Let's do a quick comparison of document automation vs. document management.
We'll start with how each stores and organizes the information and documents that support their applications. Document Management applications are always stand-alone applications that are integrated in some way to an ERP system. Accordingly, they use a separate database to store their documents as well as to maintain the information needed to query and access those documents. Those document management systems typically require the purchase of new servers and databases, to perform the same function.
My question is, why would you want a separate database and more hardware when your company is already using Windows for your other files? The answer is pretty obvious if you think about it and don't tell anyone else but it has something to do with money and licenses. Your money... getting put into the vendor's hands... for licensed access to your documents in their database. They will claim that it is to restrict access to documents. Don't buy such a claim as you can lock down anything you want right in Windows. There is no need for more databases.
Doc-Trak simply uses your Windows file system to store documents, and the SyteLine ERP database to maintain all the information to access the documents. Our philosophy is simple Why not use what you already own Windows and SyteLine.
Doc-Trak's Smart Archiving doesn't need a database as it simply uses your current Windows file system. So people can access documents right from Windows, without even needing a Doc-Trak license. There are no hidden or extra costs for database licenses, no need for extra people, education and implementation costs to learn new systems. Document automation can be simple and it's even better if it utilizes tools you already own.