Document Management for Distributors

Document Management for Distributors: How Aktion Helps You Stay Organized and Efficient 

In today’s distribution industry, every transaction creates documentation—sales orders, invoices, purchase orders, shipping confirmations, and more. When these documents are scattered across filing cabinets, email inboxes, or multiple systems, it slows down operations and creates costly errors. 

That’s why distributors are turning to ERP document management solutions to keep their businesses running efficiently. At Aktion Associates, we’ve partnered with UnForm, a leading document and image management solution, to help distributors simplify, automate, and modernize the way they handle documents. 

The Challenge: Outdated Document Workflows 

Many distributors still rely on paper-based or manual processes to manage critical documents. These outdated workflows create major roadblocks: 

• Inefficiency – Employees waste time searching for or re-creating missing documents. 

• Errors – Manual entry and filing increase the risk of mistakes. 

• Data silos – Information stored in different places makes it hard to get a complete picture of operations. 

In a fast-moving industry where margins are thin and customer expectations are high, inefficient document management can hold back growth. 

The Solution: Digital Document Management with Aktion + UnForm 

UnForm integrates with nearly any ERP or business application to capture print output and transform it into usable, accessible data. With Aktion’s expertise in the distribution industry, we help businesses implement UnForm to create digital document workflows that improve accuracy, reduce manual effort, and keep everything organized. 

Here’s how distributors benefit: 

• Automated capture – Instantly identify and process documents from any application (text, XML, or formatted files). 

• Enhanced visibility – Add barcodes, images, and attachments to documents for easy tracking. 

• Flexible delivery – Send documents anywhere—email, fax, or print. 

• Centralized storage – Access up-to-date documents securely from one location. 

Why Document Management Matters for Distributors 

Effective document management for distributors is more than an IT upgrade—it’s a competitive advantage. When documents are always accurate and accessible, your team can: 

• Process orders faster 

• Improve compliance and audit readiness 

• Provide customers with quick, reliable answers 

• Eliminate wasted time and reduce costs 

Distributors using document automation solutions like UnForm with Aktion Associates are running leaner, moving faster, and delivering better service. 

Take the Next Step Toward Distribution Efficiency 

Keeping documents updated and organized is essential to running your distribution business efficiently. With Aktion Associates and UnForm, you’ll gain a modern document management solution that integrates seamlessly with your ERP—helping you reduce errors, save time, and streamline operations.