UnForm Document Management

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UnForm DMS: The Next Logical Step

As a CounterPoint SQL user the next logical step is to connect to the very affordable UnForm Document Management Solution (DMS).  With the UnForm Click-2-View (Desktop Client) you can retrieve Counterpoint-generated and related documents from your secure UnForm archive repository without leaving CounterPoint, or you can access business critical Counterpoint or related documents without leaving your Back-Office application such as QuickBooks or Passport.
Accounts Payable can see an immediate return in productivity.  Simply scan incoming Packing Slips, Invoices and Statements.  When the PO packet is complete all the documents can then be emailed as a single PDF for final approval.  Never miss an “early pay” discount again.  This process not only saves space but most companies see a reduction in time spent by Accounts Payable Staff by 25%.
No lost or misfiled documents! 
Reclaim office and showroom space… you pay for the area under those File Cabinets every month.  Shouldn’t you get more out of the space?
You can fax or email copies of Vendor documents to settle disputes or quickly email customer receipts. Think of the paper, toner and staff time saved when you stop making copies. 
UnForm DMS encrypts and compresses your documents.  With Username and Password protection you also have unlimited web user access.  Using any web browser your business critical information can be retrieved securely from anywhere in the world.
The benefits of integrating CounterPoint & UnForm DMS
  • Keep all your business critical documents in a secure, accessible, and backed up location
  • Never lose a document again
  • Get rid of file cabinets and regain valuable office or showroom floor space
  • Eliminate making copies of a document
  • Your Staff can retrieve and review documents from their desks
  • Stop missing discounts
  • Reduce fixed cost and re-task  Accounts Payable Staff
  • Review your business critical documents from anywhere in the world

Contact your CCS Retail Sales Consultant today to setup a web demonstration today.


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