Streamline Your Document Management
DSD InstaDocs, the only embedded document management solution for Sage 100, streamlines document storage and access through an integrated panel, boosting workflow and productivity.
Benefits
Seamless Document Access
Bid farewell to the frustration of juggling multiple applications. With InstaDocs, you can effortlessly access and retrieve electronic documents directly from within Sage 100 through the intuitive... show more
Bid farewell to the frustration of juggling multiple applications. With InstaDocs, you can effortlessly access and retrieve electronic documents directly from within Sage 100 through the intuitive Documents Panel. No more wasted time searching for crucial information – it's all at your fingertips, streamlining your workflows and boosting productivity. show less
Efficient Document Organization
Tame the chaos of disorganized documents with InstaDocs' powerful organization capabilities. Easily tag your electronic files with unlimited keywords, enabling you to quickly locate the information... show more
Tame the chaos of disorganized documents with InstaDocs' powerful organization capabilities. Easily tag your electronic files with unlimited keywords, enabling you to quickly locate the information you need with comprehensive search capabilities across all stored documents. Say goodbye to endless file hunting and hello to a well-organized, efficient document management system. show less
Automated Document Storage
Streamline your service operations with InstaDocs' automated document storage feature. Service Orders and Service Items are automatically saved as PDFs within the appropriate customer directory,... show more
Streamline your service operations with InstaDocs' automated document storage feature. Service Orders and Service Items are automatically saved as PDFs within the appropriate customer directory, ensuring accurate and organized document management without any manual intervention. This time-saving feature eliminates the risk of misplaced or lost documents, allowing you to focus on delivering exceptional customer service. show less
Secure Role-Based Access
Safeguard your sensitive information with InstaDocs' robust role-based security. Define precisely which users or roles can view, open, email, delete, and manage documents within the Documents Panel,... show more
Safeguard your sensitive information with InstaDocs' robust role-based security. Define precisely which users or roles can view, open, email, delete, and manage documents within the Documents Panel, ensuring that your confidential data remains protected and accessible only to authorized personnel. With InstaDocs, you can maintain complete control over your document access while streamlining your operations. show less
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