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Infor Fourth Shift Document Management System (DMS) · With Infor Fourth Shift DMS, storage and...

Date post: 29-Mar-2019
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Improve the way you manage documents Imagine being able to store and search for electronic signatures, drawings, and quality data or even as-built configurations for later retrieval and analysis. With Infor® Fourth Shift Document Management System (DMS) you can. Infor Fourth Shift DMS makes storing and searching for documents quick and simple. You can automatically store documents that are generated out of Fourth Shift along with the search criteria fields that you define, including documents that are normally batch-generated like invoices and checks. You can also define new document types along with their associated search criteria, so whatever types of documents are important to your business—text, drawings, and images—can be easily stored and retrieved based on your search criteria. Stop drowning in paper When you consider the daily volume of purchase orders, quotes, shipping and receiving invoices, request for quotes, and other documents you need to do business—you can see how organizations like yours generate a great deal of paper. Whether you’re creating documents in-house or receiving documents from outside vendors and customers, it’s likely that you’re working with hundreds of documents or more each day. And, in many environments, it’s also likely that you’re making two or three copies of each document for sharing and hard copy filing. Infor Fourth Shift Document Management System (DMS) Save paper and office space by eliminating the need for hard copies and filing cabinet storage with Infor Fourth Shift DMS. Infor Fourth Shift
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Page 1: Infor Fourth Shift Document Management System (DMS) · With Infor Fourth Shift DMS, storage and document searching can be tailored to departments, business processes, and document

Improve the way you manage documents

Imagine being able to store and search for electronicsignatures, drawings, and quality data or even as-builtconfigurations for later retrieval and analysis. With Infor®Fourth Shift Document Management System (DMS) youcan. Infor Fourth Shift DMS makes storing and searchingfor documents quick and simple. You can automaticallystore documents that are generated out of Fourth Shiftalong with the search criteria fields that you define,including documents that are normally batch-generatedlike invoices and checks. You can also define newdocument types along with their associated searchcriteria, so whatever types of documents are important toyour business—text, drawings, and images—can be easilystored and retrieved based on your search criteria.

Stop drowning in paper

When you consider the daily volume of

purchase orders, quotes, shipping and

receiving invoices, request for quotes,

and other documents you need to do

business—you can see how

organizations like yours generate a

great deal of paper. Whether you’re

creating documents in-house or

receiving documents from outside

vendors and customers, it’s likely that

you’re working with hundreds of

documents or more each day. And, in

many environments, it’s also likely that

you’re making two or three copies of

each document for sharing and hard

copy filing.

Infor Fourth Shift DocumentManagement System (DMS)

Save paper and office space by eliminating theneed for hard copies and filing cabinet storagewith Infor Fourth Shift DMS.

Infor Fourth Shift

Page 2: Infor Fourth Shift Document Management System (DMS) · With Infor Fourth Shift DMS, storage and document searching can be tailored to departments, business processes, and document

With Infor Fourth Shift DMS, storage anddocument searching can be tailored todepartments, business processes, and documentsecurity. You can choose to group yourdocuments together with similar search criteria sothat all documents related to a particular functioncan be found in a single search. An order-to-cashgrouping, for example, might include thedocuments related to customer orderacknowledgement, packing lists, invoices, andchecks that share common search criteria—like a

customer name. When searching that group for aparticular customer name, all documents includedin that group will be returned in a single search.

Even better, you can use Infor Fourth Shift DMS tostore additional information related to eachdocument. A notes function allows you toelectronically add notes to each document that isstored eliminating the need to utilize hard-copydocuments in process flows and ensuring thateveryone is working from the same documentand notations.

Get to work—right out of the boxRight out of the box, Infor Fourth Shift Document Management System (DMS) gives you built-in integration for keydocuments such as purchase orders, customer order acknowledgements, invoices and many other documentsgenerated from your Infor Fourth Shift system.

Tailor how you store and searchand even annotate

Infor Fourth Shift Document Management System (DMS) Brochure 2

Page 3: Infor Fourth Shift Document Management System (DMS) · With Infor Fourth Shift DMS, storage and document searching can be tailored to departments, business processes, and document

Improve document security and retentionInfor Fourth Shift Document Management System (DMS) utilizes Windows Authentication to ensure that keybusiness documents are only accessible to the individuals that you specify along with other built in securityfeatures. Infor Fourth Shift DMS helps you eliminate the worries of who may be accessing filing cabinetscontaining sensitive information or concerns of fire or other disasters.

When your documents are stored electronically with Infor Fourth Shift DMS, your document retention policies willalso become easier to implement as you can easily manage retention policies and purging by individualdocument type.

Copyright ©2016 Infor. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or relatedaffiliates and subsidiaries. All other trademarks listed herein are the property of their respective owners. www.infor.com.

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