed. The user has the ability to drag and drop documents, select documents to edit, and tag documents with unlimited keywords. Users can then search all stored documents based on those specific keywords. Master Search allows users to search all documents based on File Name, Keywords, and Document Source.
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.
InstaDocs for Sage 100
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.
Master Search
This feature allows users to search all documents based on File Name, Keywords and Document Source.
Paperless Office
Checks, Orders, Invoices, and Statements are automatically stored in PDF format
within the appropriate Vendor or Customer directory with the Paperless Office Integration.
Security
Specific user security privileges can be defined and applied for each module.within the appropriate Vendor or Customer directory.
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.
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.
Payroll
Payroll InstaDocs allows electronic documents to be stored, viewed and accessed within Sage 100.
It is the first and only Sage 100 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.
InstaDocs Demo On-Demand
Playlist
FAQ
Q: What is InstaDocs for Sage 100?
A: InstaDocs is the first and only embedded document management solution designed specifically for Sage 100 ERP. It allows electronic documents to be stored, viewed, tagged, and accessed directly within Sage 100 — without leaving the application. Documents are always accessible when working with Customers, Vendors, Sales Orders, Purchase Orders, Jobs, Employees, and more.
Q: Which Sage 100 modules does InstaDocs support?
A: InstaDocs is available across 12 Sage 100 modules: General Ledger (GLDM), Accounts Payable (APDM), Accounts Receivable (ARDM), Sales Order (SODM), Purchase Order (PODM), Inventory Management (IMDM), Payroll (PRDM), Job Cost (JCDM), Lot/Serial Numbers (CIDM), Production Management (PMDM), RMA (RADM), and DSD Service Center (SMDM). Each module installs independently.
Q: Does InstaDocs integrate with Microsoft OneDrive?
A: Yes. InstaDocs integrates directly with Microsoft OneDrive for cloud-based document storage accessible from anywhere. Documents stored through InstaDocs are synced to OneDrive and can be viewed and shared outside of Sage 100 as well.
Q: How does the InstaDocs Documents Panel work?
A: The Documents Panel is embedded into Sage 100 Maintenance, Inquiry, and Data Entry screens. As you navigate to any record, related documents automatically display. You can drag and drop new documents, open them for editing, and tag documents with unlimited keywords for easy retrieval.
Q: How does InstaDocs work with Sage 100 Paperless Office?
A: InstaDocs includes a Paperless Office integration that automatically stores Checks, Orders, Invoices, and Statements in PDF format within the appropriate Vendor or Customer directory. Every time Sage 100 Paperless Office generates a document, it is instantly organized and accessible through InstaDocs — no manual filing required.
