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Document Management

Eliminate File Cabinets – Access Files from Anywhere

Manually filing and locating critical documents has always been a tedious task, but not anymore. Savance Enterprise’s Document Management module will allow you to eliminate file cabinets, as well as time spent sorting, filing, and finding documents. The system will automatically scan and index hundreds of different types of documents at one single time (no user intervention required), allowing you to view, print, fax, or email documents from anywhere in the world, using a computer or a mobile device. For your outside sales team – as well as your bottom line – this can make a world of difference.

Benefits
  • Eliminate filing cabinets once and for all
  • Automatically scan and index files without user invention
  • Instantly retrieve documents from anywhere in the world
  • See all related documents by linking items in the system
  • Advanced document search functionality
  • Leverage your existing hardware

  • 100% Auto Indexing

    Documents are scanned and indexed into the system, and automatically separated based on rules. No user intervention.

  • Document Search

    Use several criteria when searching for documents. Access files from anywhere.

  • Online Document Access

    Access any document, no matter where you are, thanks to online document access with search functionality.

  • Auto eDocs

    Electronically capture and index every printed check or document for reference later.

  • Document Zones

    Create zones on all your documents, so when scanning documents, eDocs knows exactly where to pull information.

  • Optical Character Recognition

    Savance Enterprise features ORC technology, turning scanned documents into machine-encoded text.

  • Automatic Form Recognition

    Save time by automatically recognizing and pulling information from supplier forms.

  • Drag & Drop Variables

    Easily drag and drop variables to map indexer fields to database table or stored procedure input fields.

  • PDF Conversion

    Convert files and stored information into PDF files in the system. View, download, print, or email from anywhere.

  • Automatic Information Verification

    The system will automatically verify information read from OCR or from a barcode.

  • Dynamic List Creation

    Create dynamically-driven list that are populated from a database or file during the indexing process.

  • POD/PO Invoice Attachments

    Make sure customers have everything they need by including scanned PO and proof of delivery with invoices.

  • Barcode Document Splitting

    Spilt a batch of scanned documents using barcode identification. Choose to split when any barcode is found or a unique barcode is found.

  • Existing Hardware Support

    Low cost scanning solution that can leverage your existing hardware; no additional hardware is needed.

  • Publish to Folder

    Easily set rules and publish files to specific folders. Options to add, delete, modify, or skip when files are duplicate.

  • Batch Document Scanning

    Automatically scan and index hundreds of different types of documents at once, rather than one at a time.

  • Mask Editor

    Use Visual Basic Script or Internal Masking to produce any result you need. You can also use built-in mask functions.

  • Resize & Rotate

    Re-size page widths and heights, and rotate files in order to make text and images fit.

  • Complete Product Integration

    Complete integration throughout the product ensures you always have the right document when you need it.

  • Key Indexer Wizard

    Use the Key Wizard to define the database look-up and the returned data will be available in the indexer.

  • Run-Time Remapping

    Remap any document and correct mistakes during run-time.

  • Customer Self-Retrieval

    Give customers the ability to retrieve their own documentation, including invoices and proof of deliveries.

  • Mobile Document Access

    View, print, fax, and email any document from any mobile device with access to the Internet.

  • TypeAhead Auto-Fill Tool

    Auto-complete tool eliminates typing errors and saves you from retyping: type a few characters and TypeAhead does the rest.

  • Database-Driven Lists

    Configure a list from a table, view, or stored procedure to pull data from a database.

  • Object Linking

    Create object links and instantly see all RFQ's and PO's that relate to a particular quote.

  • Quote Attachments

    Attach any document (specification sheets, PDF's, Word or Excel docs, or TIFFs) to a PO/Order and quickly get it to the customer.