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Spindle Document Management

Business management software that grows with your business

Distribute outgoing documents - Send them individually or in batches using email, or send them to print for mail distribution.

  • Batch deliver invoices, statements and various other business documents.
  • Produce professional branded documents with all the relevant information.
  • Attach relevant documents together (for example statements with invoices) or a second page (for example promotions or terms and conditions).
  • Keep your co-workers up-to-date when a document is sent by enabling notifications.
  • Diminish the risks associated with document fraud by using digital signatures and password protection.
  • Encourage faster invoice payments by adding 'Pay Now' buttons to statements, pro forma invoices and invoices. Customers can instantly pay online via your chosen payment provider, Sage Pay or Worldpay.
  • Archive outgoing documents into Sage 200 instantaneously for uncomplicated future access.

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Capture incoming documents - Scan and import documents directly into Sage 200.

  • Capture any type of document to be viewed in Sage 200.
  • Batch scan documents with barcode technology, including multi-page documents.
  • Effortlessly drag-and-drop electronic files into the Capture screen or Pending Tray.
  • Enable security permissions to restrict access for sensitive documents.
  • Use unique barcodes to promptly correlate documents with their Sage 200 entry.
  • Store documents in the correct format (PDF/A) to remain compliant with HMRC regulations.
  • Enable non-Sage 200 users to capture documents into the Pending Tray.
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View documents in Sage 200 - Documents are linked to accounts/transactions in Sage 200.

  • Securely access documents throughout Sage 200:
    • Sales Ledger
    • Purchase Ledger
    • Nominal Ledger
    • Cash Book
    • Stock Control
    • Sales Order Processing
    • Purchase Order Processing
    • Project Accounting
  • Users that don't have access to Sage 200 can utilise the Document Search tool to recapture documents.

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Capture documents on the move - Capture documents using your mobile device. Available for Android as well as iOS devices.

  • The Spindle Document Capture app helps to manage documents when you're on the road and can be used to:
    • Send sales orders, signed delivery notes, expenses and other documents back to the office.
    • Document proof of damaged/faulty goods.
    • Use as a substitute for a traditional scanner when working remotely.

    Contact us now to organise a demonstration, request a quotation or find out more about Spindle Document Management.
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Features & Benefits

Batch deliver invoices, statements and much more and product branded documents that have all the relevant information on and look great.

Securely access documents throughout Sage 200. Users that don’t have access to Sage 200 can utilise the Document Search tool to recapture documents.

Batch scan documents with barcode technology, including multi-page documents. Effortlessly drag-and-drop electronic files into the Capture screen or Pending Tray.

The SDM app helps to manage documents when you’re on the road can be used to send sales orders, signed delivery notes, expenses and other documents to the office, document proof of damaged/ faulty goods and use as a substitute for a traditional planner when working remotely.

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