Agate Framework's Document Archiving Process

The Agate Framework supports a document scanning and archiving process that can be optionally integrated with Agate reports.  

Commands

• Associate document to Agate ids

• Change / View documents

• Maintain document groups

• List document groups

• Maintain document types

• Maintain filing labels

• Maintain Agate id type codes

• Maintain search values for Agate generated documents

Refer to the help documentation in the above menu window or link to the command's documentation for further description of each command.

Reports can be developed that reference an archived document in report detail lines.  When such a report is previewed, a user can retrieve and display the associated archived document by merely double clicking the detail line.  This capability is extensively integrated into standard Agate III reports.  For example, Agate III's Accounts Payable system contains an option to associate archived documents to invoices during the account coding entry process.  When these invoices are posted to Accounts Payable and General Ledger, the invoice images are stored in the document archive.  These images can be retrieved and displayed from any report line in Accounts Payable or General Ledger that contains a reference to them.