Document Management for Sage 300 Construction and Real Estate

file-cabinetsAre you buried in paper? Does your office have more filing cabinets than desks? Do you need a better way to organize all important documents and files in your office? Do you spend more time looking for documents than actually using them once you find them? If any of these sound familiar, it may be time to think about a Document Management Solution.

What Is Document Management?

In simple terms, document management helps you can capture, classify, and archive any document created by computer or scanner.

Document images are stored in a highly compressed, secure format. This allows you to eliminate the filing cabinets and boxes filled with paper taking up valuable space in your office.

Document management solutions also help you quickly find and  retrieve files. Typically, you can search by document types, keywords, or other classifications you set up in the system.

Another great feature of document management systems is the ability to route documents to several people in your office. For example, you can route documents that need approval to the appropriate people in the appropriate order (i.e., supervisor -> manager -> accountant -> owner).

You gain further efficiencies when your Document Management Solution is tightly integrated with your accounting system. For example, you can streamline your Accounts Payable process by routing invoices for approval before sending them to the accounting department.

With Sage 300 Construction and Real Estate Document Management, the document management features are integrated into the system, so you don't have to learn how use new software or wonder which system holds the latest version of your documents.

 Is Document Management Right for You?

This post only contains a brief overview of the capabilities of a document management solution. If you'd like to document management in action, contact us for a demo or a free consultation to discuss how your office may benefit from Sage 300 Construction and Real Estate Document Management.

Photo credit -redjar on Flickr