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Document Management

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An integrated document management system that will organize your digital (paperless) documents in a manner that allows for quick retrieval when you need them. Keep documents on hand for customer specific documents. Keep documents on hand for everything tied to a sales order, including a signed delivery form. Keep documents on hand that relate to inventory items, such as certifications. Group the documents in a manner that makes sense for your company.

Access your documents from the document management system instead of wasting time to retrieve a document from a file cabinet.

Easily send a document such as an invoice to your customer, or a purchase order to a vendor, directly from the software.

Save your documents as digital documents to avoid physical damage to your document or even the possibility of losing your document

Email or fax a document to your customer or vendor directly from the system

Save any document as a PDF

No need to store physical documents that can take up valuable office space

Import email attachments

Nightly reports are converted to PDF

Organize your documents for quick identification and retrieval

Automatically import scanned documents

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I am very pleased with CP Tech’s very fast and reliable support service, the reasonable pricing, and the highly appreciated suggestions from the CP Tech team regarding any business related issues.

Silke Buchholz

JSP Components

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