Locate and open any document in seconds, cutting search time and boosting productivity across your organization.
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X3CloudDocs Electronic Document Management (EDM) is a document management system, natively integrated with Sage X3 to send, archive, and access business-critical documents. X3CloudDocs Electronic Document Management intelligently sends business documents from Sage X3 to nominated contacts, securely archives them into a cloud store, and makes them easy to access for audit and daily use. X3CloudDocs EDM unique and native integration with Sage X3 allows document access via Sage X3 and/or a secure portal for all Sage X3-generated and non-Sage X3-generated files required.
Ensures compliance with digital audit trails and e-signature workflows
EDM allows users to upload non-SageX3-generated files directly onto Sage X3, making Sage X3 the central hub for all business information
Saves time and costs by automating tasks, reducing errors, and enhancing user experience
Uncover the cost and time benefits of digitally sending and archiving business documents such as invoices, remittances, or statements, all with minimal impact on your IT infrastructure. The ability to search and sort the data expedites the process of physically finding documents, saving your employees valuable time and simplifying the audit. The Electronic Document Management (EDM) module enables remote working with paperless processes and provides fully traceable document journeys.
Options to view, email, or download your documents are available.
Documents automatically emailed to nominated partners or suppliers.
Documents accessible from any browser or device, no VPN needed.
Contact data from Sage X3 is synchronised to the cloud.
User access is role-based; e.g. sales users see only quotes and invoices.
Sage X3 documents are auto-captured and stored in the cloud.
An audit trail for each document is created.
Document archiving is automated.
Instantly find documents by searching for keywords within the content, metadata, or tags.
According to market research, it can cost $5- $10 to physically post and archive a business document, not including storage costs. It is estimated that to retrieve the same document from off-site storage, it can cost around $20 and often take up to 24 hours. Additionally, around two-thirds of business invoices are paid late for those using manual processes, affecting cash flow and profitability.
X3CloudDocs EDM can digitally transform your finance department, saving your business time, money, and resources. A solution built for Sage X3 users by Sage X3 experts, X3CloudDocs EDM focuses on business efficiency while simultaneously improving employee satisfaction.
Sending invoices digitally speeds payments by 33% and cloud storage enables quick, remote document access.
From creation to archiving, X3CloudDocs lets you manage documents digitally without relying on paper.
A 2–3 day implementation delivers efficiency gains quickly, ensuring a faster return on investment.
Centralized digital storage improves document retrieval, enhances collaboration, and ensures secure, long-term record keeping.
X3CloudDocs Electronic Document Management is ideal for organizations seeking to streamline document handling, reduce paper dependency, and provide secure, instant access to business information. Companies with multi-site operations, remote teams, or high document volumes gain the most value, ensuring that critical information is always available, anytime, anywhere.
Perfect for businesses that process large numbers of invoices, orders, and reports daily, where manual filing wastes time.
Enables seamless sharing of documents between offices, warehouses, and remote staff without the delays of physical paperwork.
Perfect for companies aiming to reduce cost per invoice, enhance compliance, and enable remote AP teams.
Documents are generated by Sage X3 or manually uploaded to the solution.
These are automatically or manually indexed and uploaded to cloud storage.
Where needed, the document is automatically emailed to a nominated contact.
Documents are visible in Sage X3 and via a web portal.
Digitize document workflows to significantly cut printing, filing, and storage needs.
Unlike generic tools, X3CloudDocs is purpose-built for Sage X3. Its native integration means faster deployment, lower costs, and no reliance on third-party middleware — now or in the future.
Locate and open any document in seconds, cutting search time and boosting productivity across your organization.
X3CloudDocs will process and send any document type that Sage X3 can generate. In addition it also allows you to send and store generic documents such as diagrams and specification sheets that are not native to Sage X3. Everything is stored centrally and conveniently in a central repository for quick access.
X3Clouddocs stores all your documents securely in the cloud with no impact on your internal server resources, as a cloud solution it automatically scales with your business without adding any extra workload on your IT team.
X3CloudDocs is fully integrated with Sage X3 allowing you and your team to have instant access to all relevant documents without having to toggle between different systems.
X3CloudDocs can be used by your entire team at no extra cost, the subscription is based on the number of documents processed rather than the number of staff that benefit from using the solution.
Through its integration with Sage X3, X3CloudDocs allows you specify which contacts you wish each document type to be sent to and these rules are then automatically applied on a per business partner basis.
X3Clouddocs provides you with reports which allow to keep track of your outgoing documents so you are made aware of any errors and the solution has inbuilt monitoring of its queues and folders giving you oversight of what is happening.
Yes. Many of our customers create accounts specifically for use by their auditors to allow them simple access to all these documents. The auditors can then review (and bulk download) documents which they require, helping to speed up their work and reducing the cost and burden of audit.