DMSI
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.

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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
Processing

Auto-Fill Keywords

Agility
Invoice API

Scan
Capture

Reporting
Tools

Outlook Integration

Workflow

DocView

     

Enterprise