Infor Document Management (IDM) & Automation

Document Management

Infor Document Management (IDM) for SyteLine Manufacturing ERP system offers a comprehensive solution. It allows you to enhance productivity by consolidating all your documents within your ERP system or business application. This integration results in a secure and user-friendly system that facilitates effortless document lookup, reporting, and filing functions.

IDM stands as a comprehensive document management solution seamlessly woven into the ERP system. It serves as an all-encompassing tool for storing, safeguarding, and monitoring documents enterprise-wide. IDM provides a unified content repository, version control, and robust security measures, working together to enhance document management procedures and elevate overall efficiency.

Whether it is Accounts Payable, HR, Customer or Vendor sign-offs on design, manufacturing specs on products, MSDS sheets or any other document, they can all be stored in one secure database with easy-to-use query and look-up capabilities.

Paperless is about having access to all documents, at all times, across all devices. View documents from within the application or let IDM retrieve the document from the central repository. 

Key Benefits

Securely store all business documents in one database

Easily access all information across most devices

Significant ROI on the ERP project

Ensure everyone in your organization is working together

Improve customer service

Quickly address compliance issues

Implement digital signature capabilities with DocuSign

And More

Save Money

  • Reduce costly labor expenses due to filing, retrieving, emailing, routing, and looking for lost documents
  • Eliminate costs associated with copying, printing, and faxing documents
  • Improve productivity by validating data during scanning
  • Decrease the time and costs spent assembling documents for audits
  • Decrease the time and costs associated with managing compliance programs
  • Grow your business and transactional volumes without adding staff
  • Decrease Days Sales Outstanding (DSO) by automating delivery of invoices, including past due invoices

Save Time

  • Streamline business process by changing to a paperless, rules-based workflow
  • Publish documents through a web portal to free up Customer Service Representatives (CSRs)
  • Re-allocate saved time for employees to more revenue-generating activities
  • Proactively manage internal documents through configurable queries
  • Automatically import electronic transactions, faxes, EDIs, lockboxes, and more
  • Barcode and Optical Character Recognition (OCR) technologies provide for fast electronic filing of documents

Increase Responsiveness

  • Research and resolve customer disputes right from your desktop
  • Review and approve accounts payable, comparing PO, invoice, and packing slip all from your desktop
  • Publish documents through a web portal to enable customer self-service
  • Better enable internal communication between departments and branches
  • Automate exception reporting through configurable queries

Free Resources

Infor Cloudsuite Industrial ERP - Production Control Demo
Watch a demo of Infor SyteLine Cloudsuite ERP for Production Control
View Resource

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