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Document Management

Save your files for the future

A document management system (also sometimes referred to as a “content management system”) is an infrastructure used to track, manage and store documents, and (in the case of digital document management) reduce paper. Most systems are capable of grouping documents together by common business area or purpose. Document management is often viewed as a component of enterprise content management (ECM) systems and is related to digital asset management, document imaging, workflow systems, and records management systems.

With Aptean Food & Beverage ERP bcFood Edition’s Document Management, you can upload and add documents of any file type to your records and transactions.

dynamics erp document management

Document Management

With Aptean Food & Beverage ERP’s document management tools, you can upload and attach files and documents to all of your master data records and transactions. Streamline the upload process with the document basket, which supports simple drag and drop functionality and provides users with a quick visual indicator to attached files.

Supports all file types – attach any type of file to your Dynamics records. Word documents, PDFs, Notepad files, Excel spreadsheets, e-mails, and any other sort of file can be uploaded.

Maintained in history – as transactions such as sales and purchase orders are processed and deleted, any attached documents are automatically copied to the finished historical records that are created by the system, ensuring their availability for future reference needs.

Document groupings – categorize documents by type or business area and define assignment roles for each type so that sensitive materials can only be accessed by employees with the proper permissions.

Usage scenario

Scan copies of purchase invoices, bills of lading, and certificates of analysis and then upload these PDF files to received lot records.

dynamics erp document management screen shot

Many of the compulsory regulatory documents that were previously unavailable to Kermit Lynch can now be stored within the database and generated as needed via bcFood’s Document Management solution.”

» Read the full case study.

Kermit Lynch Wine Merchant.

 

See more functions in our Feature Book.

We present most of the important features of Aptean Food & Beverage ERP in our extensive Feature Book.

Feature Book
 


Contact us for more information

Do you want to know more about Aptean Food & Beverage ERP?

Thank you for your interest! We’ll be in touch shortly.

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Aptean Food & Beverage ERP bcFood Edition

Functions

Feature Book

Food Safety

Food Industry

Benefits

Aptean Food & Beverage ERP bcFood Edition

Business Central

Upgrade to Aptean Food & Beverage ERP

Aptean Food & Beverage ERP White Paper

Implementation

ERP Success Factors

Implementation Process

Deployment Options

About Us

Beck Consulting

Our Team

Our Customers

Our Partners

Our Success Stories

More Information

The Blog

ERP Unlocked

ERP Solutions for Dynamics

Support

FAQ

Contact

bcFood phone(800) 456-8474

bcFood mailsales@bcfooderp.com

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bcFood is a TradeMark owned by Beck Consulting, an Aptean company