PDI Spirit

Author: PDI Spirit

PDi DMS for Web Walk Through

PDi DMS web walk throughThis tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.

 

 

PDi DMS for Web Walk Through

June 11, 2020

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.     Read more

Install PDi DMS for Web

June 7, 2020

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff to search and view documents directly from your company PDi DMS system while out of the office.    Read more

Search PDiDMS Depository

March 5, 2019

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once a list of documents are located they are displayed in the grid and the document (image or PDF) is displayed below. Images can be adjusted… Read more

Assign Document to PDiDMS Depository

March 5, 2019

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can also be retrieved from an FTP site or from your cloud storage, we currently support DropBox, GoogleDrive, OneDrive and HDrive. Documents in the assigning folder… Read more

Mantain PDiDMS Depository

March 5, 2019

Depositories created can be maintained at any time to add new fields, change settings and remove fields. Depositories can be completely removed using this function as well as just turned off, so that they are no longer available   Read more

Create PDiDMS Depository

March 4, 2019

PDiDMS allows you to create depositories to hold your scanned or retrieved documents. You can define as many or as few fields as required setting the field types and field sizes, if the field is required and whether it is linked to a user-definable look up table. Once the required… Read more

Install PDi DMS for Web

PDi DMS web Installation / Setup

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff to search and view documents directly from your company PDi DMS system while out of the office. 

 

PDi DMS for Web Walk Through

June 11, 2020

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.     Read more

Install PDi DMS for Web

June 7, 2020

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff to search and view documents directly from your company PDi DMS system while out of the office.    Read more

Search PDiDMS Depository

March 5, 2019

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once a list of documents are located they are displayed in the grid and the document (image or PDF) is displayed below. Images can be adjusted… Read more

The New Normal

There has been a lot of new words banded around over the last couple of months. One of those is “The New Normal”. How is “The New Normal” going to impact businesses and the tools that companies use in the daily routine.

We all have started using on-line meetings considerably more and not just for social gatherings, quiz nights and party nights. Businesses have taken on the platform more in the last two months than ever. Zoom’s daily active users jumped from 10 million to over 200 million in just three months. That figure could see some drop-off, but more companies will see the benefits of on-line meetings saving in travel time and travel expenses. As “The New Normal” makes us work more efficiently.

With more staff working from home (where possible) there has also been an increase in the purchase of additional laptops, printers, webcams and audio devices. All this allows staff to continue from working away from the office. Forbes reported that some companies had seen a 47% increase in worker productivity, which may be quite surprising for some of us.

Having the correct tools to allow staff to work at home is essential, not with just the hardware but also the software that is available to the staff. The software can be a mixture of remote access to desktop-based software, cloud-based software or even cloud-based software located on the businesses servers.

When working with the small to medium-sized business, it is clear that one of the stumbling blocks when working from home is access to the documentation in the office, mainly if paper-based. If there is no structured put in place for documents that staff access daily, then it can easily become frustrating to complete the tasks required.

A document management system is a solution. One that the user can create filing cabinets with the required basic search information. A solution that can have documents added manually from a folder or downloaded from on-line storage locations such as DropBox, GoogleDrive, OneDrive, and of course from the good old scanner. Having local cloud-based access so that staff could access documents from any remote device would make things even more efficient. Ensuring digital-documents are encrypted and that only certain employees have access to allowed filing cabinets is also required.

This level of functionality would typically put it beyond the reach of Small-to-medium sized business, even on the cloud monthly per-user rate. PDi Document Management solution has all the above functionality and more. Added to that, it is within the price range of small-to-medium sized business.

PDi Document Management is a stand-alone system, with a local cloud-based viewing software module. As well as the above functionality, documents can have reminders attached, can be uploaded to your cloud storage devices for general access if required. If the business is using the popular Sage 50c Pastel Partner accounting software, then documents can also be linked to Customer, Supplier, Inventory and GL Codes. But it is not a requirement for the software to function.

Integration with PDi CRM is also available, allowing the staff to view documents linked to customers and suppliers right from within the CRM software. The functionality gives the user the information they require to complete their tasks and makes them even more efficient and seamlessly integrates them with the documentation in the office.

Even if you are not using PDi CRM or Sage 50c Pastel Partner, the application still improves your efficiency. Giving staff the ability to store and retrieve the documentation that is needed to complete daily tasks. At it’s simplest form a photo of the document can be taken and uploaded to cloud storage or a folder on your server and then retrieved and assigned to the relevant depository. At that point, it is available to all staff who have access to the location of the document.

The cloud-based module is your cloud; the application and all the digital documents remain on your server. You have complete control of your documents, and they are only stored on cloud storage if you are using that as a way of passing documents. Cloud solutions will also have the issue for a small-medium sized business that the digital records remain on another server. What happens if you stop using the service, what happens if the service ends, do you have enough time to retrieve all the uploaded documents. With the PDi Document Management system, you don’t have to worry as everything remains on your servers.

PDi Spirit wants to make “The New Normal” as easy as possible and increase your efficiency. We believe in building a relationship with our client base not just selling software and moving on to the next sale. We listen to our user base and continue to add functionality that has come from user requests or suggestions.

For more information, contact your PDi Spirit consultant, dealer or directly with us.

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository.

Once a list of documents are located they are displayed in the grid and the document (image or PDF) is displayed below. Images can be adjusted and resaved if required. All images or PDFs can also be queued for emailing or uploading to your cloud storage service.

PDi DMS for Web Walk Through

June 11, 2020

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

June 7, 2020

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

The New Normal

May 31, 2020

There has been a lot of new words banded around over the last couple of months. One of those is “The New Normal”. How is… Read more

Assign Document to PDiDMS Depository

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can also be retrieved from an FTP site or from your cloud storage, we currently support DropBox, GoogleDrive, OneDrive and HDrive.

Documents in the assigning folder can be deleted or moved to another user for assigning. TIF files can also be combined in to a single multipage image.

Select a document and depository to assign to, the fields linked to that depository will be displayed, captured and assign the document to the depository. All documents (images, PDFs) will be encrypt, so that they can only be viewed within the PDiDMS application.

 

PDi DMS for Web Walk Through

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Mantain PDiDMS Depository

Maintain PDiDMS DepositoryDepositories created can be maintained at any time to add new fields, change settings and remove fields.

Depositories can be completely removed using this function as well as just turned off, so that they are no longer available

 

PDi DMS for Web Walk Through

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Create PDiDMS Depository

PDiDMS allows you to create depositories to hold your scanned or retrieved documents. You can define as many or as few fields as required setting the field types and field sizes, if the field is required and whether it is linked to a user-definable look up table.

Once the required fields have been created, the depository can be created at any time you the depository can be edited to add or remove fields.

 

PDi DMS for Web Walk Through

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Create PDi DMS database

PDi DMS for Web Walk Through

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Sage 50c Pastel Partner v19

Sage 50c Pastel Partner

We are ready, are you?

Pastel Partner v19 has been released and at PDi Spirit we have been making sure that your key products are ready to go as well. PDi CRM for Pastel Partner and PaXcel for Pastel Partner have already been updated and are ready to go as well.

If you have a current valid license then either go to the download page from the application about screen or request the latest install from your local dealer.

PDi Time and Billing accounts link for Pastel Partner v19 has also been updated and can be downloaded and installed when Sage 50cloud Pastel Partner has been installed.

If a PDi bespoke development exists within your organiasation, please contact your consultant to arrange an installation date. Our development department normally needs a 5 day lead time to get your application checked and new installation built for use with Sage 50c Pastel Partner.

Our business logic is set-up for quick changes when Sage Pastel release new versions, so you can always be confident that we will be releasing a few days after the official release of Pastel Partner.

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