Digital document management integrated with your ERP records. This guide covers attachment types and storage, linking documents to transactions, version control, and more.
Attachment types and storage
- Impact: Wastes storage resources and complicates data management.
Linking documents to transactions
Each area is represented by a separate folder accessible from the Application menu in the top navigation screen area:
Each business area includes separate folders:
- Setup - the setup or configuration required for that business area to work
- Transactions - the transactions which can be executed within that business area
- Analysis Tools - the reports which can be launched to get accurate and relevant data about that specific business area
Therefore this section of the User Guide details:
- how to configure
- how to use
- and how to analyze
each Predictiv application area within the corresponding business flow. Navigate to Procurement Management > Transactions > Requisition or Purchase Order.
Version control
Redundant and Duplicate Data
- Issue: Multiple versions of the same data result in redundancy and duplication.
Search and retrieval
Search and retrieval is a core capability within Predictiv, designed to streamline operations and improve visibility. The implementation follows best practices while remaining configurable to meet your organization's specific needs.
Retention policies
Retention policies is a core capability within Predictiv, designed to streamline operations and improve visibility. The implementation follows best practices while remaining configurable to meet your organization's specific needs.
Getting Started
To implement using attachments for managed record keeping in your Predictiv environment:
1. Assess your current state - Review existing processes and identify improvement opportunities
2. Configure the module - Work with your implementation team to set up the required components
3. Train your team - Ensure users understand the new capabilities and workflows
4. Monitor and optimize - Track key metrics and continuously improve
Related Resources
For more information on related topics, explore our other guides in this collection.
Need Help?
Our team of experts is available to help you get the most out of Predictiv. Contact us to discuss your specific requirements and how we can help you achieve your goals.