Spindle Document Management

Award-winning Spindle Document Management

Designed to work alongside your accounting or ERP system

Spindle Document Management works with your ERP or accounting system to distribute outgoing documents in batches or individually, via email or to print. It will help to save time and reduce postage and stationery costs. Documents sent by Spindle Document Management can be branded to your company. It’s easy to attach terms & conditions, add promotional offers and change designs, depending on how and what you send out.

Features & Benefits

Batch document distribution

Send batch invoices or other documents by email, print,
fax or to archive depending on customer preference.

Branded document templates

Automatically apply a branded template to enhance
your corporate identity and add promotional messages.
Advertising messages can be tailored specifically to
customer groups within your accounting system.

Send any type of business communication

Attach and send any document type, such as invoices,
statements, remittance advice to any contact type,
internally or externally.

Archive for future retrieval

Archive documents to specified locations such as a network,
CRM, ERP and/or SharePoint automatically.

Distribute to multiple contacts

Copy additional recipients into emails or send the same document attached to tailored email separately.

Protect documents

Password protect sensitive information and digitally
sign PDF documents using digital certificates
(using advanced Adobe CDS Digital ID).

Personalise correspondence

Personalise customer communications (printed or emailed)
using real-time data extracted from ERP database.

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.

NEW

Spindle PayThem TM

Add ‘Pay Now’ buttons to invoices sent via email and get paid quicker. Your customers can instantly and securely pay you online via Sage Pay.

Integrate Credit Hound with other systems

Spindle Management Features

Intelligent document distribution to automatically:

  • Send documents via email, to a printer and even via fax
  • Specify contact information extracted from ERP or accounting system such as contact name, address, email address etc.
  • Select stationery type using ERP or accounting system 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 acknowledgments)
  • Send unlimited documents (as batches or individually) to any address by email
  • Attach relevant documents (e.g. statements, promotions, price lists)
  • 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

HTML Email Designer

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

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

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 ERP or accounting system and add to document

Batch archiving

Automatically archive to different locations, either individually or in batches

  • Network uses ERP or accounting system data to name file/folder
  • CRM archiving uses ERP or accounting system data to index into CRM and link document with an account record. Is fully searchable and accessible by non-ERP users
  • SharePoint archiving uses ERP or accounting system data to index document into SharePoint library. Is fully searchable and accessible by non-ERP users

Document security

  • PDF password protect sensitive documents individually or in batches
  • 256 bit PDF document encryption
  • Apply digital signatures to any document using advanced Adobe CDS Digital ID from GlobalSign, click here for more information about Document Signing and eSignature Laws

Bar coding (for warehouse order picking)

  • Generate barcodes and insert onto for documents
+ Intelligent document distribution

Intelligent document distribution to automatically:

  • Send documents via email, to a printer and even via fax
  • Specify contact information extracted from ERP or accounting system such as contact name, address, email address etc.
  • Select stationery type using ERP or accounting system 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

Batch email distribution

  • Email any document to any stakeholder (e.g. invoices, statements, remittance orders, sales order acknowledgments)
  • Send unlimited documents (as batches or individually) to any address by email
  • Attach relevant documents (e.g. statements, promotions, price lists)
  • 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
+ HTML Email Designer

HTML Email Designer

  • Produce HTML compatible email
  • Personalise customer communication using data extracted from ERP
+ Batch print distribution

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 distribution (individual and batch)

  • Fax documents as alternative to email
  • Optimise stationery in mono
+ Form Designer

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 ERP or accounting system and add to document
+ Batch archiving

Batch archiving

Automatically archive to different locations, either individually or in batches

  • Network uses ERP or accounting system data to name file/folder
  • CRM archiving uses ERP or accounting system data to index into CRM and link document with an account record. Is fully searchable and accessible by non-ERP users
  • SharePoint archiving uses ERP or accounting system data to index document into SharePoint library. Is fully searchable and accessible by non-ERP users
+ Document security

Document security

  • PDF password protect sensitive documents individually or in batches
  • 256 bit PDF document encryption
  • Apply digital signatures to any document using advanced Adobe CDS Digital ID from GlobalSign, click here for more information about Document Signing and eSignature Laws
+ Bar coding (for warehouse order picking)

Bar coding (for warehouse order picking)

  • Generate barcodes and insert onto for documents

If you like what you see, please get in touch.

Choose from a range of support and training options, designed to help you manage your customer relationships confidently

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