Includes a variety of predefined e-mail templates with links to Microsoft Dynamics NAV/BC reports, as well as to the required recipient data.
Continia Document Output includes ready-to-use and editable templates for sending out account statements, invoices, reminders, order confirmations, and more, to make your work a lot more efficient. It’s so efficient and fast that all you need to do is to find the right template and click send.
You can even design and customize your own templates with your unique branding material e.g. insert logos or water marks. You can do this without contacting your account partner and waiting for them to set it up for you – that’s how easy it is to modify your templates.
With Document Output, you can add more recipients on the client contact card. This reduces the time that you would normally spend on manually finding and adding the relevant e-mail addresses, which in turn allows you to focus on other tasks.
You can automate your workflow with mass-mailing of invoices, account statements and more. Meanwhile the solution allows you to continue working even while the it’s sending out these documents. This means that you don’t have to waste any time waiting for the system to be done sending before continuing your work.
With a drag and drop feature, you can now add extra files and attachments. All activities are logged, which means that you can always see which documents are sent. Document Output keeps track for you. This reduces any human errors that might normally occur in keeping track of documents.
Additionally, you can send out your documents through email, or in print, which ever suits your customers the best.
Document Output allows you to sign your pdf documents and thereby prevent hackers from changing any payment and/or account information in the pdfs that you are sending. You can also add a background to your pdf document to prevent any change after you have sent it.
This secures a high level of security in your organization, which is more important than ever, especially in this digital day and age where scams occur on a daily basis.