Modernisation doesn’t necessarily mean overhauling all of your current systems and processes, in a bid to replace them with shiny new ones. Sometimes it can be something as simple as connecting add-ons to your existing software.
Document storage and retrieval is something that many organisations still do the old-fashioned way… scan in their document/s one by one, file it away in a cupboard (and hope that their filing system is up to scratch should they need it in the future), then email it to the relevant people and store somewhere on their computer/server. Even writing that out is a long-winded process!
The ability to utilise add-ons, such as Draycir Document Management, allows for this process to be streamlined. By being able to create financial documents from within Sage 200, and then distribute a branded version via Spindle, you’re able to reduce time and effort spent creating documents.
The storage element of Spindle Document Management comes from their Document Capture, which allows you electronically import, scan, archive and batch scan your documents. So that no matter the document type, be that a photo, spreadsheet or email, you’re able to link them to a transaction in your ERP, and then directly access them when working in the application.
Batch scanning is something that comes in useful if you have a lot of files to link to an account. By printing barcodes and adding them to your documents, you’re able to scan them and bulk upload to the relevant account, saving you time and reducing the chance of human error.
To find out more about the Draycir Document Management solution contact us, or download the product guide using the form below: