Integrated Document Management SolutionsStreamline Processes and Automate Workflows Between Programs
Integrate your existing business platforms with the full power of Document Management.
Features & Benefits
Reduce significant labor time and costs, including matching and coding invoices
Sync specific data from your CRM platform to manage critical, business specific information
Integrated database lookups streamline indexing processes and document retrieval
Immediately send documents directly from GlobalSearch to existing programs
Common Business Applications
GlobalSearch has the ability to securely integrate with an extensive list of business applications, office equipment and third-party software, enabling customers to achieve the benefits of a digital business, including rapid results, lower costs and a better customer experience.
As paper documents are received, they can easily be sent directly to Salesforce.com. A custom button placed on a detail screen can call core web scanning capability to retrieve on screen account information for indexing.
Square 9’s QuickBooks® Connections provides seamless integration allowing users to create bills, route invoices and distribute documents from GlobalSearch along with their existing QuickBooks Accounting software.
Integrate GlobalSearch with Microsoft Dynamics GP, NAV, SL and AX to streamline Accounting processes. Automatically pull vendor names, account charts, general ledger codes and other data to streamline data capture and indexing.
- DocuSignWith direct integration between DocuSign and GlobalSearch, users can seamlessly monitor and manage secure digital signing of documents with outside contacts.
- DropboxDirectly export a record and share it with users outside of your organization through the power of Dropbox®. Once collaboration is complete, simply import the final revision back into GlobalSearch for your permanent record to be archived.
- SageSage is one of the most common Accounting solutions that integrates with GlobalSearch at the data level. GlobalSearch typically is set up as the front end Accounts Payable invoice coding and matching platform, with multi-functioning integration tools.
- ATSATS and GlobalSearch combine financial, customer information, billing and more into a single fully integrated enterprise system for today’s utilities - electric, water, propane, environmental, etc. It lets users scan and view documents with a single click and allows for easy routing of invoices throughout the lifecycle of a document.
- Infor SytelineGlobalSearch integration with Syteline offers a number of tools for data integration for the manufacturing industry. Purchase order data can be automatically pulled into the associated scanned Accounts Payable invoice, reducing labor costs for matching and coding invoices.
- Tyler TechnologiesBy utilizing KeyFree Indexing, local government locations enable full Accounts Payable automation for their Accounting departments. Invoices are scanned and coded, routed for approval and pushed as a voucher.
- MacolaGlobalSearch has been implemented with Macola to focus primarily on Accounts Payable in the food bank, medical and manufacturing industries. GlobalSearch works directly with Macola where invoice and check data is populated into GlobalSearch, then can easily be pulled and used to aid in the indexing process for large batches of documents.
- DelTekDelTek CostPoint offers full multi-functioning invoice processing for pushing and pulling data to and from GlobalSearch. Square 9 Professional Services wrote a custom output format that pushes all of the data to CostPoint and leverages a secure connection to pull and validate data prior to the release.
- PC LawThe PC Law integration allows for database lookup, utilizing client name and item number. GlobalSearch takes the index value entered, quickly stores documents and does real time lookup.
- SAPCentralize the visibility of where documents are in the distribution industry. GlobalSearch pulls vendor names, charts of accounts and their data from SAP’s database. You can then execute automated approval routing, as well as vouchering Accounts Payable invoices.
GlobalSearch® Integrates with OpenOne, Streamlining Capture by Synchronizing Data
ATS was looking to provide customers with an automated solution that allows them to easily store and retrieve documents without having to go back and forth between two systems. Since implementing GlobalSearch Enterprise Content Management, ATS customers have had a 30% increase in productivity.