{"id":126,"count":1,"description":"<h2>Linking document management to Exact<\/h2>\r\n<strong>Document management systems<\/strong> (DMS) help organisations centrally store, organise, share and secure digital documents. Linking your DMS to Exact creates a direct connection between documents and financial or operational processes. So you work faster, safer and error-free.\r\n<h3>What can you manage with document management software?<\/h3>\r\n<ul class=\"clickker-custom-list ul-spacing\">\r\n \t<li>Purchase invoices and contracts<\/li>\r\n \t<li>Quotations and order confirmations<\/li>\r\n \t<li>Work orders, packing slips and certificates<\/li>\r\n \t<li>Staff documents and reports<\/li>\r\n \t<li>Workflow for approval and archiving<\/li>\r\n \t<li>Access management and version control<\/li>\r\n<\/ul>\r\nA smart link with Exact ensures that documents are automatically linked to the right customer, supplier, order or booking. No more loose folder structures or manual uploads.\r\n<h3>Case examples:<\/h3>\r\n<strong>A scanned invoice arrives in the DMS<\/strong> \u2192 The data is automatically read and posted in Exact, including the original document as an attachment.\r\n\r\n<strong>A contract is signed and stored<\/strong> \u2192 It is linked to the correct relationship in Exact, with automatic notifications upon renewal or expiry.\r\n<h3>Who is this link interesting for?<\/h3>\r\nFor organisations that:\r\n<ul class=\"clickker-custom-list ul-spacing\">\r\n \t<li>Working a lot with digital documents and workflows<\/li>\r\n \t<li>Audit-proof want to work with automatic filing<\/li>\r\n \t<li>Want to link documents directly to financial records<\/li>\r\n<\/ul>\r\n<h3>Clickker links your DMS with Exact<\/h3>\r\nWith the <strong>Exact API from Clickker<\/strong> easily connect your document management system:\r\n<ul class=\"clickker-custom-list ul-spacing\">\r\n \t<li>Exact Online<\/li>\r\n \t<li>Exact Globe<\/li>\r\n \t<li>Exact Financials<\/li>\r\n<\/ul>\r\nSo you work faster, more conveniently and according to the latest compliance requirements.\r\n\r\n<a class=\"button\" href=\"\/en\/quotation\/\">Link your document management to Exact - Request a quote<\/a>","link":"https:\/\/www.clickker.nl\/en\/subject\/dms-linking-exact\/","name":"DMS (Document Management Systems)","slug":"dms-linking-exact","taxonomy":"category","parent":0,"meta":[],"_links":{"self":[{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/categories\/126","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/categories"}],"about":[{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/taxonomies\/category"}],"wp:post_type":[{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/posts?categories=126"},{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/knowledge_base?categories=126"},{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/mogelijkheden?categories=126"},{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/koppelingen?categories=126"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}