Efficient digital workflows with Smartdoc and SAP Business One

Smartdoc automates the administration of your financial department With Smartone, Smartdoc provides a high-performance interface that allows SAP Business One users to effortlessly integrate and apply a document dashboard in their ERP environment. Fully customized The interface is fully custom configurable. This makes it quick and easy to determine which fields need to be checked/validated […]

Customize your Smartdoc menu

How to create fixed indexes? Sometimes it is useful to create fixed subdivisions when archiving. This way, for example, you can find the ‘delivery notes’ more quickly between the receipt notes, transfer notes, etc. By creating a drop down index menu you can make a previously designed template more efficient in use. In this way, […]

Document automation is the new document management

Smartbook over Documentautomatisering

A glance at the document management landscape reveals that many document management applications lag behind by continuing to classify documents using folders. On closer inspection, however, it quickly becomes apparent that the system in which information is indexed is structurally much more valuable. How is such a central repository set up and what is the […]

Managing documents is more than archiving

… archiving is more than storing You know them:  Dropbox, Google Drive, One Drive and many other applications that can store ‘megabytes’ of documents. The digital filing cabinet as it were. But storing documents is not the same as managing documents. It’s important to store them, but you also need to be able to manage […]

Is your company ready to restart?

A growing number of companies are getting ready for the restart. More and more companies and services are being encouraged to facilitate homeworking. This also means that digital processes will become more important in the coming weeks. They  will increasingly become an essential part of the normal business process. An article (De Tijd) about a […]

Generate a notification flow template in 7 steps

Now that we are all working from home, certain processes need to be adjusted or new workflows need to be created. For example, if you want to warn a colleague that a document has arrived, you can create a notification flow. That’s how you do it:   Choose the Workflow template in the template window […]

Corona lockdown

Smartdoc takes care of you During the current lockdown Smartdoc will remain 100% operational. All our employees can provide support, answers to your questions and implementations. Smartdoc works 100% digitized and can help all customers and prospects with all questions remotely. Presumably it may still take some time before the situation normalizes. Organisations that would […]

Organize digital workflows

Homeworking? Easily set up digital workflows and approvals In many organisations, document management and approval flows are independent of each other. Sometimes a workflow management system is used, but all too often invoices are moved from box to box for approval, or forwarded by mail. A system that involves many risks. Invoices expire, are forgotten […]

Tips & Tricks : the short cut search

Save repeated searches If you regularly enter the same search queries, saving the search query makes work easier. Because you always have the search query under a short cut button.  Working method Step 1 : open the extended view Step 2 : enter your search in the usual way Step 3 : click on the […]

Release Smartdoc Spring 2020

It is our ambition to constantly take Smartdoc to the next level! On March 9th , we launched the Smartdoc Spring 2020 release. The updated Smartdoc version makes the document automation not only more stable, it also ensures that the platform performs at its best. The advanced extended view allows the user to sort and […]