Electronic Document Management

Intelligent flexible tools for total control of documents coming in and out of Sage

Spindle Document Management for Sage 200

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.

  • 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 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
24/7 Online Portal for Sage 200

Spindle Self Serve for Sage 200

Integrated with Sage 200, Spindle Self Serve is an online portal offering your customers and staff 24/7 access to their account and financial information. 

Customers have ‘self-service’ access to their own accounts, so will always have the information to hand to pay you on time, reducing queries made via telephone call or email.

Whether in the office or working remotely, your internal staff can use Spindle Self Serve to view customer accounts and documents without the need to access Sage.

  • Clean & simple dashboard – customers have a complete overview of their account.
  • Branded portal with your logo and colour schemes – assure your customers they are in the right place.
  • Increase customer satisfaction - customers can access their online account at any time.
  • Improve staff productivity - staff can access customer accounts without the need to access Sage 200.
  • Fewer admin queries - reduced incoming phone calls and emails.
  • Retrieve documents - integrates with Spindle Document Management to view PDF documents of invoices, statements, credit notes and much more.

Benefits for Your Company

  • Staff can view customer accounts without the need to access Sage 200
  • Remote access to view account information whilst away from the office
  • Real-time financial and accounting information
  • Reduce time spent on customer admin queries
  • Promote your business with in-system pop-up messages**
  • Staff can view current stock availability and place orders**

Benefits for Your Customers

  • 24/7 online access to view their own account
  • Customer dashboard with account overview
  • View sales order status and invoice history
  • Re–print or download PDF invoices and statements on demand*
  • Customers can view available stock and place orders online at any time**
  • Browser-based access across all devices

Additional modules are available to optimise Spindle Self Serve to suit your business requirements:

Promotional module

  • Use in-system promotional messages to promote special offers to customers
View stock module
  • Customers can view stock levels and prices without the need to make a call
  • Staff can check stock levels and prices without the need to use Sage
Order module
  • Customers can place orders online 24/7 at their convenience
  • Allows customers to re-order previous order and make changes
  • Able to see live order status and see if an order has been despatched, in progress or on hold
  • View documents relating to a particular order, such as a Purchase Order or Order Acknowledgement
  • Orders are received online, helping to reduce incoming phone calls and emails
  • Received sales orders are inputted directly into Sage 200 – no need to re-key data
  • Staff can place orders on behalf of a customer

Electronic Document Management for Sage 200

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