FOUNDATION Document Imaging & Control
Scan, store and route documents electronically within your construction accounting software.
Overview
The Document Imaging & Control module allows users to scan and attach documents, such as vendor invoices, receipts, and signed contracts, directly to the corresponding transactions within FOUNDATION software. This creates a paperless environment, simplifies document retrieval, and provides a clear audit trail.
✨ Key Features
- Scan and attach documents to records (invoices, employees, jobs, etc.)
- Drag-and-drop functionality
- Document routing and approval workflows
- Centralized document storage
- Easy document retrieval from within the software
🎯 Key Differentiators
- Natively built into the accounting software, not a third-party integration
- Context-sensitive attachment points throughout the system
- Simple, straightforward user interface
Unique Value: Reduces paper, saves storage space, and makes document retrieval instantaneous by linking source documents directly to their associated financial records.
🎯 Use Cases (3)
✅ Best For
- Companies aiming for a paperless office
- Businesses needing quick access to source documents during audits
- Organizations that require formal approval workflows for invoices
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that are not ready to move away from paper-based filing systems
🏆 Alternatives
While more advanced ECM systems exist, FOUNDATION's module provides the most-needed functionality with perfect integration at a lower complexity, making it ideal for contractors focused on core accounting workflows.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
💰 Pricing
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