Simplifying and Securing Attachments in Sage X3
A More Secure and Efficient Way to Manage Business Documents
The Challenge
- Inconsistent attachment storage across teams
- Security vulnerabilities when files are stored externally
- Time lost searching for correct versions
- Audit challenges due to poor traceability
The Solution
A secure, centralised attachment management structure was introduced with role-based access and metadata-driven searchability.
The Impact
- Streamlined workflows
- Reduced compliance risks
- Faster file access
- Improved data protection
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