SyteLine Document Management

If you are researching SyteLine Document Management, you are in the right place.

Our subject is SMART DOCUMENT ATTACHMENTS with Doc-Trak. A document attachment means linking one or more documents to information in your ERP system. Examples are CAD drawings linked to specific items in your item master. It could also be electronic copies of invoices linked to your accounts receivable invoice records, or even Quotation Responses linked to Estimates in your ERP system.

The methods of linking are diverse. Doc-Trak links documents in 4 different ways: 1) By browsing Windows Folders and finding a document to link; 2) By creating a rule that automatically links one or more document's based upon rules and smart filenames for the documents. An example is a rule to find an items CAD drawings where the file has the item number built into the filename; 3) By scanning a file and linking it, such as a material certification document and attaching it to the lot or serial number in the ERP system; 4) Through the normal processing of invoices, purchase orders, statements, packing lists, order acknowledgments, etc. that are typically paper-based documents. In Doc-Trak these documents are "electronically" printed and linked back to the place of origin in SyteLine.

The business benefits of linking documents are many. They include: * No paper - everything is electronic

• Since the documents are linked to precisely where they are needed, and follow that information throughout the ERP system, there is no searching for information. They are always at your fingertips... instantly.

• No more printing, mailing and filing of invoices, statements, purchase orders, etc. In fact, file cabinets for these documents are eliminated.

• A massive reduction in all the manual tasks associated with printing, folding, filing, and retrieving... that are a part of dealing with paper-based documents.

• The obvious Green benefits to the environment through less paper, less recycling, less landfill contents, and less energy to support these needs.

• More profit for your business by lowering costs

• Fewer people, due to fewer tasks and more simplification

...And the list goes on.

A Minnesota customer told us they expanded their business and moved to new offices, happily leaving all their file cabinets behind.

A Wisconsin customer said they cleared out an entire room filled with boxes of drawings, making them all electronic and finding new office space to grow their staff.

A customer in Australia had already created their document files with smart filenames. So with the addition of a handful of simple to define rules, the majority of their record specific documents were instantly available to their SyteLine users.

As you can see, Linking documents with in your ERP System has huge, money saving advantages.