- Document and revision management as part of the business workflow
- Sharing by user, role, and project teams with tag management
- Document saving with drag & drop to Sage X3 and online storage
- Insert charts and data directly to PowerPoint or Word and synchronize data
- Export to Excel and synchronize data
- Integrate with Microsoft Outlook for contacts, calendar and tasks
- Personal home page gives the user an overview of critical data and guidance to perform common tasks for the role, with visual process maps.
- Personalized by user or administrator, based on security rules in place for the role and user.
- Enables access to relevant data, inclusion of internal dynamic data, statistics in table or graph format, calendars, favorites menus, shortcuts to external URLs, notes, and documents.
- Easy to use and responsive on Android and iOS smartphone and tablet devices
- Mobile and web deployment enables access to common enterprise data from anywhere and on any device
- HTML5 interface ensures intuitive browser experience and allows for extensive personalization by users