Advanced Archiving of Documents

CSM Solutions tightly integrate the advanced archiving package DbArchive into OM Plus. This allows The Outgoing Document Module automatically archives all documents printed by the Accounting or ERP system or any other server based system, as well as documents printed through Windows applications on the desktop. DbArchive compresses and indexes them, and then stores them away.

The Incoming Document Module compresses, indexes and archives all incoming documents, such as purchase invoices, proofs of delivery, etc. These documents may already be electronic images (e-mail, fax, etc.) or they can be scanned in if received on paper. This applies not only to all business documents, but also allows the archiving of any documents from other sources - contracts, correspondence, product literature, certificates of conformance, credit reports, for example.

Authorised users can retrieve documents from anywhere on the network. There are two main ways to do this:

• There is a configurable enquiry screen enabling users to search, for example, for invoices by number, customer name, date range, value range, or any other field, and with just a few mouse-clicks, to display all related documents.
• The user can drill down through the Accounting or ERP software, and just click on the relevant transaction to retrieve the appropriate documents.

Click here to request more information about DbArchive