Business documents go through a long life cycle. The Sage Intacct Paperless system provides the tools to manage documents throughout their life cycle.
Action |
Description |
For More Information |
|---|---|---|
Capture |
To begin the cycle, the documents must be captured. |
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Index & Store |
To keep captured documents organized, secure and easy to find, the next step is to index and store them in Sage Intacct Paperless. |
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Retrieve |
Once indexed and stored, users will need to retrieve documents during their daily routines. |
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Use |
Once retrieved, there are many ways to actually "use" these documents. |
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Archive |
Documents that are no longer used are archived to speed up searching and retrieving of "active" documents. |
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Purge |
Once legal retention time limits are met, or documents no longer have a business use, documents can be removed. |