Spindle Document Management is designed to work alongside your accounting or ERP system to provide a complete document management solution for your business.
Distribute outgoing documents:
- Send all your documents out, in batches or individually, via email or to print for sending by post.
- Generate beautiful looking documents with your branding and include relevant information, instead of plain Sage templates.
- Attach any related documents or a second page such as terms and conditions and add promotional messages to emails.
- Use across your organisation to distribute any type of document;Finance, Human Resources, Operations and Marketing.
- Keep your colleagues in the loop by sending a notification by email when a document has been sent.
- Minimise risk of document fraud with password protected and/or digitally signed documents.
- Make it easier for customers to pay instantly with a ‘Pay Now’ button added to invoices for secure online payments. Use alongside Spindle Reconciler to reconcile online payments in Sage 200.
- Instantly archive all outgoing documents for viewing on the relevant Sage 200 entry.
Capture incoming documents:
- Capture any type of file for viewing in Sage 200, including documents, photos, emails, spreadsheets and many more.
- Batch scan documents using barcode technology, including multi-page documents.
- Quickly drag-and-drop electronic files into the Capture screen or Pending Tray.
- Add security permissions to limit access to sensitive documents.
- Use a unique barcode to quickly associate documents for scanning to their relevant Sage 200 entry.
- Store documents in PDF/A format to comply with HMRC regulations.
- Enable non-Sage users to capture documents into the Pending Tray
Take a look at the Spindle Document Management brochure