The platform enables small enterprises to organize important business documents such as e-mails, forms, memos, faxes, audio files, database reports and office suite documents.
The new document management platform is designed for Peachtree and enables financial professionals to file and retrieve scanned images and electronic document files through customer and vendor transactions. It also allows users to access customer documentation and vendor transactions through a CNG-SAFE user interface.
The platform features CNG-Batch, which allows users to scan multiple documents at once and file them either manually or automatically. Additionally, CNG-Filer enables users to file from any Windows-compliant software that supports the “Save As” function to a cabinet or folder. CNG-Forms allows users to automate the input of records into CNG-SAFE, enabling users to scan existing paper forms into electronic forms.
Cabinets NG shared-access filing environment platform also enables users to enter documents such as vendor bills, customer payments and credit card statements in their original formats, reducing the amount of time spent on printing and scanning documents.
“By linking CNG-SAFEs document management and workflow software platform with Peachtree accounting, our small business customers can now easily weave together accounting transactions and financial workflows with other business workflows,” Daneen Heislitz, director of Product Marketing for Small Business ACS at Scottsdale, Ariz., Sage Software, said in a company statement.
The document management platform for Peachtree provides users with enhanced content search, the ability to convert, scan and export to PDF as well as e-mail alerts that notify users which tasks they need to carry out.
“In addition to streamlining their operations, Peachtree users also gain integration benefits from our proven document management platform,” James True, vice president of Business Development at Madison, Ala., Cabinet NG, said in a separate company statement.
CNG-SAFE is available now and costs $995 per named user.