DocLink Document Management: Output Manager – Automated Document Delivery

Do you routinely distribute documents? Do you manually retrieve, copy, and collate backup documentation before delivery? If your answer is yes, then you need automated delivery.

Many Sage transactions need to be delivered to one or more people outside the Sage environment (like a customer or supplier). This can be a time-consuming and error-prone process, especially if there are backup documents that need to be gathered, collated and distributed with the original document.

In this live webinar, learn about DocLink’s Output Manager.

Automate:

• Document sorting and decollating
• Distribution of monthly statements, invoices, purchase orders, or work orders
• Scheduled routing according to recipient needs
• Archival and indexing of all forms in a TIFF format, meeting IRS standards
• Batched form printing, emailing, and faxing

Customize:

• Distribution methods and formats
• Cover sheets to accompany faxes
• Templates for all documents
• Warehouse pick lists with blocked-out information