Electronic Document Management Software

Electronic Document Management
Blue Link’s all-in-one business management software includes electronic document management that allows you to quickly store, index, and retrieve documents related to a variety of fields within the Blue Link system.

Our document management allows you to operate in a paperless environment and goes hand-in-hand with our PDF and email capabilities.

Accounts Payable (AP)Accounts Receivable (AR)
Reference Documents by:

- Vendor
- Vendor Invoice #
- Purchase Order #
- Lot Number
- Serial Number
Reference Documents by:

- Customer
- Sales Order #
- Customer Invoice #
- Quote #
Index, store and retrieve documents such as:

- Customs Documentation
- Specifications
- Designs
- Supplier Invoices
- Receiving/QA Reports
Index, store and retrieve documents such as:

- Credit Applications
- Customer POs
- Proof of Delivery (POD)
- Customer Tax Exemption Certificates

Blue Link’s Document Management

Blue Link’s document management is powered by Microdea Synergize. The Synergize “viewer” allows you to link or view documents from within Blue Link related to a field (see the list above) and instantly retrieve a list of documents associated with that field. Zoom, rotate, annotate and redact documents from the viewer without having to dig through your harddrive.

Document Management Functionality

Learn More About Our Software

For more information on our inventory and accounting software with document management, call us at 1-877-BLU-LINK or fill out a demo request/quote request form.

Contact Blue Link for Quote, Demo or Consultation