All major ERP products, including Sage ERP, provide basic document management capabilities embedded in the core product functionality. For many companies, these basic capabilities simply do not provide the features they need to solve their specific problems, challenges, and inefficiencies when it comes to document management, but there are other options available with more advanced features. Below we have provided a summary of leading options for document management for Sage ERP Systems that integrate with Sage ERP solutions.
Sage Document Management is available through Sage as a private-label document management solution for Sage 100 ERP and Sage 500 ERP. The product is developed by Laguna Hills, CA-based Altec, Inc. and is practically identical to the Epicor Advanced Print Management application by Altec. Sage Document Management is also available for Sage ERP X3 but is not sold through Sage at this time. Instead, Sage ERP X3 customers can purchase Altec’s doc-link product as an alternative to the Sage ERP X3 Electronic Document Management (EDM) module which is currently the endorsed private-label solution for Sage ERP X3.
Sage Document Management is a long-time, proven document management solution with thousands of successful installations worldwide. The software is by far the most popular document management software for Sage ERP systems across Sage’s product portfolio and the recommended solution for most businesses.
Sage Electronic Document Management (EDM) is sold through Sage as an optional module for Sage ERP X3. The software is developed by UK-based Version One. The software has solid ECM features for management of financial and human resource documents but is less integrated with distribution and manufacturing modules within the Sage ERP X3 product.
Anytime Docs for Sage 500 ERP is a lightweight and affordable ECM document management option available exclusively for Sage 500 ERP. The software is developed, maintained, and supported by e2b teknologies. Unlike Sage Document Management, Anytime Docs does not capture documents. Rather, Anytime Docs is most useful as an entry-level document management tool to create PDF copies of documents produced out of Sage 500 ERP. The software works especially well for financial registers and journals as well as business forms such as invoices, statements, purchase orders, bills of lading, etc. Anytime Docs has special capabilities to assemble related documents such as sub-reports produced from journals and registers and also supports the creation of separate PDF document creation when printing batches such as invoices where you would want to generate a separate PDF for each invoice in the batch.
There are literally hundreds of products on the market today that provide some (or all) elements of the modern-day ECM business application. It is impossible to cover all of these applications in depth in a single article which is why we have written a ECM Buyer’s Guide, available below. The Buyer’s Guide provides more detailed information on the many products and features available on the market today as well as an RFP template for you to use during the evaluation and selection process. Click below to get your copy today.
There is no one-size-fits-all and you have to do some research to find the best ERP solution for you. Read more here.