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 bcFood’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 bcFood’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