Our
Products

WORKFLOW DOCUMENTS EMPOWERS ORGANIZATIONS WITH COMPLEX OR TECHNICAL APPROVAL DEMANDS, ALLOWING THEM TO ATTACH FILES TO THE REQUISITION DOCUMENT TO SELECTED TRANSACTIONS & MASTERFILES. RAPID ACCESS TO ALL RELEVANT INFORMATION ENABLES STREAMLINED WORKFLOW PROCESSES AND PROCESS IMPROVEMENTS.

Advanced Document Attachment for Streamlined Approvals
in Sage 300, Pacifictech Workflow Documents is designed for organizations requiring multi-layered or structured approval
paths.

The Workflow Documents module allows users to effortlessly attach supporting documents, ensuring quick, secure access to critical information at every stage of the workflow.
By embedding documents directly into the Sage 300 database (rather than linking to external sources), Workflow Documents ensures full data integrity, security, and accessibility—supporting faster approvals, better audit trails, and improved process efficiency.

When used in conjunction with Purchasing Workflow, Payables Workflow & Workflow Notifications, Workflow Documents creates a centralized approval and auditing system. All supporting documentation can be reviewed and approved as part of the same process—within a single, integrated interface.

Technical Document Embedding

Unlike systems that link to external files, Pacifictech Workflow Documents embeds attachments directly into the Sage 300 database.

» Drive mapping issues or access restrictions
» VPN dependencies for remote users
» Loss or manipulation of source documents

This embedded model ensures the longevity and integrity of your documentation—critical for compliance, auditing, and remote collaboration.

Seamless Sage 300 Integration

Fully integrated with the standard Sage 300 interface, Workflow Documents is intuitive to use and requires minimal training. Users can view, manage, and approve documents from within the same transaction or Masterfile screen.

Documents can also be included in notification emails, enabling off-site users to open and review attachments directly from within the approval message—streamlining collaboration and decision-making.

Pacifictech Workflow Documents is a powerful tool for organizations needing a secure, efficient, and compliant way to manage documentation within their Sage 300 approval processes.