
STREAMLINED INTEGRATION
People and Paper Intensive Processes?
Let WorldView Work for You.
WorldView, DMSi’s premier document management partner, offers multiple streamlined integration points. Instantly view documents right from your existing Agility software with the click of a button. Import documents from Agility, automatically capture electronic documents created within Agility, and store detail for your AP/AR departments. Use technology to read and auto-populate information, so your team can focus less on the monotony and more on the strategic initiatives that keep your business going.
Get a closer view
For access to integration specific content to learn more about how Worldview works with DMSi please fill out the form below.
WORLDVIEW + DMSi
Key Benefits
DocDrop
Import documents from within Agility by clicking on the DocDrop button and selecting the appropriate Document Type.
DocPop
Instantly view documents from within Agility using the DocPop button on over 20 screens. Accounts Payable, Accounts Receivable, Quotes, General Ledger and other screens are available.
Auto Fill Keyword Sets (AFKS)
The database connection to automatically pull keyword information from within Agility and attribute to your documents.
Agility Invoice API
Automatically create vouchers in Agility straight from an AP Approval Workflow.
COLD Processing
Automatically capture and index electronic documents that are created in Agility. This tool instantly stores documentation for Accounts Payable, Accounts Receivable and Month End Report Documents.
Scan Capture
Capture digital and paper content from high-speed scanners, MFPs, mobile devices, forms, databases and applications
Reporting Tools
Gain transparency & peace of mind with real-time dashboards that simplify complex data and drill down into specific business analysis
Outlook Integration
Interact with OnBase through a familiar Outlook interface and provide multiple methods for importing attachments
Workflow
Standardize forms and set up automated processes for appropriate document approval tracking
POWERFUL FEATURES TAILORED TO YOU
See which of our nine features align with our solutions.
DocPop |
DocDrop |
COLD |
Auto-Fill Keywords |
Agility |
Scan |
Reporting |
Outlook Integration |
Workflow |
|
DocView |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
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Enterprise |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |