Sage Intacct Paperless takes the Enterprise Content Management system that is the flagship and foundation for all of Paperless Environments' Imaging and Workflow Automation (IWA) systems and makes it portable.
Every document generated or received during normal business workflow is deposited into Sage Intacct Paperless and indexed for fast, easy, multi-user access and retrieval.
Use Sage Intacct Paperless to:
Capture
•Capture electronic documents through drag-and-drop methods.
•Capture electronic forms data from remote users.
•Send mobile apps pictures and other data directly to Sage Intacct Paperless.
Index and Store
•Define custom document types and indexes.
•Update index fields through integration with an in-house database, or by manual entry.
•Index and file electronic documents (i.e., Microsoft® Word/Excel and Adobe® PDF).
•Store documents and data securely in one central location with access defined by Sage Intacct Paperless security groups.
Retrieve
•Retrieve images through any combination of index fields.
•Create user-defined templates to search with "folder-like" views.
•Retrieve data with standard or custom Bold Reports.
Distribute
•Distribute documents through email, print, or save to file.
•Annotate document images with stamps, notes, lines and signatures.
•Convert document images to Adobe® PDF for universal distribution.
Archive
•Establish life-cycle scheduling and disposition for all imaged documents.
Collaborate
•APFlow™ - Accounts Payable Invoice Routing and Approval Workflow module allows for efficient A/P processing.
•DocRoute™ - Document Routing module for manual or automatic routing of documents for collaboration or approval.
•eCapture™ - smart phone app offers the ability to take pictures, enter data, and submit AP Invoices, AP Receiving tickets, Credit Card Receipts and Job Photos directly back to your Sage Intacct Paperless system.
•eForms™ - electronic forms software allows forms to be published to user devices to gather information and submit back to your Sage Intacct Paperless system.