Sage 200 Document Management

Home | Sage Add Ons | Sage 200 Document Management
  • Who's it for?

  • Key features

  • Discover More

  • FAQs

  • Related Products

Helping to streamline processes and improve efficiencies, Document Management, in all its forms, is an essential solution for growing businesses.

Spindle Document Management is an essential solution for growing businesses. This product offers you total control of your business’s documents, coming in and out of Sage, with its suite of intelligent and flexible tools.

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.

Supporting businesses across the UK

Ideal for companies with:

  • Lots of paper based processes

  • Need to make finance more efficient

  • High level of customer account queries

  • High level of Purchase Invoices to match

Key Software Features

  • Automated document delivery with workflow

  • Benefit from HMRC compliance with digital delivery and storage

  • Quickly allocate Purchase Invoices with OCR technology

  • Customer self serve portal

  • Distribute reports on a schedule

Over 80% of Sage 200 sites in the UK have some form of Draycir document management software installed as part of the system


  • Reduce human error in processing, sending, receiving and filing documents
  • Save time with a quicker document delivery and file retrieval
  • Benefit from HMRC compliance with digital delivery and storage
  • Eliminate paper storage costs
  • Reduce manual admin
  • Remove the risk of missing or lost documents
  • Streamline integration with other products in the Document Management Suite, including Spindle Document Recognition and Spindle Self Serve
  • Go paperless by scanning, barcoding, importing and drag and dropping incoming documents to store them electronically
  • Customers and Staff can view accounts 24/7 without the need to access Sage 200
  • Customers can Re–print or download PDF invoices and statements on demand
  • Real-time financial and accounting information available 24/7
  • Reduce time spent on customer admin queries
  • Automate delivery of reports on a pre-defined schedule

Find out more about the modules by clicking the logos below:

If you would like to arrange an onsite demonstration of how Spindle Document Management can work for you, an initial WebEx overview or would simply like to find out a little more, then do not hesitate to contact us via [email protected] or give us a call on 01332 959008

Find out more about our Document Management solutions!

Call 01332 959008 or enquire online today

"*" indicates required fields

Newsletter Sign-Up