Spindle Document Distribution

One-click Document Delivery & Process Automation

Draycir’s award-winning document management software, Spindle Document Distribution is flexible and customisable to your business needs.

Designed to work seamlessly behind the scenes, Spindle Document Distribution provides an electronic outbound document management solution for Sage 300, giving businesses the tools to process paperwork faster, saving time and money.

Spindle Document Solution enables Sage 300 users to streamline their business processes, improving efficiency, enabling more time to be focused on other tasks.

Sage 300 users can be assured that their communications are accurately delivered – to the right people at the right time, through the right channels.

With Spindle Document Distribution for Sage 300, you can:

• Process paperwork faster
• Email batches of documents to multiple recipients
• Automatically attach supporting documents to emails
• Personalize communications and automatically adjust language
• Protect sensitive documents for legal compliance
• Automatically archive all documents

Intelligent document distribution that automatically:

• Sends documents via email, to a printer and even via fax
• Specify contact information extracted from Sage 300 such as contact name, address, email address etc
• Select stationery type using Sage 300 data (product, location, analysis code, dimension code etc.) to create desired templates
• Archive documents into SharePoint, CRM or to a local network
• Add additional email recipients automatically

Batch email distribution

• Email any document to any stakeholder (e.g. invoices, statements, remittance orders, sales order acknowledgements)
• Send unlimited documents (as batches or individually) to any address by email
• Attach relevant documents (e.g. statements, promotions, pricelists)
• Store draft emails before sending or send emails directly from the user’s mailbox without having to be reviewed in the Drafts folder in Outlook
• Support multiple email platforms (Exchange, Outlook, Lotus Notes, SMTP, MAPI and Gmail and Yahoo!) using SSL through SMTP
• Sender’s email address can be customised to ensure emails are sent from a central email address, for example accounts@company.com

Batch print distribution

• Print and collate documents to different printers, trays or stationery
• Print multi-part print copies without the need for duplex stationery
• Automatically re-order printed pages within a document run
• If you are still using multipart stationery for invoice, dispatch note and proof of delivery, Spindle Document Distribution can automatically print three copies to three individual print trays whilst collating the documents for dispatch, saving you time

Fax distribution (individual and batch)

• Fax documents as alternative to email
• Optimise stationery in mono

Add extra attachments

Include additional documents with your electronic correspondence such as related invoices with statements, delivery instructions, terms and conditions of purchase, promotional offers, newsletters etc.

HTML Email Designer

• Produce HTML compatible email
• Personalise customer communication using data extracted from Sage 300

Form Designer

• Edit plain text backdrops to full colour design and incorporate full branding
• Add additional pages to documents
• Change language files and attachments
• Extract data from Sage 300 and add to document

Batch archiving

• Automatically archive to different locations, either individually or in batches
• Network uses Sage 300 data to name file/folder
• CRM archiving uses Sage 300 data to index into CRM and link document with an account record. Is fully searchable and accessible by non-Sage 300 users
• SharePoint archiving uses Sage 300 data to index document into SharePoint library. Is fully searchable and accessible by non-Sage 300 users

Document security

• PDF password protect sensitive documents individually or in batches
• 256 bit PDF document encryption

Bar coding (for warehouse order picking)

• Generate barcodes and insert onto for documents

System requirements

• 1 Ghz Intel-compatible processor
• 2 GB of memory
• 2 GB free disk space
• Internet Explorer 9 or above
• Windows 10, 8, 7 SP1, Vista SP2
• Windows Server 2016, 2012, 2008 R2 SP1, 2008 SP2