Business Software, Consulting and Development

Document Management System for Sage Evolution

 

Irritated with all those document piles that never seem to end? Looking for a system to enable you to access the document you are looking for with just a click? – It is time to switch to a new level of document management, integrated within Sage Evolution.

The Document Management System (‘DMS’) allows you to easily manage your business documents in one central place within SAGE Evolution. It can be used in a web-environment or as an add-on module for SAGE Evolution. By using the DMS Evolution module, you will be able to upload documents and files directly into DMS from Sage Evolution.

 

How does it work?

DMS provides you with valuable features on document management and serves as an easy solution for storing and linking documents from within SAGE Evolution, while also providing access to these documents through a web interface.
The integration of the Document Management System in SAGE Evolution allows users to attach documents to master data and transactional records within SAGE Evolution, while also allowing them to:

  • Control, create and authenticate documents
  • Ensure security and safety of documents by preventing unauthorized access: As the DMS server can be deployed on your own (Evolution) server, all your documents will be safely stored with your own IT security
  • Track, display and compare document versions
DMS Online

DMS Online is an online application, fully integrated with SAGE Evolution. It enables you to store all crucial business documents in one central place. All documents are automatically linked to the relevant records in SAGE Evolution, and simultaneously accessible through the desktop DMS application, while all documents are being safely stored on the company’s own server. This does, accordingly, allow for the facilitated internal recordkeeping and management of audits. Further, the web application can be restricted to only local access, or can also allow remote access for users outside of the office.

 

Key Benefits

Keeping crucial business documents in one central place and linking them to the relevant data in SAGE Evolution significantly helps manage audits and internal record keeping.

  • All company (or group) documents managed in one place
  • Access through a browser, or through SAGE Evolution
  • Multi-company support within one DMS system, supporting multiple Evolution databases
  • Facilitated traceability and accessibility to related documents through a user-friendly application
  • Smooth scanning directly from DMS within SAGE Evolution
  • Better document management: With DMS documents become easier to organize, locate and retrieve.
  • Reducing/eliminating risk of losing documents by creating back-up files
  • Sophisticated organization of documents in record types: Facilitated storing and linking of documents within Evolution to their relevant Evolution records
  • Tagging of documents to keep scattered files together
  • Filtering of documents through modifications of record type settings
  • Audits trails with drill downs into transactions
  • Easy uploading, e-mailing and downloading of documents in document ‘baskets’
  • Enabled sharing of files/documents with other users regardless of their location
  • Password protection available for all documents

 

Tailor made for you: We are ready to provide you with the necessary additional customizations of DMS on request (outside standard linkable records) within Sage Evolution or any other system.


dms

 

Because DMS provides unique solutions for your document management.

 

Click here for a demo video

For more information please visit http://dms.asamco.com

 

Interested? 

Contact us