Important: this session has now ended but you can access the recording via the below link.
This session is part 1 of a 4 part series we are doing with Draycir over the next few months. In this webinar, we will be discussing Spindle Document Management with Self-serve.
Spindle Document Management is a suite of intelligent and flexible tools, designed to offer total control of documents coming into and out of Sage.
From distributing your outbound documents and automating many of your workflow processes, to capturing incoming documents for instant access in Sage 200, Spindle Document Management provides you with a complete document management solution for your business.
Spindle Self Serve integrates with Sage 200 to deliver real-time financial and accounting information to your staff and customers. It’s an easy-to-use, online customer portal that allows customers to ‘self serve’ their own account and for staff to view accounts and documents without the need to access Sage 200.
What will we be discussing?
With an introduction from our Sales Manager, Richard Torr and the main presentation from our guest speaker, Zoe Young from Draycir, this session will focus on
- How to distribute any documents from Sage 200
- The capturing of inbound documents
- How to use the portal for customers and staff
If you have any questions regarding Spindle document management with Spindle Self-Serve email [email protected] or call 01332 587515.
Alternatively, if your question is regarding the webinar please email [email protected].