Streamline Your Document Delivery Process

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

In this recorded webinar we will present DocLink Output Manager, integrated document management for Sage. With this Sage endorsed solution, you can streamline the document delivery process based on preconfigured routing rules.

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