Category: DMS (Document Management Systems)

Linking document management to Exact

Document management systems (DMS) help organisations centrally store, organise, share and secure digital documents. Linking your DMS to Exact creates a direct connection between documents and financial or operational processes. So you work faster, safer and error-free.

What can you manage with document management software?

• Purchase invoices and contracts
• Quotations and order confirmations
• Work orders, packing slips and certificates
• Staff documents and reports
• Workflow for approval and archiving
• Access management and version control

A smart link with Exact ensures that documents are automatically linked to the right customer, supplier, order or booking. No more loose folder structures or manual uploads.

Case examples:

A scanned invoice arrives in the DMS → The data is automatically read and posted in Exact, including the original document as an attachment.

A contract is signed and stored → It is linked to the correct relationship in Exact, with automatic notifications upon renewal or expiry.

Who is this link interesting for?

For organisations that:

• Working a lot with digital documents and workflows
• Audit-proof want to work with automatic filing
• Want to link documents directly to financial records

Clickker links your DMS with Exact

With the Exact API from Clickker easily connect your document management system:

• Exact Online
• Exact Globe
• Exact Financials

So you work faster, more conveniently and according to the latest compliance requirements.

Link your document management to Exact - Request a quote