Whenever we have a query, [PKF] Smith Cooper has been very responsive and helpful. We are happy to recommend them to anyone looking for help with their Sage products.
Wayne Matts
Financial Director at LOROS
Spindle Document Management
Reduce your daily workload and easily access important documents
Ideal for companies with:
Analog record management
Laborious manual scan and file process
Large 'customer documents' file on server
Many attached transactional documents at account record level
Make document management quick and easy
Spindle Document Management is a fantastic, quick to deploy, user-friendly and cost-effective way to manage your documents from Sage.
Integrating with Sage 200 Professional, Spindle Document Management combines Spindle Document Distribution and Spindle Document Capture to provide you with a complete end to end document management tool.
The solution takes the time, effort and error out of managing your business’ documents by letting multiple users, Sage or non-Sage, batch distribute, scan, drag and drop, attach to transactions and of course view any document coming into or going out of your business.
Key Software Features:
- Documents stored electronically at transaction level saving you time and preventing filing errors
- Fast & easy access to documents to any employee with permissions
- Seamless integration with your Sage software
- Automatically generate barcodes directly onto documents
- Outgoing documents auto filed as part of send process
Contact us today to find out how Spindle Document Management can benefit your business!
General Enquiries
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Distribute Outgoing Documents with Ease
Spindle Document Automation delivers communications accurately, securely, and to the right people at exactly the right time.
With Spindle Document Management you can send your documents individually or in batches via email whilst simultaneously archiving them against the relevant transaction in Sage or sending them to print for posting.
- No expensive pre-printed stationery needed
- No more postal costs or delays
- Add Pay Now button to documents
- Layouts are simple to amend in-house by any user saving consultancy fees
- Automatically brand documents for a professional look.
- Send all documents with professional personalised HTML email layouts including merge fields.
- Automate multiple layouts for different clients or divisions
- Add your company logo, promotions and seasonal messages quickly and easily.
A streamlined view of all your information
87% Reduction in admin time
Reduce the time you spend producing nominal code reports by up to 87%
40% Reduction in calls
Saw a 40% reduction in inbound calls to customer services.
20% Hours saved, annually
Automatic document distribution can save 20% of annual man hours
Capture Documents Outside Sage 200
Documents can be scanned in by non-Sage 200 users, for example batches of signed delivery notes can be scanned directly in the warehouse and then automatically archived back into Sage 200 against the correct transactions.
Quick and Easy Archiving
Save time by scanning batches of documents in one go, including multiple page documents. By using barcodes, Spindle Document Capture automatically recognises the length of each document.
Improved Accuracy
Reduce the chance of misfiling or losing documents and find relevant documents instantly.
Speed-up Workflows
By using specific document types Spindle Document Capture instantly associates the relevant account/transaction data to the document.
Access Anywhere at Anytime
Leverage the online portal to extend access beyond the finance team, and easily capture documents on the go using your mobile device.
Invoicing Simplified
Simplify invoice workflows into Sage 200 at line-item level.
Sage APIs and Integration
Extend your Sage solution to suit your individual needs with add-ons and API-powered software integrations.
What our clients have to say...