Electronic document send and storage for streamlined business processes for Microsoft Dynamics NAV
Your staff will use up a lot of time manually sending out copies of documents, be those sales orders, invoices, purchase orders or the like. This can be a time consuming tasks and one which can impact productivity for your organisation.
Document Delivery is a Dynamics Addition specifically designed to eliminate cumbersome paper-based and time consuming processes, enabling email of individual documents or batches of documents, instantly or scheduled for delivery at the end of the day/overnight.
This Addition is user friendly and easy to customise for your own requirements; including being able to set passwords on PDF documents to ensure security.
Straightforward and defined email templates pull through the correct contact and content information to personalise each communication – all from within Dynamics NAV.
Document Delivery also contains a Document Log; the log allows for easy tracking of all sent documents, informing you if a document has errored during send and why. This is a great little feature as it allows your team to resolve the issue internally and resend the document swiftly.
Get in touch today we will be happy to explain further about the benefits of Dynamics Addition Document Delivery.
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Short bite-sized videos about Document Delivery and how it works: