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In Depth Features » Document Scanning

Automatic document scanning in SQLWorks provides true accountability and simple file retrieval. For most, the paperless office may be the aspiration, but we still exchange post with our clients and suppliers on a regular basis. Filing these documents separately from our internal invoicing or CRM software can lead to inefficiency and the risk of data loss. With SQLWorks you can avoid this by scanning all incoming post as soon as the postman delivers it. Documents scanned by your receptionist can be assigned to specific accounts or projects and the digital version on the server will be ready for viewing by all team members. Notifications can set up for when new documents have arrived, by email to desktops or iPhones. You can easily check, at a glance, all documents historically related to a specific company, project or job from within SQLWorks. Backups of all documents will be made to off site systems for complete security and peace of mind.

  • Compatible with TWAIN devices
  • Have all physical correspondence digitised and assigned to company, project or contact
  • Automatically create document thumbnails
Document Scanning Document Scanning

What Is SQLWorks?

  • Delivers fast & accurate information on Windows, Mac and Mobile systems
  • Proven 20-year track record based on client driven development
  • Cost effective, flexible and fully configurable for all types of business

Accounts & Finance

  • Complete transaction history, in depth statistics and advanced reports are available in an instant
  • Intuitive design and layout can be configured per company, per team, or even per user
  • Fully integrated with all other systems including warehousing, CRM, diary and more

Sales Order Processing & Stock Management

  • Full sales order progression and automated/manual stock allocation
  • Component based stock ledger for bill of materials and kitting allowing for alternate construction models
  • Transaction history provides batch level recorded traceability from incoming purchase order through to outgoing delivery note

Companies & Customer Relationship Management

  • Setup and control companies with as much detail as you like sharing single contact and address records between them
  • Fully functional calendar and word processing features allow for even more integration with multiple areas of the system
  • Project/campaign management, pdf writer, built in e-mail client, spell checker and more

In Depth Features

  • Take advantage of our focused development programmes, driven by client demand
  • Become a development partner and help develop new features for future versions
  • Explore some of the key features of SQLWorks and see how they can work for you

Call us on: 01271 850550