Document Management System

Yahoo Archive
1
I realize this thread is getting old, but I thought I'd toss in some
input for those searching for a good solution.

We have been exploring, and planning on implementing, a product of
Hyland Software called On Base. This is by far one of the best
paperless archival systems I've ever worked with. It can appear a
bit pricy at first. However, their ability to integrate with several
existing softwares in our location make it ideal. Many lookups can
occur with a simple keypress within Vantage.

Their system qualifies under most if not all of the legal guidelines
for document safety, and signed documents scanned into the system
qualify if legal challenges require proof of signature.

Just my 2 cents, I can report more when we get this going live.

Adam Long

--- In vantage@yahoogroups.com, "S. Michael Reeves" <mreeves@...>
wrote:
>
> Hello everyone!
>
> My company has made the purchase for Epicor Vantage and we are so
far
> impressed with some of its features, but then again we've been
using a
> dinosaur system for quite a while. One thing we are in the hopes of
> doing is to eventually go paperless. Now we're unsure that Vantage
is
> equipped to become a full-time document management system as well as
> our ERP system, but since we are just now in the first phase of
> implementation, we do not know for sure what all it can do.
>
> So my question to everyone here is... Is it possible to
go 'paperless'
> using simply Vantage? As in, will the idea of attaching all our
files
> to a customer file on Vantage be something that can be easily
searched
> through? If not... what kind of document management system to do
use
> that compliments Vantage fairly well?
>
>
> Anyway... ideas and thoughts are definitely welcome and I hope to be
> hearing about some way to fix our dilemma!!
>
> Thanks in advance!
> --Mike
>
2
Hello everyone!

My company has made the purchase for Epicor Vantage and we are so far
impressed with some of its features, but then again we've been using a
dinosaur system for quite a while. One thing we are in the hopes of
doing is to eventually go paperless. Now we're unsure that Vantage is
equipped to become a full-time document management system as well as
our ERP system, but since we are just now in the first phase of
implementation, we do not know for sure what all it can do.

So my question to everyone here is... Is it possible to go 'paperless'
using simply Vantage? As in, will the idea of attaching all our files
to a customer file on Vantage be something that can be easily searched
through? If not... what kind of document management system to do use
that compliments Vantage fairly well?


Anyway... ideas and thoughts are definitely welcome and I hope to be
hearing about some way to fix our dilemma!!

Thanks in advance!
--Mike
3
I know in 6.1 there are some issues with document management. You are not able to attach files in all locations is one of our issues.

Another big issue for us is that when you attach a file to a certain record, you can't pull that document in the trackers. You can only get it in the same place you entered the record. This is a problem because not everybody has access to the entry fields, only the trackers.


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of S. Michael Reeves
Sent: Tuesday, February 05, 2008 1:34 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Document Management System



Hello everyone!

My company has made the purchase for Epicor Vantage and we are so far
impressed with some of its features, but then again we've been using a
dinosaur system for quite a while. One thing we are in the hopes of
doing is to eventually go paperless. Now we're unsure that Vantage is
equipped to become a full-time document management system as well as
our ERP system, but since we are just now in the first phase of
implementation, we do not know for sure what all it can do.

So my question to everyone here is... Is it possible to go 'paperless'
using simply Vantage? As in, will the idea of attaching all our files
to a customer file on Vantage be something that can be easily searched
through? If not... what kind of document management system to do use
that compliments Vantage fairly well?

Anyway... ideas and thoughts are definitely welcome and I hope to be
hearing about some way to fix our dilemma!!

Thanks in advance!
--Mike







[Non-text portions of this message have been removed]
4
With the document management solution (called AUTOVUE & Document Management Pro)we purchased you have to manually attach files to records, typing out the complete PATH to the document you wish to attach. Not at all user friendly, fast, or convenient. We thought this solution to be total crap. Maybe with the "ALTEC" solution they have made some advances. The document management solution that we got, you could never even think about "going paperless".

Chris -
Vantage user since 1993 (DCD ver 2.11)

Jasper Recto <jrecto@...> wrote:
I know in 6.1 there are some issues with document management. You are not able to attach files in all locations is one of our issues.

Another big issue for us is that when you attach a file to a certain record, you can't pull that document in the trackers. You can only get it in the same place you entered the record. This is a problem because not everybody has access to the entry fields, only the trackers.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of S. Michael Reeves
Sent: Tuesday, February 05, 2008 1:34 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Document Management System

Hello everyone!

My company has made the purchase for Epicor Vantage and we are so far
impressed with some of its features, but then again we've been using a
dinosaur system for quite a while. One thing we are in the hopes of
doing is to eventually go paperless. Now we're unsure that Vantage is
equipped to become a full-time document management system as well as
our ERP system, but since we are just now in the first phase of
implementation, we do not know for sure what all it can do.

So my question to everyone here is... Is it possible to go 'paperless'
using simply Vantage? As in, will the idea of attaching all our files
to a customer file on Vantage be something that can be easily searched
through? If not... what kind of document management system to do use
that compliments Vantage fairly well?

Anyway... ideas and thoughts are definitely welcome and I hope to be
hearing about some way to fix our dilemma!!

Thanks in advance!
--Mike

[Non-text portions of this message have been removed]






---------------------------------
Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now.

[Non-text portions of this message have been removed]
5
I have to agree, the attachment system in Vantage 8.03 is horrific.
It's a stretch calling it a document management solution when in fact
it's really a document pointer function.

You manually create the shared folders, manually put the files in the
folders, manually ensure that they're not named the same (which is
often the case) and make sure they're not renamed/deleted underneath
of Vantage. Then in Vantage create the link.

On top of that, you have to manually look for attachments on each
record to see if there any, there's no handy indication that there
are any.

We're still using ACT! for managing documents related to the customer
and pre-sales process. Post-sales we end up printing everything off
because the above system isn't a solution.

--- In vantage@yahoogroups.com, xorone <xorone@...> wrote:
>
> With the document management solution (called AUTOVUE &
Document Management Pro)we purchased you have to manually attach
files to records, typing out the complete PATH to the document you
wish to attach. Not at all user friendly, fast, or convenient. We
thought this solution to be total crap. Maybe with the "ALTEC"
solution they have made some advances. The document management
solution that we got, you could never even think about "going
paperless".
>
> Chris -
> Vantage user since 1993 (DCD ver 2.11)
>
> Jasper Recto <jrecto@...> wrote:
> I know in 6.1 there are some issues with document
management. You are not able to attach files in all locations is one
of our issues.
>
> Another big issue for us is that when you attach a file to a
certain record, you can't pull that document in the trackers. You can
only get it in the same place you entered the record. This is a
problem because not everybody has access to the entry fields, only
the trackers.
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On
Behalf Of S. Michael Reeves
> Sent: Tuesday, February 05, 2008 1:34 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Document Management System
>
> Hello everyone!
>
> My company has made the purchase for Epicor Vantage and we are so
far
> impressed with some of its features, but then again we've been
using a
> dinosaur system for quite a while. One thing we are in the hopes of
> doing is to eventually go paperless. Now we're unsure that Vantage
is
> equipped to become a full-time document management system as well as
> our ERP system, but since we are just now in the first phase of
> implementation, we do not know for sure what all it can do.
>
> So my question to everyone here is... Is it possible to
go 'paperless'
> using simply Vantage? As in, will the idea of attaching all our
files
> to a customer file on Vantage be something that can be easily
searched
> through? If not... what kind of document management system to do use
> that compliments Vantage fairly well?
>
> Anyway... ideas and thoughts are definitely welcome and I hope to be
> hearing about some way to fix our dilemma!!
>
> Thanks in advance!
> --Mike
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
> ---------------------------------
> Be a better friend, newshound, and know-it-all with Yahoo! Mobile.
Try it now.
>
> [Non-text portions of this message have been removed]
>
6
I agree that the current Document Management solution is weak.

Does anyone have experience with the Altec product, Advance Print
Management? If it works as advertised it sounds fairly sophisticated
both as a printing/distribution device and as an archiving tool. If
anyone is using it I'd love to hear your thoughts.

Thanks,

Brian Stenglein
Clow Stamping Company

--- In vantage@yahoogroups.com, xorone <xorone@...> wrote:
>
> With the document management solution (called AUTOVUE &
Document Management Pro)we purchased you have to manually attach
files to records, typing out the complete PATH to the document you
wish to attach. Not at all user friendly, fast, or convenient. We
thought this solution to be total crap. Maybe with the "ALTEC"
solution they have made some advances. The document management
solution that we got, you could never even think about "going
paperless".
>
> Chris -
> Vantage user since 1993 (DCD ver 2.11)
>
> Jasper Recto <jrecto@...> wrote:
> I know in 6.1 there are some issues with document
management. You are not able to attach files in all locations is one
of our issues.
>
> Another big issue for us is that when you attach a file to a
certain record, you can't pull that document in the trackers. You can
only get it in the same place you entered the record. This is a
problem because not everybody has access to the entry fields, only
the trackers.
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On
Behalf Of S. Michael Reeves
> Sent: Tuesday, February 05, 2008 1:34 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Document Management System
>
> Hello everyone!
>
> My company has made the purchase for Epicor Vantage and we are so
far
> impressed with some of its features, but then again we've been
using a
> dinosaur system for quite a while. One thing we are in the hopes of
> doing is to eventually go paperless. Now we're unsure that Vantage
is
> equipped to become a full-time document management system as well as
> our ERP system, but since we are just now in the first phase of
> implementation, we do not know for sure what all it can do.
>
> So my question to everyone here is... Is it possible to
go 'paperless'
> using simply Vantage? As in, will the idea of attaching all our
files
> to a customer file on Vantage be something that can be easily
searched
> through? If not... what kind of document management system to do use
> that compliments Vantage fairly well?
>
> Anyway... ideas and thoughts are definitely welcome and I hope to be
> hearing about some way to fix our dilemma!!
>
> Thanks in advance!
> --Mike
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
> ---------------------------------
> Be a better friend, newshound, and know-it-all with Yahoo! Mobile.
Try it now.
>
> [Non-text portions of this message have been removed]
>
7
We've been using APM for about 6 months now. It has HUGE potential, but
suffers from a few problems.

1. Support for it is horrific. There appears to be one person at
Epicor who knows it quite well, otherwise good luck with your problems.
2. On the e-mail side, you can have one and only one e-mail address it
sends from. Why you can't have it pick up a 'from' e-mail address while
it's gathering all the other data from the form is beyond me. This
results in a do-not-reply@... <mailto:do-not-reply@...>
which just looks bad.
3. It's far from an intuitive program. It's taken me a while, but I
know my way around it now.
4. Notification of failures is a manual process, no option to e-mail
someone when a fax doesn't go through or an e-mail bounces. Have to
check the logs or individual documents to find this out.

All that being said, the ability to search when we
faxed/e-mailed/printed any document to any customer and have the ability
to have a document fax/e-mail & print work based on checkmarks or user
or whatever we define is pretty sweet. The end users don't really
notice the above, but they sure can make my life a headache.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Brian Stenglein
Sent: Wednesday, February 06, 2008 7:02 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Document Management System



I agree that the current Document Management solution is weak.

Does anyone have experience with the Altec product, Advance Print
Management? If it works as advertised it sounds fairly sophisticated
both as a printing/distribution device and as an archiving tool. If
anyone is using it I'd love to hear your thoughts.

Thanks,

Brian Stenglein
Clow Stamping Company

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
xorone <xorone@...> wrote:
>
> With the document management solution (called AUTOVUE &
Document Management Pro)we purchased you have to manually attach
files to records, typing out the complete PATH to the document you
wish to attach. Not at all user friendly, fast, or convenient. We
thought this solution to be total crap. Maybe with the "ALTEC"
solution they have made some advances. The document management
solution that we got, you could never even think about "going
paperless".
>
> Chris -
> Vantage user since 1993 (DCD ver 2.11)
>
> Jasper Recto <jrecto@...> wrote:
> I know in 6.1 there are some issues with document
management. You are not able to attach files in all locations is one
of our issues.
>
> Another big issue for us is that when you attach a file to a
certain record, you can't pull that document in the trackers. You can
only get it in the same place you entered the record. This is a
problem because not everybody has access to the entry fields, only
the trackers.
>
> -----Original Message-----
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ]On
Behalf Of S. Michael Reeves
> Sent: Tuesday, February 05, 2008 1:34 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Document Management System
>
> Hello everyone!
>
> My company has made the purchase for Epicor Vantage and we are so
far
> impressed with some of its features, but then again we've been
using a
> dinosaur system for quite a while. One thing we are in the hopes of
> doing is to eventually go paperless. Now we're unsure that Vantage
is
> equipped to become a full-time document management system as well as
> our ERP system, but since we are just now in the first phase of
> implementation, we do not know for sure what all it can do.
>
> So my question to everyone here is... Is it possible to
go 'paperless'
> using simply Vantage? As in, will the idea of attaching all our
files
> to a customer file on Vantage be something that can be easily
searched
> through? If not... what kind of document management system to do use
> that compliments Vantage fairly well?
>
> Anyway... ideas and thoughts are definitely welcome and I hope to be
> hearing about some way to fix our dilemma!!
>
> Thanks in advance!
> --Mike
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
> ---------------------------------
> Be a better friend, newshound, and know-it-all with Yahoo! Mobile.
Try it now.
>
> [Non-text portions of this message have been removed]
>






[Non-text portions of this message have been removed]
8
--- In vantage@yahoogroups.com, "Ken Williams" <ken@...> wrote:
>
> We've been using APM for about 6 months now. It has HUGE
potential, but
> suffers from a few problems.
>
> 1. Support for it is horrific. There appears to be one person at
> Epicor who knows it quite well, otherwise good luck with your
problems.
> 2. On the e-mail side, you can have one and only one e-mail
address it
> sends from. Why you can't have it pick up a 'from' e-mail address
while
> it's gathering all the other data from the form is beyond me. This
> results in a do-not-reply@... <mailto:do-not-reply@...>
> which just looks bad.
> 3. It's far from an intuitive program. It's taken me a while, but
I
> know my way around it now.
> 4. Notification of failures is a manual process, no option to e-
mail
> someone when a fax doesn't go through or an e-mail bounces. Have to
> check the logs or individual documents to find this out.
>
> All that being said, the ability to search when we
> faxed/e-mailed/printed any document to any customer and have the
ability
> to have a document fax/e-mail & print work based on checkmarks or
user
> or whatever we define is pretty sweet. The end users don't really
> notice the above, but they sure can make my life a headache.
>
>
>
>
I agree whole heartedly with #2 and #4
I set up an email account for doc-link and have any bounce messages
forwarded to my email where I can monitor them - I am surprised at
the number of document recipients that look at the tiff and then hit
reply to respond......
9
I deeply appreciate the comments you have all provided but I am
curious that if Vantage is not a good solution to going paperless and
that we need a program to run independently.. then what do you guys
suggest that could be easy to work with while having Vantage?

--- In vantage@yahoogroups.com, "bw2868bond" <bwalker@...> wrote:
>
> --- In vantage@yahoogroups.com, "Ken Williams" <ken@> wrote:
> >
> > We've been using APM for about 6 months now. It has HUGE
> potential, but
> > suffers from a few problems.
> >
> > 1. Support for it is horrific. There appears to be one person at
> > Epicor who knows it quite well, otherwise good luck with your
> problems.
> > 2. On the e-mail side, you can have one and only one e-mail
> address it
> > sends from. Why you can't have it pick up a 'from' e-mail address
> while
> > it's gathering all the other data from the form is beyond me. This
> > results in a do-not-reply@ <mailto:do-not-reply@>
> > which just looks bad.
> > 3. It's far from an intuitive program. It's taken me a while, but
> I
> > know my way around it now.
> > 4. Notification of failures is a manual process, no option to e-
> mail
> > someone when a fax doesn't go through or an e-mail bounces. Have to
> > check the logs or individual documents to find this out.
> >
> > All that being said, the ability to search when we
> > faxed/e-mailed/printed any document to any customer and have the
> ability
> > to have a document fax/e-mail & print work based on checkmarks or
> user
> > or whatever we define is pretty sweet. The end users don't really
> > notice the above, but they sure can make my life a headache.
> >
> >
> >
> >
> I agree whole heartedly with #2 and #4
> I set up an email account for doc-link and have any bounce messages
> forwarded to my email where I can monitor them - I am surprised at
> the number of document recipients that look at the tiff and then hit
> reply to respond......
>
10
Epicor uses a scaled down version of Altec software as the third party provider for it's APM solution. That's where I would start.

xorone

"S. Michael Reeves" <mreeves@...> wrote:
I deeply appreciate the comments you have all provided but I am
curious that if Vantage is not a good solution to going paperless and
that we need a program to run independently.. then what do you guys
suggest that could be easy to work with while having Vantage?

--- In vantage@yahoogroups.com, "bw2868bond" <bwalker@...> wrote:
>
> --- In vantage@yahoogroups.com, "Ken Williams" <ken@> wrote:
> >
> > We've been using APM for about 6 months now. It has HUGE
> potential, but
> > suffers from a few problems.
> >
> > 1. Support for it is horrific. There appears to be one person at
> > Epicor who knows it quite well, otherwise good luck with your
> problems.
> > 2. On the e-mail side, you can have one and only one e-mail
> address it
> > sends from. Why you can't have it pick up a 'from' e-mail address
> while
> > it's gathering all the other data from the form is beyond me. This
> > results in a do-not-reply@ <mailto:do-not-reply@>
> > which just looks bad.
> > 3. It's far from an intuitive program. It's taken me a while, but
> I
> > know my way around it now.
> > 4. Notification of failures is a manual process, no option to e-
> mail
> > someone when a fax doesn't go through or an e-mail bounces. Have to
> > check the logs or individual documents to find this out.
> >
> > All that being said, the ability to search when we
> > faxed/e-mailed/printed any document to any customer and have the
> ability
> > to have a document fax/e-mail & print work based on checkmarks or
> user
> > or whatever we define is pretty sweet. The end users don't really
> > notice the above, but they sure can make my life a headache.
> >
> >
> >
> >
> I agree whole heartedly with #2 and #4
> I set up an email account for doc-link and have any bounce messages
> forwarded to my email where I can monitor them - I am surprised at
> the number of document recipients that look at the tiff and then hit
> reply to respond......
>






---------------------------------
Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now.

[Non-text portions of this message have been removed]
11
#4 can be resolved by a Trigger on an Altec SQL table - this is what we
did for one client, it then emails a user if the fax failed to send.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bw2868bond
Sent: Wednesday, February 06, 2008 2:35 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Document Management System



--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Ken
Williams" <ken@...> wrote:
>
> We've been using APM for about 6 months now. It has HUGE
potential, but
> suffers from a few problems.
>
> 1. Support for it is horrific. There appears to be one person at
> Epicor who knows it quite well, otherwise good luck with your
problems.
> 2. On the e-mail side, you can have one and only one e-mail
address it
> sends from. Why you can't have it pick up a 'from' e-mail address
while
> it's gathering all the other data from the form is beyond me. This
> results in a do-not-reply@... <mailto:do-not-reply@...>
> which just looks bad.
> 3. It's far from an intuitive program. It's taken me a while, but
I
> know my way around it now.
> 4. Notification of failures is a manual process, no option to e-
mail
> someone when a fax doesn't go through or an e-mail bounces. Have to
> check the logs or individual documents to find this out.
>
> All that being said, the ability to search when we
> faxed/e-mailed/printed any document to any customer and have the
ability
> to have a document fax/e-mail & print work based on checkmarks or
user
> or whatever we define is pretty sweet. The end users don't really
> notice the above, but they sure can make my life a headache.
>
>
>
>
I agree whole heartedly with #2 and #4
I set up an email account for doc-link and have any bounce messages
forwarded to my email where I can monitor them - I am surprised at
the number of document recipients that look at the tiff and then hit
reply to respond......



[Non-text portions of this message have been removed]
12
Ahhh...clever, I'll have to play with that.

Thanks!

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Stephen Edginton
Sent: Wednesday, February 06, 2008 2:02 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Document Management System



#4 can be resolved by a Trigger on an Altec SQL table - this is what we
did for one client, it then emails a user if the fax failed to send.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of bw2868bond
Sent: Wednesday, February 06, 2008 2:35 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Document Management System

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> , "Ken
Williams" <ken@...> wrote:
>
> We've been using APM for about 6 months now. It has HUGE
potential, but
> suffers from a few problems.
>
> 1. Support for it is horrific. There appears to be one person at
> Epicor who knows it quite well, otherwise good luck with your
problems.
> 2. On the e-mail side, you can have one and only one e-mail
address it
> sends from. Why you can't have it pick up a 'from' e-mail address
while
> it's gathering all the other data from the form is beyond me. This
> results in a do-not-reply@... <mailto:do-not-reply@...>
> which just looks bad.
> 3. It's far from an intuitive program. It's taken me a while, but
I
> know my way around it now.
> 4. Notification of failures is a manual process, no option to e-
mail
> someone when a fax doesn't go through or an e-mail bounces. Have to
> check the logs or individual documents to find this out.
>
> All that being said, the ability to search when we
> faxed/e-mailed/printed any document to any customer and have the
ability
> to have a document fax/e-mail & print work based on checkmarks or
user
> or whatever we define is pretty sweet. The end users don't really
> notice the above, but they sure can make my life a headache.
>
>
>
>
I agree whole heartedly with #2 and #4
I set up an email account for doc-link and have any bounce messages
forwarded to my email where I can monitor them - I am surprised at
the number of document recipients that look at the tiff and then hit
reply to respond......

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]
13
Thanks Ken, great comments. Is anyone else using the module?

Brian Stenglein
Clow Stamping Co.

--- In vantage@yahoogroups.com, "Ken Williams" <ken@...> wrote:
>
> We've been using APM for about 6 months now. It has HUGE
potential, but
> suffers from a few problems.
>
> 1. Support for it is horrific. There appears to be one person at
> Epicor who knows it quite well, otherwise good luck with your
problems.
> 2. On the e-mail side, you can have one and only one e-mail
address it
> sends from. Why you can't have it pick up a 'from' e-mail address
while
> it's gathering all the other data from the form is beyond me. This
> results in a do-not-reply@... <mailto:do-not-reply@...>
> which just looks bad.
> 3. It's far from an intuitive program. It's taken me a while, but
I
> know my way around it now.
> 4. Notification of failures is a manual process, no option to e-
mail
> someone when a fax doesn't go through or an e-mail bounces. Have to
> check the logs or individual documents to find this out.
>
> All that being said, the ability to search when we
> faxed/e-mailed/printed any document to any customer and have the
ability
> to have a document fax/e-mail & print work based on checkmarks or
user
> or whatever we define is pretty sweet. The end users don't really
> notice the above, but they sure can make my life a headache.
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Brian Stenglein
> Sent: Wednesday, February 06, 2008 7:02 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Document Management System
>
>
>
> I agree that the current Document Management solution is weak.
>
> Does anyone have experience with the Altec product, Advance Print
> Management? If it works as advertised it sounds fairly
sophisticated
> both as a printing/distribution device and as an archiving tool. If
> anyone is using it I'd love to hear your thoughts.
>
> Thanks,
>
> Brian Stenglein
> Clow Stamping Company
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> xorone <xorone@> wrote:
> >
> > With the document management solution (called AUTOVUE &
> Document Management Pro)we purchased you have to manually attach
> files to records, typing out the complete PATH to the document you
> wish to attach. Not at all user friendly, fast, or convenient. We
> thought this solution to be total crap. Maybe with the "ALTEC"
> solution they have made some advances. The document management
> solution that we got, you could never even think about "going
> paperless".
> >
> > Chris -
> > Vantage user since 1993 (DCD ver 2.11)
> >
> > Jasper Recto <jrecto@> wrote:
> > I know in 6.1 there are some issues with document
> management. You are not able to attach files in all locations is
one
> of our issues.
> >
> > Another big issue for us is that when you attach a file to a
> certain record, you can't pull that document in the trackers. You
can
> only get it in the same place you entered the record. This is a
> problem because not everybody has access to the entry fields, only
> the trackers.
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ]
On
> Behalf Of S. Michael Reeves
> > Sent: Tuesday, February 05, 2008 1:34 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Document Management System
> >
> > Hello everyone!
> >
> > My company has made the purchase for Epicor Vantage and we are so
> far
> > impressed with some of its features, but then again we've been
> using a
> > dinosaur system for quite a while. One thing we are in the hopes
of
> > doing is to eventually go paperless. Now we're unsure that
Vantage
> is
> > equipped to become a full-time document management system as well
as
> > our ERP system, but since we are just now in the first phase of
> > implementation, we do not know for sure what all it can do.
> >
> > So my question to everyone here is... Is it possible to
> go 'paperless'
> > using simply Vantage? As in, will the idea of attaching all our
> files
> > to a customer file on Vantage be something that can be easily
> searched
> > through? If not... what kind of document management system to do
use
> > that compliments Vantage fairly well?
> >
> > Anyway... ideas and thoughts are definitely welcome and I hope to
be
> > hearing about some way to fix our dilemma!!
> >
> > Thanks in advance!
> > --Mike
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
> >
> >
> >
> > ---------------------------------
> > Be a better friend, newshound, and know-it-all with Yahoo!
Mobile.
> Try it now.
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
14
We have Vantage 8.03.403 and have found out that you can view an
attachment in tracker, however in order to do so you have to expand the
tree view and then click on the attachment. This will then populate the
attachment screen and you can view the document.


--- In vantage@yahoogroups.com, Jasper Recto <jrecto@...> wrote:
>
> I know in 6.1 there are some issues with document management. You are
not able to attach files in all locations is one of our issues.
>
> Another big issue for us is that when you attach a file to a certain
record, you can't pull that document in the trackers. You can only get
it in the same place you entered the record. This is a problem because
not everybody has access to the entry fields, only the trackers.
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On
Behalf Of S. Michael Reeves
> Sent: Tuesday, February 05, 2008 1:34 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Document Management System
>
>
>
> Hello everyone!
>
> My company has made the purchase for Epicor Vantage and we are so far
> impressed with some of its features, but then again we've been using a
> dinosaur system for quite a while. One thing we are in the hopes of
> doing is to eventually go paperless. Now we're unsure that Vantage is
> equipped to become a full-time document management system as well as
> our ERP system, but since we are just now in the first phase of
> implementation, we do not know for sure what all it can do.
>
> So my question to everyone here is... Is it possible to go 'paperless'
> using simply Vantage? As in, will the idea of attaching all our files
> to a customer file on Vantage be something that can be easily searched
> through? If not... what kind of document management system to do use
> that compliments Vantage fairly well?
>
> Anyway... ideas and thoughts are definitely welcome and I hope to be
> hearing about some way to fix our dilemma!!
>
> Thanks in advance!
> --Mike
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>




[Non-text portions of this message have been removed]
15
I too am looking for a document management system to store POs, certs,
prints, and all other documentation in pdf form to become extremely
paperless.

I'd like the system to be integrated with Vantage, but if there are
other solutions that work great in conjunction with Vantage, that would
be ok too.

I am on 6.10.535 and the attaching of files is very weak. We have to
determine where to store the files on the server, and then make sure to
never move or rename the file or the parent directories.

Anyone have any great words of advice?

Thanks!
16
We are close to purchasing a product from Synergis called Adept. It does
not integrate with Vantage but it does provide solid document management
at a reasonable price. It is simple to use and stands a much better
chance of being used in our operation as opposed to some of these
complicated high end systems. (KISS principle). Epicor has not had a
very good record on picking partners that end up being "Best in Class".
I figured I would do my own partnering, the guys at Synergis seem
interested in integration when possible, if we move to V8 I may pursue
that. You can find them at http://www.synergis-adept.com/. We also use
the current document association features in Vantage and I agree it is
weak at best.



Keith







________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bbelzer42
Sent: Saturday, February 09, 2008 9:41 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Document Management System



I too am looking for a document management system to store POs, certs,
prints, and all other documentation in pdf form to become extremely
paperless.

I'd like the system to be integrated with Vantage, but if there are
other solutions that work great in conjunction with Vantage, that would
be ok too.

I am on 6.10.535 and the attaching of files is very weak. We have to
determine where to store the files on the server, and then make sure to
never move or rename the file or the parent directories.

Anyone have any great words of advice?

Thanks!





---------------------------------
This e-mail and any attachments may contain confidential and
privileged information. If you are not the intended recipient,
please notify the sender immediately by return e-mail, delete this
e-mail and destroy any copies. Any dissemination or use of this
information by a person other than the intended recipient is
unauthorized and may be illegal.

[Non-text portions of this message have been removed]
17
We had the same experience and returned the software. You are exactly right on the issues of the software. If they can address these issues, then we would buy it again.

And shame on Epicor for selling this software and not explaining these defaults.

Andrew Best
Kice Industires

Ken Williams <ken@...> wrote:
We've been using APM for about 6 months now. It has HUGE potential, but
suffers from a few problems.

1. Support for it is horrific. There appears to be one person at
Epicor who knows it quite well, otherwise good luck with your problems.
2. On the e-mail side, you can have one and only one e-mail address it
sends from. Why you can't have it pick up a 'from' e-mail address while
it's gathering all the other data from the form is beyond me. This
results in a do-not-reply@... <mailto:do-not-reply@...>
which just looks bad.
3. It's far from an intuitive program. It's taken me a while, but I
know my way around it now.
4. Notification of failures is a manual process, no option to e-mail
someone when a fax doesn't go through or an e-mail bounces. Have to
check the logs or individual documents to find this out.

All that being said, the ability to search when we
faxed/e-mailed/printed any document to any customer and have the ability
to have a document fax/e-mail & print work based on checkmarks or user
or whatever we define is pretty sweet. The end users don't really
notice the above, but they sure can make my life a headache.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Brian Stenglein
Sent: Wednesday, February 06, 2008 7:02 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Document Management System

I agree that the current Document Management solution is weak.

Does anyone have experience with the Altec product, Advance Print
Management? If it works as advertised it sounds fairly sophisticated
both as a printing/distribution device and as an archiving tool. If
anyone is using it I'd love to hear your thoughts.

Thanks,

Brian Stenglein
Clow Stamping Company

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
xorone <xorone@...> wrote:
>
> With the document management solution (called AUTOVUE &
Document Management Pro)we purchased you have to manually attach
files to records, typing out the complete PATH to the document you
wish to attach. Not at all user friendly, fast, or convenient. We
thought this solution to be total crap. Maybe with the "ALTEC"
solution they have made some advances. The document management
solution that we got, you could never even think about "going
paperless".
>
> Chris -
> Vantage user since 1993 (DCD ver 2.11)
>
> Jasper Recto <jrecto@...> wrote:
> I know in 6.1 there are some issues with document
management. You are not able to attach files in all locations is one
of our issues.
>
> Another big issue for us is that when you attach a file to a
certain record, you can't pull that document in the trackers. You can
only get it in the same place you entered the record. This is a
problem because not everybody has access to the entry fields, only
the trackers.
>
> -----Original Message-----
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ]On
Behalf Of S. Michael Reeves
> Sent: Tuesday, February 05, 2008 1:34 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Document Management System
>
> Hello everyone!
>
> My company has made the purchase for Epicor Vantage and we are so
far
> impressed with some of its features, but then again we've been
using a
> dinosaur system for quite a while. One thing we are in the hopes of
> doing is to eventually go paperless. Now we're unsure that Vantage
is
> equipped to become a full-time document management system as well as
> our ERP system, but since we are just now in the first phase of
> implementation, we do not know for sure what all it can do.
>
> So my question to everyone here is... Is it possible to
go 'paperless'
> using simply Vantage? As in, will the idea of attaching all our
files
> to a customer file on Vantage be something that can be easily
searched
> through? If not... what kind of document management system to do use
> that compliments Vantage fairly well?
>
> Anyway... ideas and thoughts are definitely welcome and I hope to be
> hearing about some way to fix our dilemma!!
>
> Thanks in advance!
> --Mike
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
> ---------------------------------
> Be a better friend, newshound, and know-it-all with Yahoo! Mobile.
Try it now.
>
> [Non-text portions of this message have been removed]
>

[Non-text portions of this message have been removed]






Regards,

Andrew Best

---------------------------------
Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now.

[Non-text portions of this message have been removed]
18
Any chance I can get a little more info from you, which tables/fields
you're triggering off of and if you're able to send an e-mail back to
original sender or if you're just sending it to one person on any
failure.

Thanks!


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Stephen Edginton
Sent: Wednesday, February 06, 2008 2:02 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Document Management System



#4 can be resolved by a Trigger on an Altec SQL table - this is what we
did for one client, it then emails a user if the fax failed to send.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of bw2868bond
Sent: Wednesday, February 06, 2008 2:35 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Document Management System

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> , "Ken
Williams" <ken@...> wrote:
>
> We've been using APM for about 6 months now. It has HUGE
potential, but
> suffers from a few problems.
>
> 1. Support for it is horrific. There appears to be one person at
> Epicor who knows it quite well, otherwise good luck with your
problems.
> 2. On the e-mail side, you can have one and only one e-mail
address it
> sends from. Why you can't have it pick up a 'from' e-mail address
while
> it's gathering all the other data from the form is beyond me. This
> results in a do-not-reply@... <mailto:do-not-reply@...>
> which just looks bad.
> 3. It's far from an intuitive program. It's taken me a while, but
I
> know my way around it now.
> 4. Notification of failures is a manual process, no option to e-
mail
> someone when a fax doesn't go through or an e-mail bounces. Have to
> check the logs or individual documents to find this out.
>
> All that being said, the ability to search when we
> faxed/e-mailed/printed any document to any customer and have the
ability
> to have a document fax/e-mail & print work based on checkmarks or
user
> or whatever we define is pretty sweet. The end users don't really
> notice the above, but they sure can make my life a headache.
>
>
>
>
I agree whole heartedly with #2 and #4
I set up an email account for doc-link and have any bounce messages
forwarded to my email where I can monitor them - I am surprised at
the number of document recipients that look at the tiff and then hit
reply to respond......

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]