In this webinar we will demonstrate InstaDocs for Sage 100, a low cost solution to simply store, view and access documents directly from within Sage 100. With Instadocs you can:

  • Easy Access: Store, view, access, search, and share important documents that relate to specific records in Sage 100 ERP, such as Customers, Vendors, Items, Bill of Materials, Work Orders, Sales Orders, Jobs and Employees
  • Document Tagging: As documents are stored, they may also be tagged with specific keywords. Once tagged, users can search all stored documents based on specific keywords.
  • Master Search: This feature allows users to search all documents based on File Name, Keywords and Document Source.
  • Paperless Office Integration: Checks, Orders, Invoices, and Statements are automatically stored in PDF format within the appropriate Vendor or Customer directory.
  • Security: Specific user security privileges can be defined and applied for each module.