Do you wish you could process or deliver documents in batches by email or hard copy to match customer preferences? How about adding attachments automatically (such as T&Cs or other supporting documents)? Perhaps you would like to be able to file documents automatically, splitting batches using barcode recognition and OCR? What about scheduling delivery of invoices or other NAV reports to send in the background automatically?
On day 4 of the 12 days of Christmas we’ve partnered with the Zetadocs team to make your wishes for better document management in NAV come true.
Equisys produces software packages that help businesses become more efficient by dispensing with paper-based processes. Their document management products stand out by being simple to install and manage, reliable and great value – backed by outstanding service and support.
The Zetadocs® suite integrates with Microsoft Dynamics® NAV to handle the capture, on-screen approval and electronic delivery of business documents. Zetadocs Capture stores emails and scanned documents alongside NAV transactions for instant access from within NAV or directly from an electronic archive, while Zetadocs Delivery enables you to email batches of documents in PDF format from within NAV, helping your finance team produce and send documents such as customer invoices and statements.
We’re offering an exclusive 10% off deal throughout the month of December just for TES customers, so get in touch with us to find out more.