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Document Management Solutions

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Document Management Solutions | Reality Solutions Ltd
  • August 9 2024
  • Lottie Perrelle

In today’s modern world, businesses are relying more heavily on Document Management Solutions (DMS) to streamline operations and enhance efficiency. The drive to go paperless is incredibly important if you are trying to remain competitive in your industry, and run a more sustainable business. For any business that is looking to improve its document handling processes, a robust DMS is essential. The two best solutions that integrate with Sage software are Sicon & Draycir, let’s take a look at both of these in more detail.

Sicon Documents

Designed to enhance your document management processes, Sicon is specifically designed for integration with Sage 200. It simplifies document handling by allowing users to attach, email and archive documents directly within Sage itself. Sicon documents provides a fully integrated document management solution for Sage 200, with three main options:

  1. Archive: this allows you to archive documents, emails and scan paper documents directly into Sage 200 as you work.
  2. Distribute: automatically email documents including sales order acknowledgements, purchase orders, invoices and more.
  3. Automate: with the extra Sicon Document Automation add-on you can receive scanned invoices electronically, enabling quicker invoice posting and reduced errors.

Spindle Document Management Solutions from Draycir

This gives you complete control of all documents coming in and out of Sage, allowing you to streamline your business operations. Spindle document management solutions automate workflows to help save your business time and money. From distributing outgoing documents, to capturing incoming documents and automating the invoicing process within Sage 200, this software from Draycir ensures you stay compliant whilst reducing manual administrative tasks.

Why Go Paperless?

Here are just a few reasons why going paperless and choosing a document management solution will benefit your business:

  1. Cost saving – paperless systems reduce costs associated with printing, paper and storage.
  2. Space saving – by storing documents digitally, this frees up physical space, making offices more environmentally friendly and safer.
  3. Improved security – digital documents are easily encrypted and access-controlled, so are safer and offer better protection than paper documents.
  4. Reduced environmental impact – moving documents online helps to reduce the environmental impact, helping companies lower their carbon footprint.
  5. Improved accessibility – digital documents can be accessed from anywhere, helping to aid remote working and collaboration.
  6. Audit trails – paperless software ensures businesses stay compliant with industry regulations, and also provides an audit trail for all documents.

Benefits of Using Sage Document Management Solutions

One of the main benefits of using document management solutions is that it allows better collaboration between members of staff. Documents can be accessed and edited in real-time, which is essential for teams working remotely.

Having documents digitised also allows for better decision-making as stakeholders can easily retrieve documents and make informed decisions, without having to waste time sifting through physical paperwork.

Embracing a paperless environment helps to improve sustainability within businesses, and can help a company work towards their sustainability goals. By reducing paper waste and therefore your carbon footprint, you can improve the reputation of your company too.

Conclusion

In a world that is constantly moving towards new digital technologies, adopting a paperless document management system is essential in order to remain competitive. Both Sicon & Draycir document management solutions offer an integrated system that can reduce costs, streamline business processes and enhance productivity.

For more information on how either of these can help your business, get in touch with the Sage experts at Reality Solutions today.

​​*This article contains general information in order to assist all of our customers and is meant for guidance only – there are no guarantees that the information we provide will be suitable for your particular needs. If you require specific assistance, we recommend that you seek professional guidance on your individual circumstances. Reality Solutions are in no way responsible for any loss or damage arising from any information contained within our articles.

 

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