Part of the challenge in managing business documents is ensuring they are sent to the right person, at the right moment, using the right method. Document management systems like IntelliChief automate the task of distributing documents, so you don’t have to!
How Automated Document Delivery Works
IntelliChief works with your ERP, allowing users to automatically send invoices, purchase orders, statements and any other mission critical document via fax and/or email. The sending method can be tailored to each customer or vendor with simple instructions in the application’s master file that determines the preferred method of communication for the chosen company.
When an invoice is generated, for example, IntelliChief will look at the business application records, find the preferred delivery mechanism (fax or email) and format the invoice, attach a cover page and any notes the user wants and then automatically send it out. At the same time, IntelliChief stores an electronic version (image) of that fax or email so that it can later be retrieved if necessary.
Distribute Documents via Fax or Email from IntelliChief
As documents are stored in IntelliChief’s database archive, they can be retrieved at any time by authorized users, directly from their ERP screen. When documents are pulled back from the archive to the user’s screen, they can immediately open any related documents, and fax or email that document on-the-fly directly from the screen.