In every company, a large number of business documents, such as orders, quotations or invoices to vendors and customers, are exchanged every day. These documents are usually sent either by fax or e-mail. Sending documents manually by fax and then archiving them in paper form is highly time-consuming and personnel-intensive. The ability to control the sending of business documents directly from Microsoft Dynamics NAV results in enormous time and cost savings. Since the software is compatible with all groupware and fax solutions, protection of existing investments is ensured.
Structured data exchange via fax and e-mail
The exchange of information can be standardized for each business partner based on templates, and therefore requires no specialist programming knowledge.
All sent documents and business documents are automatically archived as pdf files directly in Microsoft Dynamics NAV with no additional assistance or costs.
- Master data and movement data
- Universal sending of fax and e-mails
- Audit-compliant archiving
- Independent of the fax machine used
- Freely configurable templates and cover sheets for each customer and vendor
- Automatic sending with manual interaction
- E-mail can be enhanced with a digital signature