Document Delivery

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Document Delivery
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Features and Benefits

• Fax/Email Purchase Orders directly from FACTS.
  Even from a dumb terminal!
• Fax/Email copies of Past Invoices to your
  customers as easy as printing them
• Fax/Email Statement to customers

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Description

• The FACTS Document Delivery Module makes it
  possible to provide key documents via printed,
  faxed or emailed formats based on the preference
  of each customer or vendor. The method of
  delivery is determined automatically each time a
  batch of documents is printed.
• The pre-defined documents are Invoices,
  Statements, Dunning Letters, Pick Tickets, Quotes
  and Purchase Orders. The design facilitates
  additional documents to be added by the
  affiliate.
• Whether printed, faxed or emailed, all documents
  are created using UnForm. This provides a
  professional and consistent appearance. If
  emailed, the document arrives as a PDF
  attachment.
• This functionality is achieved with zero
  modifications to standard FACTS print programs,
  only metadata additions for the F/M programs in
  7.x versions.

Click for Demonstration
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Demonstration
Each Document Type has parameters to define in
Document Control F/M. This is for Statements.
Click on Internal Copies to Continue.
This is additional information for Emails.
Email attachment can be Text or PDF (Adobe
Acrobat) format.
The time to fax can be controlled.
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Demonstration (continued)
Audit Copies can be printed. Also, an email can
be delivered after a batch is processed
containing audit information such as Number of
documents processed and how each one was
delivered.
Click on Exit to Continue.
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Demonstration (continued)
The next step is to set up Document Routing
preferences for each Customer/Vendor. Click on
the Doc Routing button from Customer F/M.
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Demonstration (continued)
Each Document Type can be tailored for each
Customer/Vendor.
Any combination of P-Printing, F-Faxing and
E-Emailing can be selected.
Click Save to Continue.
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Demonstration (continued)
At print time, select Print Options.
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Demonstration (continued)
Then select the Document Delivery Printer.
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How it Works

• The FACTS Document Delivery system processes the
  documents and delivers them based on the
  Customer/Vendor preferences that have been
  predefined
• UnForm is used to format documents, providing a
  professional and consistent appearance. If
  emailed, the document arrives as a PDF attachment.

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Purchase Orders
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Past Invoices
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Statements