Attach the bill, the contract or the photo to the record it belongs to, decide who may see it, and find it again from a file explorer.
Document Management keeps the files behind your records - supplier bills, agreements, delivery proofs, signed pay sheets and employee papers. Each file is attached to the voucher, ledger account, item or employee it belongs to, and opens from that record. Files are kept on a store you choose, set up once as a connection. Permissions decide who may list, open, add and remove, per folder and file. A File Explorer lets you browse and search. With Voucher Line Documents, files can sit on single lines, follow them into the next voucher, and appear on the System Print.
Why use it
- You search shared folders and inboxes for the bill behind a paymentHere the file opens from the voucher itself.
- You keep employee papers where too many people can see themHere permissions decide who may list, open and download each folder.
- You lose the drawing or certificate for one order itemHere it sits on that line and follows it into the delivery.
- You cannot tell which files belong to nothingHere the documents dashboard counts files attached to no record.
- You fear a needed file gets deletedHere a file still attached to a record cannot be deleted from the store.
Key advantages
Files are linked to the record they belong to, so finding the paper means opening the record, not searching folders.
Permissions are held per connection, folder and file, for a user or a user group, separate from screen rights.
The connection password is encrypted on the server and never sent back to the browser.
Line documents follow a line into linked vouchers, and the System Print shows their pictures and links to every file.
The web screens use the same store as the desktop - the same connections, folder tree and permissions.
Removing a document from a record only detaches the link, so the file stays safe in the store.
Business benefits
Proof on hand
The bill, contract or photo is one click from the record when you need it.
Private papers protected
Only the people you allow can see or download sensitive files.
Less paper handling
Staff stop printing, filing and searching for copies.
Audits go easier
Supporting documents for vouchers are found from the vouchers themselves.
Where it is used
Accounts needs the supplier's bill behind every purchase entry.
The bill is attached to the purchase voucher and opens from it.
Each order line needs its drawing or test certificate.
The file sits on the line, follows it into the delivery, and prints as a link on the System Print.
Signed employee papers must be seen only by HR.
HR's folder is listed and opened only by the users and groups given permission.
What it costs, and what it saves
The price list could not be read just now; the pricing page shows today's price.
What it replaces
- Time spent searching folders and e-mail for documents
- Printing, copying and filing paper
- Risk of sensitive files seen by the wrong people
- Delays in audits while proofs are collected
Work out your saving
Your own figures, 26 working days a month. An estimate, not a promise. User licences are priced separately.
What it does for you
Documents attached to the record they belong to.
Voucher Line Documents, a feature bought on its own: files on a voucher's lines - a drawing or a certificate for one item - attached from the store or uploaded into a folder you choose; they follow the line into the next voucher, and the System Print shows their pictures and lists every file as a link that opens it.
Storage where you choose, set up once as a connection.
Permissions for who may see, add and remove.
A File Explorer to browse and search.
A documents dashboard: how much is kept, what was added, and files attached to nothing.