Document Management

Equipment Dealer Document Management Solution

What if you could access a customer’s rental insurance documents within the ERP while creating a rental contract? Or what about the ability to easily access equipment photos, brochures and manuals to embed them in quotes?

From input to storage and linking, it’s possible to manage the entire lifecycle of your dealership’s documents to increase efficiency.

The right document management solution provides a centralized, contextual repository for every file required to run an equipment dealership.

e-Emphasys Document Management Software

With e-Emphasys ERP, you never have to run from department to department or from filing cabinet to filing cabinet to find the documents you need.

e-Emphasys Document Management capabilities are built in to provide a central repository for all documents, so you can eliminate spreadsheets and siloed islands of information. No additional software or third-party integrations are required, but Microsoft Office integration is seamless for easy access to Outlook and SharePoint.

Solution Capabilities and Benefits

Easily access all files and data within e-Emphasys ERP, create links between transactions and documents based on context, perform enterprise-wide searches, and apply role-based authentication and authorization to ensure access to the latest versions of every document. Other capabilities and benefits include:

Central Repository & Instant Access

Don’t waste time searching for resources, and improve communication and decision-making with instant addition of and access to relevant and current data – including from mobile devices.

Document Logic Capabilities

Automatically extract information without creating templates or manually inputting data.

Automated Document Management

Free-text and attribute-based search, digital conversion of printed/handwritten text, document-based alerts and more.

Advanced Document Capture

Optical character recognition (OCR) and intelligent character recognition (ICR) are included.

The system has allowed us to go paperless. We can upload all of our documents into the actual contract, so anybody can access it at any time, saving tremendous amount of time looking for paper folders. We have the utilization and the reporting features now, which we can get just by exporting data. It’s much quicker, it’s more efficient, and everybody can access that information.

– Lori Brandon, Senior Rental Manager, Alta Equipment Group

Want to Learn More?

You can download the e-Emphasys Document Management data sheet now. No form required.

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