Document Link & Imaging
Standard, Professional, Enterprise & Cloud Editions
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Document Link Brochure.pdf
The Document Link module is a powerful asset. All resources related to BIS® transactions, master files, and reports can be linked quickly and easily, so users can centralize supporting information. The resources that users can link are only limited by the software on the computer. Link blueprints and jobsite photos to job files. Link actual accounts payable scanned invoices to Vendor Invoices. Relate external work orders to figures on job cost reports. Users can do all this and more with Document Link. The Document Link module helps companies to be more efficient by allowing users to centralize support files quickly and intuitively.
Access Documents from Reports and Data Entry Screens
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Link Any External Document To Your Data
Blueprints, jobsite images, and project schedules are just some of the documents users can link to data in BIS®. The easy to use interface lets users organize all your files into folders, alphabetically or by file type. Descriptions can be added, as well as notes, so users know exactly what information the file contains. Use the image button in Document Link to get files from a scanner. Linking documents is easy and intuitive. Company staff can use Document Link to centralize job information, allowing for better communication on projects.
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Using Document Link in your office
The role of the document Link Module in ypur office can be multi-fold. Here are a few examples of how it can be use:
- As a job communication and management tool
- As away to digitally support accounting entries
- As a means to link additional data reports
- As a way to create letters for vendors, employees, customers and jobs
Create Microsoft® Word Mail Merge From BIS®
The BIS® Document Link module will let users create a mail merge from within BIS® by using existing vendor, employee, customer and job lists already stored in BIS®. Document Link intelligently works with Microsoft® Word to use any template desired to create a filtered merge. For example, users can create bid requests and employee notices for specific people. These unique merge capabilities can save an enormous amount of time. Why maintain a separate database or go though a cumbersome merging process? Document Link makes it easy to create the documents companies need.
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Easily Scan Documents From Within BIS®
BIS® Document Link lets users capture documents easily from scanners or digital cameras. Have an invoice to scan or a jobsite photo to link? BIS® provides a powerful tool to link to scanners and digital cameras. There is no reason to exit BIS® to capture files. BIS® lets users manage all sources for digital imaging. When scanning, users have control over the resulting file format, the resolution and the image size. BIS® Document Link provides on-the-fly ability to create resources. The digital office is made easy with Document Link.
