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Automated Document Management

PrecisionForms is the simple, smart and secure way to efficiently and cost-effectively automate the creation, customisation, delivery and management of documents within your Microsoft Dynamics® 365 system.

In addition, PrecisionForms can provide automatic capture of information and dynamic interactive workflows to improve business processes and customer experiences. Furthermore, PrecisionForms enables a secure and robust document management environment to meet your business and legal compliance needs.

PrecisionForms can be deployed on-premise or in Azure to match your system choices.

FEATURES

Built for Your Needs

Simplify Document Design and Production

Enhance customer/supplier preferences and keep documents secure and compliant.

Automate Document Compliance

Improve auditability to meet compliance and legal requirements.

Flexible Deployment

To Azure, public cloud or “On-Prem”.

Digitised Workflows

Full visibility and tracking of document interaction that can extend to users external to your ERP system.

Rapid Cloud-Based Deployment

No expensive customisation or training required.

Enhanced Security

Improve control for robust processes and information leak prevention.

More Solutions from Bottomline

Payments Automation

Eliminate fragmented payment processes, centralize business payments, and speed up invoice and payments processing while reducing fraud risk.

Payments Connectivity & Compliance

Securely communicate financial transactions within and between businesses, globally and locally, while easily managing payment compliance and mitigating risk.

Cash Management

Automate and manage complex manual processes to optimize payments and grow through industry leading-visibility, forecasting, and reconciliation.