Sage 200 Suite Overview

Electronic Document Management

Invu integration for Sage 200 allows user to scan & retrieve documents while they work. Documents are securely archived into the revenue approved Invu document management system and originals can be destroyed!

Invu is hidden from users in Sage 200 - seamless integration prompts the user to place document in the scanner - new buttons allow documents to be retrieved from Sage screens

Easy to install and use - Users do not have to learn any new software applications - prompts or options are given at the appropriate point of data processing

Destroy your original documents - Invu is revenue approved and documents can be destroyed when scanned

Runs with Multiple Sage Companies - with option to keep all document in one single document storage system

Search document content - Invu runs an ‘Optical Character Recognition’ (OCR) process on all documents - you can text search the content of all scanned paper documents

Logical filing of documents - documents are scanned and retrieved from the relevant Sage modules - e.g.. Customer purchase orders are linked to the Sales Order

Authorisation workflows- invu provides a workflow facility for authorisation of documents - integration with Sage means queried invoices can be cleared for payment

Save Time and Space - no time is spent filing or looking for documents - with office space at a premium considerable savings may be possible.

Integration with Spindle from Draycir - this means all outgoing documents from spindle can be archived into Invu

Typical documents stored with the Sage 200 integration for Invu - Supplier invoices, goods received notes, credit notes & requisitions - Customer purchase orders, picking list, packing sheet, work/time sheets - Airway bill, letter of credit, export license, supplier quote - Credit application forms, customer & supplier correspondence - Signed delivery notes (POD’s) (auto scanning options for volume) - Stock item specification documents (version control options) - Bank statements & correspondence - Custom document types can be added

Maintained within Sage 200 - only Sage and Invu need to be installed - no additional packages are required

Uses the same platform as Sage 200 - uses MS SQL Server - uses MS IIS - Uses active directory for logon and document security

Useful information - typical scanned document size 30k-40k bytes - a 4 draw filing cabinet would equate to approx 1 Gig of storage space

By managing all your documents electronically from your desktop, Invu improves efficiency, lowers costs and makes you more responsive to enquiries.You won’t even have to leave your desk.

From legal firms to hospital trusts, schools to estate agents, accountants to publishers, logistical operators to IFAs, Invu solves problems common to all organisations, from 2 to 20,000 employees.

Designed by the people who use it, Invu is the simplest, most intuitive software you’ll ever run on your desktop.

Easily searchable and always accessible, Invu allows anyone who ever needs a document to find it, share it, change it and store it, all within a few clicks of a mouse.

Invu saves you so much...

Save time: why waste time hunting through dusty storerooms and rusty cabinets? Invu puts everything you need on your desktop. Imagine the time you’ll save, when you need it most, simply through being in complete control of your work.

When your most important client calls, you’ll have all the information you need for the conversations that really count. Last month’s sales report? No problem. Your latest invoice? It’s right there. A customer’s letter? Get straight to it.

Invu cuts out the time you lose every day, looking for missing information. You simply won’t believe the difference Electronic Document Management makes to your query response times and the level of service you provide your clients.

Save money: think of the resources you’ll save managing and sharing work more efficiently, improving service to suppliers and customers and freeing your team to do the job you’re paying them for.

With the burden of admin lifted, efficiency comes naturally. Invu puts an end to the substantial business cost of missing files, delayed proposals and compromised client service.

Remarkably, Invu reduces the cost of managing and retrieving every document in your business to as little as £1 per day.

Save space: what will you do now your store room’s clear and your filing cabinets are being turned into scrap? How about a new business team or a meeting room?

Storing your documents electronically frees up ‘dead’ areas once given over to cumbersome, impractical storage, allowing you to put every square foot of your office space to best use.

With many organisations now obliged by regulatory bodies to maintain their records for years, even decades, storage space has become a major concern. Invu instantly relieves the pressure, providing safe, compliant access at the touch of a button.

Just imagine it. You’ll never waste time looking for another letter, invoice, fax, estimate, presentation or record ever again.

All this and a full return on your investment within six months.

There’s more to Invu than saving your organisation valuable time, money and space. Unlike the paperwork on your desk, the benefits of Invu just keep stacking up.

So simple to use
Invu is the first software in the world designed by the people who use it. Above all, they wanted it simple and straightforward. That’s why Invu makes every document in your business fully searchable via an interface that needs minimal training.

Gives service a lift
Invu frees your staff from the burden of administration, allowing them to focus on the areas of your business where they can make a real difference, like looking after your customers. With Invu at the heart of your business, response times are drastically cut and you’ll always have the answers.

Keeps you in control
Invu is more than a hi-tech filing cabinet. You can share documents, create your own workspace with remote online access, keep a track of who saw what and when and improve regulatory compliance. Invu is flexible and designed to suit your business. So flexible, it tailors the functionality to your specific business needs.

Easy on the budget
We’re so confident in our software, we know you’ll see a full return on your investment within six months. There is simply no more cost-effective way to manage the flow of information through your business. You’ll spend less running Invu than you currently waste tracking down and managing your paperwork. Invu cuts these costs to as little as £1 per day.

Looks familiar
There’s something very reassuring about Invu software, especially if you’re a computer user. Its intuitive interface, menu system and folder structure means you’ll find everything right where it should be. Invu is the only document management software to balance such broad functionality with incredible ease of use.

Fits right in
The architecture of Invu software makes it a big hit with IT Managers. It integrates seamlessly with legacy systems, appearing as an icon in the toolbar and dovetailing neatly with all common packages like Sage or Goldmine, offering extended functionality and accelerated document access. With minimum disruption and rapid adoption, every employee soon feels right at home with Invu.

What does Invu really do?

Scanning
Invu will support many different file formats, including those generated from scanning. The most common is TIFF but it also supports PDF, JPEG and many more.

Indexing
Invu allocates a unique number to every version of every document. You can even set your documents to display like a filing cabinet, which can make it easier to store and file information. Alternatively, you can completely automate the indexing process.

Searching
Invu contains state-of-the art search and retrieval facilities. Using either an indexing system or document content, you can search quickly and easily. Results are displayed by category and are instantly understandable.

Viewing
With Invu, you can see your documents in a single or multi-page format, making it easy to navigate through large documents in a logical and simple way.

Creating
Provided the relevant application is installed, Invu gives you the ability to create files of any type. You simply decide where it needs to be filed in Invu and your users (security permitting) will be able to find it, retrieve it or search its content with speed and efficiency.

Security
Invu’s security can be configured to allow users and groups to view, edit, delete, index and view information, according to their own privileges.

Version Control
The software allows you to edit any document and create a new version. Other users will be notified that the document is being modified but will still be able to see previous versions. Version numbers are also generated automatically.

Workflow
With the help of Invu Workflow Designer, business processes become truly logical – whether they’re system or document related. Users can action or authorise tasks and transfer bundles of data, not just documents.

Internet Explorer
Using Invu, you can capture a web page or just link to one, using IE 5.0 or above.

Customisation
You can adjust many aspects of the Invu system and it comes with three different types of interface – simple, standard and advanced.

Communications
Invu communicates seamlessly with server-based mail systems, so you can work with your emails and index them in the Invu system just like any other document.

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