Tom Jenkins
The responses confirmed that the Document Sending functionality improves efficiency and reduces costs by simplifying document delivery in Dynamics NAV. The survey, integrated with NAV, was distributed using the Document Sending Add-on.
"Quick and easy to use"
"Cost saving on manual invoice runs (both labour and postage expenses)"
"HTML email templates - bespoke for each document type and customer division. Emails automatically sent, i.e., invoices, statements, sales order confirmations."
We’ve reviewed each and every individual response, including the additional features that customers would like to see in the Document Sending Add-on resulting in amendments to the roadmap which will be issued to all those who took part in the survey.
Send documents via multiple formats (e.g., email, fax, hardcopy)
Personalised letterhead merging & definable, parameterised email templates
Unlimited attachments & multiple recipient options
Full history of all correspondence & auto archive of electronic documents with optional SharePoint integration
Review emails and update details before sending
Option to send immediately with editable email content or send using job queues
Custom parameters / HTML editor and Test mode option
Watch our demonstration video to see how Document Sending can improve your document management processes or contact us for further information.
Finally and very importantly, a big thank-you to all of our customers for taking the time to complete the survey!
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