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.

DSD InstaDocs for Sage 100 Brochure - DOWNLOAD HERE

Sage 100 Enhancements: InstaDocs Overview - WATCH HERE