Invoices, purchase orders, contracts and delivery notes are often scattered across email inboxes and shared drives, disconnected from the ERP records they relate to. That makes audits slow and information hard to find.
Best practices for ERP document management
Attach documents to records. Link files directly to customers, suppliers, orders and invoices inside your ERP.
Use secure storage. Store attachments in encrypted, access-controlled storage rather than local drives.
Control access by role. Make sure only authorised users can view sensitive financial or HR documents.
Automate capture. Scan or import documents automatically, and use OCR to extract key data.
Keep an audit trail. Track who uploaded, viewed or changed each document.
“When documents live alongside the data they support, audits become faster and decisions become easier.”
Midway Global Services implements and customises ERP systems, including secure document management. Contact us to streamline your paperwork.
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