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About

DocSavy doesn't ask you where to store your documents, it asks what your document are and stores them where they are supposed to go. By tagging, business data, and associations, DocSavy helps you find the documents you are searching for quickly and easily. Every folder in DocSavy can have a budget to help forecast hours and costs. Budgets define the tasks for purchasing and all other financial transactions. DocSavy makes it easy to report actual costs to compare them against budgets. Quotes can be attached to purchase orders that are linked to a budget item. Supplier invoices can be attached to purchase orders. Your process can request approval from whichever team member is required, before sending it to a bookkeeper to process payment. DocSavy even warns if the supplier invoice makes the total payment too far over the purchase order amount. In DocSavy, an assets can be a folder for a building, a vehicle, a single piece of equipment, or a tool.

About

Send batch invoices or other documents by email, print, fax or to archive depending on customer preference. Automatically apply a branded template to enhance your corporate identity and add promotional messages. Advertising messages can be tailored specifically to customer groups within your accounting system. Attach and send any document type, such as invoices, statements, or remittance advices to any contact type, internally or externally. Password protect sensitive information and digitally sign PDF documents using digital certificates (using advanced Adobe CDS Digital ID). Include additional documents with your electronic correspondence such as related invoices with statements, delivery instructions, terms and conditions of purchase, promotional offers, newsletters etc.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and enterprises searching for a solution to store their documents

Audience

Document Management system for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocSavy
United States
docsavy.com

Company Information

Draycir
United Kingdom
www.draycir.com

Alternatives

Alternatives

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Ecrion

Ecrion Software
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Care Xpert

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LaserVault DMS10

LaserVault DMS10

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Savischools

Savischools

Savitroday technologies
Aperio Pay

Aperio Pay

HRWARE

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Ace Cloud Hosting
Sage 200

Integrations

Ace Cloud Hosting
Sage 200
Claim DocSavy and update features and information
Claim DocSavy and update features and information
Claim Spindle Document Distribution and update features and information
Claim Spindle Document Distribution and update features and information