Workflow Documents

Cleverly streamline your workflow processes even further.


Get the most out of your PTS Workflow software by adding our Workflow Documents software.

Workflow Documents will help streamline the Workflow approval process even further, allowing you to easily review supporting documentation prior to approval.


You’ll be able to attach an unlimited number of documents to key transaction types such as requisitions and purchase orders, purchase receipts and supplier invoices. These documents are embedded rather than linked to ensure they’re stored within your Sage 300 database and can be easily retrieved or audited at a later date.




Workflow Documents Brochure