Advanced Business Manager

Scan & Attach, document

management module

The Advanced Business Manager Scan & Attach, Document Management module provides comprehensive functionality within various ledgers such as Nominal, Debtors, Creditors, Price Book, and Job Costing.

Its key features and benefits include:

Paper Usage Reduction

By utilising this module, businesses can significantly decrease the amount of physical paper they need to store, leading to a more organised and efficient document management system.


Attachment Capability

Users can attach documents to any ledger or transaction where a “paper-clip symbol” is present. This feature enables the association of relevant documents directly with specific accounts or transactions.


Versatile Source Options

The module allows for seamless attachment of documents from various sources including Outlook, hard disk, USB stick, or any other compatible source. Additionally, users can scan documents directly from a desktop scanner, provided it is Twain compatible and equipped with a feeder.

Efficient Scanning Process

To streamline the scanning process the module supports batch scanning by utilising scanners with feeders. This eliminates the need to lift the scanner lid for each document, enhancing overall productivity.


Embedded Scanned Images

Scanned images are embedded directly into the database, ensuring their integrity and accessibility. This eliminates the dependency on original files or emails, which can be safely deleted once documents are scanned and stored.


Portability

In the event of database migration to a new server or location, attachments seamlessly travel with the database, preserving data continuity and accessibility.


Document Categorisation

Within the scanning and document management module, users can categorise scanned documents, facilitating easy retrieval and organisation. This categorisation feature enhances document management efficiency and enables quick access to relevant information when needed.


Paper Usage Reduction

By utilising this module, businesses can significantly decrease the amount of physical paper they need to store, leading to a more organised and efficient document management system.


Attachment Capability

Users can attach documents to any ledger or transaction where a “paper-clip symbol” is present. This feature enables the association of relevant documents directly with specific accounts or transactions.


Versatile Source Options

The module allows for seamless attachment of documents from various sources including Outlook, hard disk, USB stick, or any other compatible source. Additionally, users can scan documents directly from a desktop scanner, provided it is Twain compatible and equipped with a feeder.

Efficient Scanning Process

To streamline the scanning process the module supports batch scanning by utilising scanners with feeders. This eliminates the need to lift the scanner lid for each document, enhancing overall productivity.


Embedded Scanned Images

Scanned images are embedded directly into the database, ensuring their integrity and accessibility. This eliminates the dependency on original files or emails, which can be safely deleted once documents are scanned and stored.


Portability

In the event of database migration to a new server or location, attachments seamlessly travel with the database, preserving data continuity and accessibility.


Document Categorisation

Within the scanning and document management module, users can categorise scanned documents, facilitating easy retrieval and organisation. This categorisation feature enhances document management efficiency and enables quick access to relevant information when needed.


The Advanced Business Manager Scan & Attach Document Management module offers businesses a comprehensive solution for digitising and organising their documents, leading to improved efficiency, compliance and accessibility of critical information.

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