Document management automation: streamline your document lifecycle
Embrace paperless document access, management, and tracking across your business. Whether your team is on site in a brick-and-mortar office or spread out across multiple locations working remote, adopting automated document management processes will boost team collaboration, document organization, and operational oversight while maintaining data security.
Go paperless with MicroAccounting and document management software
Our document management solutions are fully integrated with most ERP providers, including Sage 100 and Sage Intacct. With these solutions your team can overcome inefficiencies to boost profitability and employee productivity while maintaining document security across your business.
Alongside our team at MicroAccounting you can build custom automated workflows with Smart Forms that capture, process, retrieve, and deliver your documents while eliminating manual processing errors. With built in approval checkpoints your oversight team can review steps in your custom workflow to ensure accuracy. Our systems deliver limitless visibility and effortlessly manage your documents, data, and processes with centralized reporting in your preferred ERP system.
Document storage with guaranteed data security
Our document management solutions provide industry-standard security including proactive monitoring of all your documents, protecting your customers, employees, and vendors’ information. By controlling user permissions on a granular level in your custom workflows you can control who sees your sensitive documents, what access they have, and what changes they can make to your documents. And with enabled audit trails you can ensure oversight by tracking who accesses a document when and what changes they made.
Anywhere anytime accessibility for your remote workforce
Remote access is an inherent capability of the document management solutions we integrate with our Sage accounting software solutions. With mobile access from anywhere at any time your team can access your documents and workflows whether working from home, on-site with a client, or while traveling all while ensuring your data is secure.
Case Study
How DocLink helped turn SWEPCO’s accounting into a well-oiled machine
Southwestern Petroleum Lubricants LLS (SWEPCO) produces, markets, and distributes lubricants for commercial and industrial equipment. They are headquartered in Fort Worth but have sales teams across North America. With a very busy operation functioning with a small staff SWEPCO looked to automate many processes for enhanced efficiency. Check out our case study to learn why they integrated DocLink with their Sage 100 accounting software for streamlined workflows and secure document storage.
Case Study
How DocLink helped turn SWEPCO’s accounting into a well-oiled machine
Southwestern Petroleum Lubricants LLS (SWEPCO) produces, markets, and distributes lubricants for commercial and industrial equipment. They are headquartered in Fort Worth but have sales teams across North America. With a very busy operation functioning with a small staff SWEPCO looked to automate many processes for enhanced efficiency. Check out our case study to learn why they integrated DocLink with their Sage 100 accounting software for streamlined workflows and secure document storage.
DocLink for document management automation
DocLink helps organizations go paperless and streamline their document storage, document management processes, and workflows. Enhance your reporting across your organization with DocLink’s seamless integration with most ERP systems including Sage 100 and Sage Intacct. With cloud-based storage DocLink allows your team to control your entire document lifecycle from anywhere at any time. With DocLink your team will boost team collaboration amongst your workforce improving your client and vendor experience. DocLink’s enhancements include:
- Efficient document accessibility
- Streamlined workflows with approval steps
- Reduced manual processes
- Enhanced data accuracy
- Centralized document storage
- Powerful and agile data security
Optical Character Recognition (OCR) automated image processing
Optical Character Recognition (OCR) is integral to automated document management systems like DocLink but can also be utilized as a stand-alone solution. OCR streamlines image processing to pull data from your documents and automatically assign that data to fields in your reporting workflow. With smart scan, OCR intelligently recognizes alphanumeric characters on the document image and transfers it to your report. This data may include but is not limited to the vendor’s name, invoice number, payment amount and due date. DocLink, and other document management solutions, can then use the captured values from OCR for indexing and storage search and recall. OCR is:
- Learning AI – always improving as it processes more documents
- Agile – scaled for quick deployment and utilization
- Trackable – with complete document audit trails
- Workflow abled – with permissions for each team member
- Secure and reliable – data security is managed to specific content values
- Efficient – automated to save your team time and money
- Ecofriendly – adapted to help your organization go paperless
Related Insights
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Creating custom fields in Sage Intacct
Custom fields in Sage Intacct provide businesses with the flexibility to customize their ERP system to meet unique operational needs. This often-overlooked feature allows you to track and manage critical information not covered by standard fields, such as contract expiration dates, policy numbers, or rent schedules. By centralizing this data, custom fields streamline operations, improve reporting, and enhance overall efficiency. Discover how to create and apply custom fields to unlock the full potential of your Sage Intacct system.
Best ERP systems for small businesses
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