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Batching is a method of capturing a group of documents and assigning a unique number to all documents in that group.

Create Sage Paperless Construction batches by scanning or importing documents into a new batch.

Batches are sequentially numbered and any document that is subsequently indexed and stored into the Sage Paperless Construction system has that batch number associated with it for its entire life cycle in the Sage Paperless Construction system.

 

If the decision is made to not destroy the documents stored in the Sage Paperless Construction system, batching can be an efficient way of storing paper documents for later retrieval (if the original paper copy is needed).

Any time a document is viewed in the Sage Paperless Construction system, the document information screen identifies which batch the document originated from as well as who created the batch and when it was created.

Manually filing paper documents by the Sage Paperless Construction system batch number allows the quick retrieval of the document's paper copy.

 

 

Click here to read more about new batches from existing files.

Click here to read more about new batches from scanned documents.