The main purpose of the Sage Intacct Paperless system is to store indexed documents.
Since users cannot search for documents until the documents have indexes associated with them, the most important steps within the document management practice is to capture, then index and store documents.
Use the Drag and Drop feature to capture documents to index and store into the Sage Intacct Paperless system. Electronic documents such as faxes, PDFs or various Microsoft® Office documents can be stored in Sage Intacct Paperless in their native formats. For details, click here.