Document Management

  Sage ERP Document Management by Altec

 Sage ERP Document Management by Altec allows companies to go paperless to work more effectively. Eliminate costs associated with storing, printing and sending paper documents and save time that is normally spent waiting for approvals or searching for documents. Documents are stored electronically in the repository where they can be easily retrieved, routed for approval and automatically outputted in the preferred format. And with the Smart Form Toolkit, you can customize your own dynamic forms to minimize data entry and streamline processes like Expense Reporting, HR Onboarding, Credit Card Processing, and New Vendor Requests – just to name a few! Learn more at

If you find yourself hunting down paper documents in filing cabinets and storage boxes, it’s time to go paperless with Sage ERP Document Management powered by Altec. Gain visibility to documents electronically to better serve your customers, get invoices paid in a timely manner and make auditing a breeze.

Do documents get lost?  Store them electronically so they can be instantly accessed from the desktop – but only by users with the appropriate security rights.

Is printing, storing and shipping documents getting expensive?  Route them electronically to save paper, time and money!

Have to search through files for related documents?  Sage ERP Document Management allows you to instantly see all documents associated with a particular order, vendor, or customer, for example, and automatically send the ones your customer needs in the delivery method they requested.

Does it take too long to get approvals?  Set up automatic email notifications and the ability to approve documents remotely via Smart Phone.

When you take paper out of the equation, and you’re equipped with the right tools, the opportunities for improved efficiencies are endless!  Whether it’s the AP process, sales order processing, HR On-boarding, expense reports – you name it and we can show you how to do it more effectively.

Call us to find out how Sage ERP Document Management can eliminate the paper and give you control of the process.

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