What is Document Agent?
Document Agent seamlessly integrates with Microsoft Dynamics SL to automatically fax and/or email Order Management, Accounts Receivable, Purchasing, and Flexible Billing documents to customers and suppliers. Document Agent interfaces with a wide variety of mail and fax servers and is a cost effective document delivery solution.
Now with flexible billing support!
Key Benefits
- Performs batch sending of Order Management, Purchasing, Account Receivable, and Flexible Billing documents
- Automatically sends quotes, order confirmations, and invoices as an Order Management “order type” step
- Automatic updates to customer/vendor records’ email address and fax number fields
- Email address fields available in customer bill to, customer ship to, and vendor remittance areas
- User maintained distribution lists for each customer and vendor
- Ability to create the default distribution list for all or specific customer/vendor for one or more specified documents
- Allows multiple recipients per document via email, fax, or both
- On-demand fax/email from Sales Order, Purchase Order, AR Invoice, Flexible Billing and Memo entry screens
- Generates history and status log of all email and fax documents submitted
- Quick and easy installation
