Document Output and Customer Communication Management

Branded documents

Create accurate and professional branded business documents.

Make your invoices, shipping documents and remittance advices instantly recognisable, presenting information in a clear, logical format.

The intuitive interface empowers even non-technical staff to design forms and create accurate and professional branded business documents.

Substitute native SSRS coding and apply external data and eSignatures for more complete communications.

Document collaboration

Enable greater collaboration and better relationships between internal and external senders and recipients of documents via the cloud.

A secure self-service document repository enables easy access and fast document retrieval.

Collaborative interaction capabilities help bring a faster resolution to document queries delivering significant savings compared to managing issues over the telephone.

Implement online approvals and electronic signatures workflow with email notifications to speed up processing.

Customised delivery

Delivery preferences increase the consumption and processing of financial documents.

Automatic distribution with a choice of format and delivery options such as postal, email, fax, PDF and phone, based on individual preference.

Enables users to print directly to any physical printer in any location and monitor and control all print jobs as they are processed.

Segregates administrator, designer and producer roles and controls information access and delivery.

Automated storage and archiving

Secure, compliant storage of processed documents with easy retrieval.

• Enterprise-grade security and control delivers automated storage, eliminates manual effort and helps you comply with regulations governing document retention and archiving of electronic documents.
• Safeguard the integrity of your documentation.
• Supports compliance with Microsoft Lifecycle Services.

Intelligent analytics

A powerful dashboard provides visibility and insight to help accelerate your cash collection or procurement processes and differentiate your service levels.

Intelligent analytics offer real-time insights into the consolidated value and volume of financial documents awaiting processing with external parties, helping to reduce key metrics such as aged debt and DSO.

Track and trace capabilities deliver visibility on how recipients interact with your transactional documents and highlight items at risk, enabling you to act swiftly on delivery failures and unopened emails.

ERP integration

Bottomline's document output management solutions deliver real-time and immersive integration into JD Edwards EnterpriseOne, Microsoft Dynamics 365 and more. Many clients implement document management as part of an ERP upgrade and realise seamless communication and workflows of financial documents.