Every scanned document, attached to the record it belongs to.
The Document Store is the central repository for the paperwork the business runs on — supplier invoices, signed delivery notes, customer purchase orders, contracts and expense receipts. Each one is linked to the account or document it relates to, so it is one click away from wherever you are working.
Scanned paperwork linked to the account or document
If scanned documents sit in shared folders and inboxes, finding the one you need means a search that has nothing to do with the account it belongs to.
Filed by hand, found by luck
Invoices and delivery notes scanned into folders named by date or initials — quick to save, slow to find, and easy to misfile.
Binary data in the trading store
Scanned images kept alongside live transactions swell the database that runs the business, and back-ups grow heavier with every file.
Proof that is hard to produce
When a customer queries a delivery or a supplier disputes an invoice, the signed copy is somewhere on the network and nobody can put a hand on it quickly.
Paperwork trapped in personal inboxes
Scans saved to individual mailboxes and desktops go with the person — when they are on leave or move on, the only copy of a document can walk out with them.
Overview
One repository, linked to your records.
Scan the paperwork once, attach it where it belongs.
Capture scanned paperwork through a guided wizard
A wizard walks from file picker to metadata to link target to save. Supplier invoices, delivery notes, purchase orders, contracts and receipts all handled the same way.
Wizardfrom file to filed
One storefor every document type
Link each document to the record it belongs to
Link to a customer or supplier account, a nominal account, or an Order Processing document. The link is set at upload, so the document is filed against its record from the start.
Accountor document as the link
Filedagainst the right record
Recall the paperwork from the record in one click
"View scanned documents" and "Attach scanned document" sit on every browse. Open the paperwork behind an account or a document without leaving the record.
One clickfrom any account or document
On every browseview or attach
Open documents in a browser through the web viewer
A web-rendered viewer opens documents straight in a browser. Used by the customer payment portal and the purchase-order authorisation portal.
In-browserdocument viewer
Two portalspayment and authorisation
In their words
Running our trading and our accounts together on one platform keeps day-to-day work simple.
DeWolfe MusicMedia & music
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Works with the rest of DataFlow.
The Document Store attaches the paperwork behind the records other modules create.
Scanned paperwork the business runs on — supplier invoices, signed delivery notes, customer purchase orders, contracts and expense receipts — all held centrally in one repository.
How do I find a document again?
Each document is linked to a customer or supplier account, a nominal account, or a specific Order Processing document. You recall it in one click from the linked record using "View scanned documents" or "Attach scanned document", which sit on every browse.
Where are the scanned files kept?
In a dedicated store of their own, so the scanned files stay out of the day-to-day transactional data.
Does it delete old documents automatically?
No. Retention is customer-managed — there is no automatic enforcement, so you decide what to keep and for how long.
