Clever Document Delivery

Do you spend the majority of your day sending documents? Instead of wasting time worrying about the future, use Instant Courier Service to expand your company. Choose your papers, your receiver, and the rule for the account, then let the software handle the labour-intensive tasks.

 

Instant Courier Service can send many documents, including invoices, statements, order confirmations, purchase orders, reminders, remittance advice, and many more.

If you use the standard approach, you must first set up a document sending profile based on the unique requirements of each before assigning the profiles to the customer/vendor cards if you want your customers and vendors to receive communication in a variety of formats (such as printed copies, emails, and email attachment types). Then enter the report ID you want to use for the email body and attachment on the corresponding report selections page. Why resort to all this trouble when you can download our app and send all popular document kinds in just a few simple clicks?

• The most popular Clever Document Delivery are imported right out of the gate to get you started and enable you to take advantage of the app’s features with the least amount of time and effort.
• These include naming a few, posting credits, invoices, and shipments; reminders; statements; and sales quotes. Each can also be customized for the unique sender and recipient information.
• It’s straightforward to customise each communication since you can utilize custom reports for each document type, construct multiple reports if necessary, and set up unique values and rules to send a particular report of a specific document type to various departments of the recipient company.
• Additionally, you can customise the message and have options like your CC and BC addresses auto-populate. While utilising Clever Document Delivery, you can alter the email body from the Document Type.
• If you tried to customise the message using conventional BC, it would erase your entire template and force you to start over.
• The ability to effortlessly add watermarks and other PDFs, such as terms and conditions or item specifications, to your emails is another important feature. You can even attach additional papers to the one you are sending out.
• It’s simple to view a history of communications with recipients; we offer a Document Log that you can use to see what has been sent to and handled by your system.

The Document Log contains information on when the document was sent, who sent it, and the document itself, all of which can be configured to be stored against the record.With the help of Clever Document Delivery, you may transmit business documents one at a time, in a batch, or individually. Send emails immediately, on a schedule that fits your regular working hours, such as at the end of the day or week, or have this automated to save you time.

As a last security measure, Clever Document Delivery offers password protection capabilities. With this feature, you can assign passwords to client and vendor accounts, which they must input when they receive emails with attachments.