Add-Ons - Document Linking
It’s never been easier to keep track of importing documents than with the Document Linking function! Designed to enhance the existing Notepad functionality, an unlimited number of documents can be linked to an item with Sage BusinessVision – Word documents, Excel spreadsheets, text files, images, sound files, and virtually any other document type.
Document Linking is available in the Customer, Accounts Receivable, Supplier, Accounts Payable, Inventory, Bill of Material, Payroll, Order Entry, Sales Analysis, Purchase Order, Purchase Analysis, and Job Cost modules. Documents can also be linked to General Ledger Transactions, Product Codes and Territory Codes.
Streamline workflow with true document management capabilities!
In addition to launching an application and creating new documents directly from the “Document Browse” window, Document Linking can also access pre-defined templates created with the Mail Merge function.
Imagine being able to keep track of warranty information, assembly and installation instructions, specification sheets, voice messages, custom reports, spreadsheets, graphics, websites and more.