Product Guide - Spindle Document Management

Electronic DocumentManagementfor Sage 200



Why Spindle Document Management?Giving you total control of your documents in Sage 200, Spindle DocumentManagement is an essential solution for growing businesses. From distributing your outbound documents and automating many of your workflow processes, to capturing incoming documents for access instantly in Sage 200, Spindle Document Management provides you with a complete document management solution for your business.Say goodbye to... Say hello to...Risk of human error in processing, Documents and communications sending, receiving and filing generated using real-time data documents. from Sage 200.Time consuming manual processes. Quicker document delivery andRisk of missing or lost documents. file retrieval.Document duplication and HMRC compliance with digital task repetition. document delivery and storage.Unnecessary postage, stationery, Seamless integration with labour and storage costs. Sage 200. Quick return on investment. Visitdraycir.com/sdm for more detail

“Spindle Document Distribution has helped us to streamline processes, save money and improve our service to our customers – we wouldn’t be without it.” TowsureDistribute Spindle Document Distributionoutgoing works intelligently in thedocuments background to:By electronically managing your Send all your documents out,outbound document workflow in batches or individually, viaprocesses, you will reduce the time email or to print for sendingyou spend processing paperwork by post.and can focus more of your time onother tasks. Generate beautiful looking documents with your brandingNot only will it streamline and enhance your and include relevant information,processes, you will have peace of mind that your instead of plain Sage templates.communications are accurately delivered - to theright people at the right time. 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.

“Spindle Document Capture is simple but very effective. Allrelevant business documentation isheld electronically within our Sage 200 system and can be viewed whenever it is required.” Platinum StairliftsCapture By electronicallyincoming capturing incomingdocuments documents you can:We understand that life is busy and Capture any type of fileyour time is precious. Too precious for viewing in Sage 200,for paperwork. So why not let including documents, photos,Spindle Document Capture reduce emails, spreadsheets and manyyour workload and ensure all your more.important business documentsare always to hand. Batch scan documents using barcode technology, includingDesigned to work seamlessly with Sage multi-page documents.200, Spindle Document Capture scans,imports and archives all your incoming Quickly drag-and-drop electronicdocuments. Every document captured files into the Capture screen oris linked to an entry in Sage 200, so Pending Tray.you and your colleagues have instantand secure access to documents. Add security permissions to limit access to sensitive documents. Visit draycir.com/spindle Use a unique barcode to quickly associate documents for scanning to their relevant Sage for more detail 200 entry. Store documents in PDF/A format to comply with HMRC regulations. Enable non-Sage users to capture documents into the Pending Tray.

View documentsin Sage 200Organised admin is essential to the success of “It is simple and easy to use andyour business. Having secure access to every has helped us save a significantdocument when and where you need it helps amount of money. Now everywhereyou to be more efficient – and provide that I can see the transaction ina better service to your customers. Sage 200, I can instantly findWith no need to open a different application, let alone leave your desk, the documentation.”you can instantly view captured documents directly in Sage 200. SNF (UK) LtdAll captured documents can be securely accessedthroughout Sage 200:• Sales Ledger View related customer documents on the account and transactions.• Purchase Ledger View related supplier documents on the account and transactions.• Nominal Ledger View sales and/or purchase invoices and other related documents against a journal entry.• Cash Book View bank statements, correspondence and any receipts and payments related to a transaction.• Stock Control View product specification documents and certificates of conformity associated to a specific batch or traceable item.• Sales Order Processing View all documents sent out to customers (by Spindle Document Distribution).• Purchase Order Processing View all documents relating to supplier orders.• Project Accounting View receipts associated to expense claims and timesheets relating to projects.For users without access to Sage 200,captured documents can be securely accessed:• Using the Document Search Tool Search with the document number, transaction type, date and more.

Capture documentson the goUsing your mobile phone to capture documentsis a trend that is likely to increase over thenext few years*. How could mobile capturehelp your business?The Spindle Document Capture app can help you bycapturing images of your documents and send immediatelyback to the office over a Wi-Fi, 3G or 4G connection.The Spindle Document Capture app isavailable for iOS and Android devices,and can help you to:Send signed delivery notes back tothe office.Send related expenses whilst on the job.Sales orders can be sent to the officefor processing.Record evidence of faulty/damageddelivered goods.Use as an alternative to a traditionalscanner when working from home orout of the office. Visit draycir.com/spindle for more detail*Infotrends The Spindle Document Capture app is available on the App Store and on Google Play.

Working smarterWe create specialist software to improveyour business processes in simple steps.Document Delivery Document Scanning Advanced& Process Automation & Electronic Archiving Credit ControlOur strategic partnersDraycir Ltd +44 (0)116 255 30101-3 De Montfort Mews [email protected], LE1 7FW draycir.comUnited KingdomCopyright © 2002 - 2016 Draycir Ltd. All rights reserved. Draycir, the Draycir logo, Spindle Document Management, Spindle DocumentDistribution, Spindle Document Capture, Credit Hound, Spindle Document Management logo, Spindle Document Distribution logo,Spindle Document Capture logo and Credit Hound logo are either trademarks or registered trademarks of Draycir Ltd.All other trademarks acknowledged.