What Is EDMS Software?
A comprehensive EDMS like IntelliChief serves several purposes. First and foremost, it can keep all your paperwork right at your fingertips. When you need a document, you won’t have to get up to search through a filing cabinet or return it when you’re finished using it. You can retrieve documents from your digital repository at a moment’s notice — even from a remote location. Furthermore, you can easily share your files with team members in other locations — no emailing or faxing required.
We offer more than just electronic document storage, too. In fact, storage is only one facet of our industry-leading system Our EDMS incorporates many other features to help you process your paperwork faster and more efficiently. IntelliChief gives you the ability to automatically import and validate data, review documents that require your approval, and move documents through the various stages of their respective workflows. For example, IntelliChief can honor different workflows for Accounts Payable and Accounts Receivable.
Data Automation and Process Automation With EDMS
When you store a document in IntelliChief, it is scanned for important information, like line items and addresses. This data can then be matched against purchase orders, receipts, and other important documents.
Then, to help you manage your documents more easily, our software automatically imports that data into your ERP using advanced Robotic Process Automation (RPA) technology. That means no manual keying required by your team. This helps your employees work faster while reducing the number of errors in your process.
From there, IntelliChief “robots” automate all of your document-driven workflows. You’ll be able to electronically approve invoices, create purchase orders, process employment applications, and more — all with the click of a button.
What Can You Do With IntelliChief’s EDMS Software?
IntelliChief’s EDMS is built to be as simple — or as robust — as you need it to be. Out of the box, IntelliChief comes with everything you need to start managing your documents electronically, allowing you to:
- Store hard copies to an electronic archive by scanning them once
- Save electronic documents to an archive with a single click
- Automatically import documents that are placed in a folder on your network
- Create custom workflows and route documents to the appropriate users based on custom permissions
- Test your workflows in a production environment, then implement them in a non-production environment
Our digital document management software is fully customizable, which means that you can add supplemental licenses and applications to get the most out of your investment. For instance, you can use up to eight individual archives, allowing you to implement your EDMS across various departments while keeping each team’s records separate and secure. Similarly, you can purchase additional non-production environment licenses to expand your development, testing, QA/QC, and training capabilities.
Let an Expert Connect Your ERP to an Electronic Document Management System
IntelliChief works with any existing ERP or line-of-business system. Prior to implementation, our team will work closely with your business to develop a custom integration plan to make sure that your system is fully connected before you go live. We have handled countless EDMS implementation projects and can assure you that your system will be completely functional upon setup. Click here to learn more about our system requirements.
Once you’re up and running, we offer around-the-clock user training, tech support, and assistance with future upgrades. You can reach out at any time you need us. We’re proud to be your long-term partner for digital document management and look forward to showing you how the right EDMS can help your business succeed across an array of departments, including Accounts Payable, Accounts Receivable, Customer Service, and more.
Request a Demo of IntelliChief’s Industry-Leading EDMS
Interested in learning more about IntelliChief’s electronic document management systems? Our team can put together a custom demo of our software. For more information about our industry-leading EDMS, contact us today.