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Sample contractor invoice for Research and Development

[Music] hi I am Leilani Evans construction software sales associate at tack a premier stage authorized business partner for the offices throughout Southern California we have a full team of certified consultants ready to assist you in deploying new construction software today I want to tell you how about staged paperless picture it roomful of cardboard document boxes and rows a filing cabinet you were tasked to finding one piece of paper you have to spend precious time looking for drawers and boxes and all the while there's still a chance that the last person to pull the documents may never have put it back in proper place for long time Brenda construction and real estate companies this is a daily reality electronic document management puts an end to the paper chase and gives you control over content with an easy way to store retrieve and route documents throughout your organization you can capture upload or import any type of document from any location the electronic storage options allows workers to use keywords to search for files without ever having to leave their desk staged offers document management products for accounts table workflow automation or for companies that need a full construction document management platform for project for the sergeant contact me directly at nine zero nine to nine to five eight four six for more information now let's jump into face paperless and give you a peek of what it offers sage papers constructions module allows us to scan in all of our documents either from paper right directly through a scanner into the system allows us to take PDF documents that may be stored on my hard drive or stored on in a email that was sent to me all these documents are sent over scanned in and put into individual queues for people to enter into the system we're gonna go through a couple examples as i stored in some purchase orders and some drawings and some waivers all those documents are going to be indexed now with this product you can completely customize the types of documents that you're storing in the system there's no limitation out of the box we've got four main document categories accounts payable Human Resources payroll project management but do know the sky's the limit you can build your own you can build your own document types so if I'm coming down this 18 list and I want to add a purchase order I can or I can build my own type of documents with their own index values and even backfills back into our account in system e or 100 to 300 being that this is a purchase order I'm gonna scan and select the PIO from a live list that's looking back at my stage coming back office and if you notice as I select the different pieces here it's gonna fill in all of the values based on that that are insane I don't have to go in and code in the date and the job and the vendor name it knows what they are because that pio is attached it's all within the same system I can scan it in index it but I also might want to store in some of my drawings that are I have a architectural drawing that I want to store in well I can just go ahead and sell it the index that say it's a project management document in this case the drawing and this also has connections back in with project management or document control in sage so I don't have to go in and code in all these different values once again I can go into my drawing number search for and find all the different drawings in the system pick the appropriate one I believe this is my AO to select that and it's going to code all the values for that into the system now as I mentioned these are customizable you can create your own values they don't necessarily have to connect back into the page but if they do you can save yourself a lot of time on coding and not having to put in all that information one by one by one I can also take any documents and I'm storing in and route them around for approvals so in the case of this drawing I might want to send this over to somebody else to review I tell it to route after index in this particular case as I'm going to manually route it out but also know if you have documents that you want to be able to send automatically every time I put in a purchase order I want it to go route to this person or if I have a payment approval form and accounts payable or Human Resources I can have those automatically route based on the supervisor that's coded in the system keep in mind this doesn't have to be for approval as I come in and put in my subject well say drawing added I can put in my notes and send this to say I'd like Andy to take a look at this and then also maybe Dustin they'll both get it at the same time or I can tell them to get it and in any order you want I can add other documents as well but as I pointed out it doesn't have to be for approvals I may just want to put these in the system and say here they are take a look and this system will automatically route it to them so there they can see it and just sign off and say yeah I looked at it or as the case here I want to mark it for approval so I say approval I route that over and now it's going to use what we call the doc route system within this it saij paperless construction to send those over to those people and as soon as done it pulls up my next drawing allows me to start coding that in I talked a lot about project management and I talked a lot about aap there but note you could store anything remember I can put in all of my payroll direct deposits into here and allow my employees to log in and view those documents I also might put in property management lease contracts contracts for my job anything time we can scan those in and Stormin this system allows us to lose full markup and annotation on anything we have here so if I would like to put a sticky note on here making a comment that makes sure that the codes are set correctly I can make a larger font size here I can put that sticky note on I can put a stamp for approval if I want and in nice things about some of our stamps are you can tell it to automatically put your name date and time stamps as soon as you plug that down so that you know exactly when that happened of course we still keep that all tagged together in the back in the metadata as well as I come through I can approve it and move on to my next document [Music]