Document Delivery

- for Microsoft Dynamics NAV

Overview

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.

Description

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.

Requirements

  • Dynamics NAV 2015 or newer

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