Spindle Document Management is a suite of intelligent and flexible tools to offer total control of documents coming into and out of Sage. Helping to streamline processes and improve efficiencies, Spindle Document Management is an essential solution for growing businesses.
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.
Send documents in batches, or individually, via email to where they need to go, while archiving them against the transaction they relate to in Sage. Alternatively, send to print for sending by post
Scan and import documents straight into Sage 200
Get paid faster with 'Pay now' buttons added to invoices, pro forma invoices, statements and chasing letters using Opayo or World Pay. Supports multi-currency payments.
Uses template-free OCR technology to automate the invoice process into Sage 200 at line-item level.
Online portal allowing customers and staff access to Sage 200 data and documents, beyond the finance department.
Capture documents on the go with your mobile device, available for iOS and Android devices.
Documents are linked to accounts/transactions in Sage 200