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Sage Paperless Construction Help

Introduction

Use Sage Paperless Construction to:

Capture  

  • Capture electronic documents through drag-and-drop methods.

  • Capture electronic forms data from remote users.

  • Send mobile apps pictures and other data directly to Sage Paperless Construction.

Index and Store 

  • Define custom document types and indexes.

  • Update index fields through integration with an in-house database, or by manual entry.

  • Index and file electronic documents (i.e., Microsoft® Word/Excel and Adobe® PDF).

  • Store documents and data securely in one central location with access defined by Sage Paperless Construction security groups.

Retrieve 

  • Retrieve images through any combination of index fields.

  • Create user-defined templates to search with "folder-like" views.

  • Retrieve data with standard or custom Bold Reports.

Distribute 

  • Distribute documents through email, print or save to file.

  • Distribute documents through email, print or save to file.

  • Annotate document images with stamps, notes, lines and signatures.

Archive 

  • Establish life-cycle scheduling and disposition for all imaged documents.

Collaborate 

  • APFlow™: Accounts Payable, Invoice Routing and Approval Workflow module allows for efficient A/P processing.

  • DocRoute™: Document Routing module for manual or automatic routing of documents for collaboration or approval.

  • eCapture™: Smart phone app offers the ability to take pictures, enter data, and submit AP Invoices, AP Receiving tickets, Credit Card Receipts and Job Photos directly back to your Sage Paperless Construction system.

  • eForms™: Electronic forms software allows forms to be published to user devices to gather information and submit back to your Sage Paperless Construction system.