Integrated INSIDE SAGE X3, 300Cloud, 300 PEOPLE, Sage HR & CRM
DocuVision has focused our product development around integration INSIDE SAGE ERP, HR & CRM as it provides users a far easier access to their documents. Our integration goes beyond the basic Attachment Function available in ERP & HR / Payroll software.
Only 1 application to learn
- Easy to learn, easy to use
- EDD (Electronic Document Distribution) module allows us to manage the emailing & auto storing of Sage generated documents. (See more detail under EDD section)
- Integrated with Sage security, but we are able to add additional Document security down to specific documents.
- Because we are linking to the Sage data, the system is able to supply very powerful reporting functions to track MISSING or EXPIRING documents
- Documents are LINKED using the data in the Sage database. This means users can Search for the SAME documents from ANY Sage screen, in for example the Sales or Purchasing Processes.
- Enhances Sage products by giving users access to ALL documents from Sage screens.
Enterprise level Document Management
DocuVision grows with organisational requirements and should never outgrow any company requirements.
Scalability is key to DocuVision success
- Start SMALL, grow BIG
- We have very small and very large customers.
Enterprise level Document Workflow
Our Document Workflow module DocuFlow is not to be confused with BPM (Business Process Management) which typically focuses on transactional data approvals. We focus on Document approval processes and have different Digital signature options to suit different needs.
Take Control of Document approvals
- DocuFlow is integrated with DocuSign for an internationally approved digital signature model.
- DocuFlow has it's own built in signature module, for standard digital signature integration.
- Approving documents the traditional manual way within organisations is often tedious and time consuming and lacking in control. We believe that we can dramatically speed up the process and minimise the risk associated with these necessary processes.
Comprehensive Document Security
DocuVision offers very extensive security, providing different levels of access to key documents based on Roles within the company. Users can be limited in what documents can be accessed plus what the user is able to do with each document. For instance some users may only be allowed to preview certain documents, but they cannot download, print or email them.
Document Security is critical in todays highly competitive business environment.
- Configure the system to allow EXTERNAL customers and suppliers access to their documents, with tight security around the documents that they are entitled to preview or download.
- Makes sure that staff are able to perform ONLY the tasks on the documents that they need for their roles in the business.
- Make sure that only the relevant staff have access to documents they should have.
Capturing / Uploading Documents should be EASY
DocuVision provides numerous tools to ensure that documents are easily uploaded into the system
Uploading Documents made easy
- Import Tools available to automatically import documents scanned by Courier companies.
- Import Tools available to import documents from many other business systems, whether they are External or Internal
- EDD module is used for eMailing of Sage documents AND automatically then stores the eMailed document into DocuVision eDMS.
- DocuVision Batchscan module was designed by DocuVision to make it very flexible and easy to configure to manage many different scanning and bulk scanning requirements. It is also very easy to use for various levels of users.
- Transaction number OR Account number OR Employee number automatically populated because of the integration with Sage
- Browse to a Windows Folder
- Drag & Drop directly from Outlook
eMailing of Sage documents through our EDD module
Our EDD (Electronic Document Distribution) module was specifically designed with help from Sage to take advantage of our experience in the field of document eMailing and to then automatically store the eMailed documents into DocuVision eDMS for future reference and record.
Simple to use, no custom coding
- Hyperlinks to other documents stored in DocuVision eDMS
- Audit logs will log ALL emailing activity for active monitoring and traceability
- Errors encountered are sent to designated internal staff member for corrections to be made
- Error checking to manage where ERP contacts have incorrectly formatted email addresses
- Send Sage documents to eMail addresses of relevant contacts in Sage system and encrypt the Sage document to 256 bit encryption which exceeds the requirements of SA Revenue Services and most Revenue services around the world.
- Flexibility regarding detail in the email body including logos & use of html for a suitably attractive and informative covering eMail.
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