General

Collaboration

  • 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

Workspace

  • 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.

Mobile

  • 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