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Simplifying and Centralizing Your Document Management in Sage X3

Join Net at Work and X3CloudDocs to explore how you can centralize, organize, and retrieve important documents more efficiently while linking them directly to Sage X3 transactions and records.

X3CloudDocs gives users full visibility and control over all relevant documents in one place. It enables both Sage X3-generated and external files to be linked to the appropriate accounts, products, and orders. They can also be viewed directly within Sage X3, resulting in simpler document handling, better accessibility, and more efficient day-to-day operations.

During this live session, we will cover how to:

  • Centralize and securely store business documents in a single accessible system
  • Link documents directly to Sage X3 records and transactions
  • View both Sage X3-generated and external documents from within Sage X3
  • Reduce paper-based and manual filing processes
  • Improve retrieval times and operational efficiency
  • Strengthen traceability, control, and visibility across the organization

Watch now to hear from the Electronic Document Management experts and see how X3CloudDocs can help reduce paper-based processes, improve traceability, and provide faster access to critical business information.

One Click = The Faster Way Sage ERP Users Deliver POs & Invoices

Automating Document Delivery to Customers & Vendors

Still spending too much time chasing, collating, and sending supporting documents to customers or vendors? Whether it’s POs, receipts, sales orders, contracts, or shipping docs, manual processes slow you down and create costly errors.

With DocLink, a Sage-integrated solution, you can fully automate document deliver – ensuring the right documents get to the right people, every time.

Join us to see how DocLink helps Sage ERP users:

  • Eliminate manual copying, collating, and mailing
  • Automate delivery from approvals through final distribution
  • Deliver documents instantly in any format (email, file copy, print, etc.)
  • Ensure every required attachment – like T&Cs, invoices, bills of lading – is included
  • Save time, cut costs, and boost accuracy across AP, AR, purchasing, and sales

Streamline document delivery and make life easier for your team, customers, and vendors.