Document Management
Document Management is an electronic document classification, storage, retrieval, and routing system that runs directly from Sage Timberline® Office Desktop. With Document Management, you'll quickly experience increased efficiencies through improved storage and document access capabilities. As a result, you will be able to effectively manage the document approval and routing process so your business runs smoothly.

Using a secure DocuVault® database, you can capture, classify, and archive any document created by computer or scanner. Because you can store these document images in a highly compressed, secure format, you can eliminate the filing cabinets and boxes you currently use to store your project-related documentation. In addition, its powerful search engine allows you to retrieve files by document classifications, user-defined keywords, or multiple keywords with lightening-fast results.

Scan and classify documents using a number of options such as document type, job number or property, and you're ready to distribute or route to the appropriate department or reviewer, or you can save for future distribution. Once it has been distributed, an automated e-mail notification is sent to the reviewers e-mail inbox alerting them of the pending document.

Do you have documents that need to be routed for approval or require further instruction? No problem. With Document Management you can apply an electronic approval stamp prior to routing the document. Easily apply sticky notes, to highlight specific areas within the scanned document and add questions or instructions to help streamline your document routing and approval process.

A key feature of Document Management is its ability to integrate with other Sage Timberline Office applications. One of the benefits of this seamless integration is a convenient drop-down menu that lets you organize your document with previously-used Sage Timberline Office data fields as you are classifying, routing and approving current documents. Document Management lets you view document images at the same time that you enter data in Sage Timberline Office, so you can have the information you need when you need it. With a split-screen capability between Document Management and another Sage Timberline Office application, data-entry has never been so easy and efficient.

Document Management Capabilities

• Classify your documents by a number of fields such as job number, cost code, property, document type, user-defined custom field, or pre-defined classification, to expedite search and retrieval.
• Gain real time access to Sage Timberline Office data while classifying documents.
• Retrieve documents instantly with powerful, high-speed search capabilities.
• Compress documents easily, to save even more space, with a highly-sophisticated compression routine. Use electronic notes and stamps, similar to ink stamping on documents, to improve document history and facilitate the routing/approval process.
• Classify a collection of related documents for quick access to large groups of documents.
• Categorize groups of documents for quick CD-burning or for internal and external distribution.
• Get up and running quickly with the help of a simple, self-contained setup wizard.
• Integrate with e-mail applications to alert users of documents awaiting approval or review.