Electronic Document Distribution

Your quick reference guide
to Spindle Document Distribution.

Spindle Document Management Features

SPINDLE DOCUMENT DISTRIBUTION (formerly known as Spindle Professional)

Intelligent document distribution to automatically:

  • Send documents via email, to a printer and even via fax
  • Specify contact information extracted from ERP or accounting system such as contact name, address, email address etc
  • Select stationery type using ERP or accounting system data (product, location, analysis code, dimension code etc.) to create desired templates
  • Archive documents into SharePoint, CRM or to a local network
  • Add additional email recipients automatically

Batch email distribution

  • Email any document to any stakeholder (e.g. invoices, statements, remittance orders, sales order acknowledgements)
  • Send unlimited documents (as batches or individually) to any address by email
  • Attach relevant documents (e.g. statements, promotions, pricelists)
  • Store draft emails before sending or send emails directly from the user's mailbox without having to be reviewed in the Drafts folder in Outlook
  • Support multiple email platforms (Exchange, Outlook, Lotus Notes, SMTP, MAPI and Gmail and Yahoo!) using SSL through SMTP
  • Sender's email address can be customised to ensure emails are sent from a central email address, for example accounts@company.com

HTML Email Designer

  • Produce HTML compatible email
  • Personalise customer communication using data extracted from ERP

Batch print distribution

  • Print and collate documents to different printers, trays or stationery
  • Print multi-part print copies without the need for duplex stationery
  • Automatically re-order printed pages within a document run
  • If you are still using multipart stationery for invoice, dispatch note and proof of delivery, Spindle Document Distribution can automatically print three copies to three individual print trays whilst collating the documents for dispatch, saving you time

Fax distribution (individual and batch)

  • Fax documents as alternative to email
  • Optimise stationery in mono

Form Designer

  • Edit plain text backdrops to full colour design and incorporate full branding
  • Add additional pages to documents
  • Change language files and attachments
  • Extract data from ERP or accounting system and add to document

Batch archiving

Automatically archive to different locations, either individually or in batches

  • Network uses ERP or accounting system data to name file/folder
  • CRM archiving uses ERP or accounting system data to index into CRM and link document with an account record. Is fully searchable and accessible by non-ERP users
  • SharePoint archiving uses ERP or accounting system data to index document into SharePoint library. Is fully searchable and accessible by non-ERP users

Invoice Payments

  • Add Pay Now buttons to outgoing documents.
  • Choose one of the following supported payment gateway providers:
    • Worldpay UK
    • Sage Pay UK

Document security

  • PDF password protect sensitive documents individually or in batches
  • 256 bit PDF document encryption
  • Apply digital signatures to any document using advanced Adobe CDS Digital ID from GlobalSign, click here for more information about Document Signing and eSignature Laws

Bar coding (for warehouse order picking)

  • Generate barcodes and insert onto for documents

Compatibility

Supported email solutions

  • Microsoft Office 365
  • Microsoft Outlook 2016
  • Microsoft Outlook 2013
  • Microsoft Outlook 2010
  • Microsoft Outlook 2007
  • Microsoft Outlook 2000
  • Gmail and Yahoo! using SSL through SMTP
  • Tobit David 6.6 / David XL / David Zehn
  • SMTP compliant mail server
  • Lotus Notes 6,7,8

Supported archive solutions

  • PDF
  • Microsoft SharePoint
  • Invu Professional Series

Supported fax solutions

  • Tobit FaxWare V6/V7/Zehn
  • Microsoft Windows Fax & Scan
  • GFi FAXmaker V10 to V14
  • Equisys Zetafax

Sage 50 Accounts

  • Sage 50cloud (v24)
  • Sage Line 50 V6 to 2016 (V23)

Sage 200

Supported only with Spindle Document Management installer

Sage 300

  • Sage 300 ERP 2017
  • Sage 300 ERP 2014 (V6.2)
  • Sage 300 ERP 2012 (V6.1)
  • Sage Accpac ERP V5.4 to V6.0
  • Accpac Advantage Series V5.3

Sage X3 (Now Sage Enterprise Management)

  • Sage X3 Product Update 9
  • Sage X3 version 4 (named V140) to 8

Microsoft Dynamics

  • Microsoft Dynamics 365 Business Central Cloud
  • Microsoft Dynamics 365 Business Central On Premise
  • Microsoft Dynamics NAV 2018
  • Microsoft Dynamics NAV 2017
  • Microsoft Dynamics NAV 2016
  • Microsoft Dynamics NAV 2015
  • Microsoft Dynamics NAV 2013 R2
  • Microsoft Dynamics NAV 2009 R2
  • Microsoft Dynamics NAV 2009 SP1
  • Microsoft Dynamics NAV 5.0 SP1
  • Microsoft Dynamics NAV 4.00

Microsoft Dynamics GP

  • Microsoft Dynamics GP 2018 and 2018 R2
  • Microsoft Dynamics GP 2010 to 2016
  • Microsoft Dynamics GP 9.0 to 10.00

Infor SunSystems

  • SunSystems 4 to 6

SAP Business One

  • SAP Business One 8.8 to 9.1
  • SAP Business One 2004 to 2007

Other ERP / Accounting systems

  • Pegasus Opera II
  • Access Accounts
  • SYSPRO
  • Sage Office Line Evolution

Other applications that have been tested and approved to work with Spindle Document Distribution include:

  • Microsoft Office (Word, Excel) 365
  • Microsoft Office (Word, Excel) 2003 to 2016
  • Sage Payroll V8 to V11
  • Sage Job Costing V8
  • Crystal Reports V9 to V11
  • ACT! V6
  • ACT! 2007 to 2013
  • SSRS (SQL Server Reporting Services)

Requirements

For Spindle Document Distribution

  • 1 Ghz Intel-compatible processor
  • 2 GB of memory
  • 2 GB free disk space
  • Internet Explorer 9 or above
  • Windows 10, 8, 7 SP1, Vista SP2
  • Windows Server 2016, 2012, 2008 R2 SP1, 2008 SP2

Click here for Technical Requirements for Spindle Document Management for Sage 200