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Description
Distribute batch invoices or various documents via email, print, fax, or archiving based on what the customer prefers. Automatically implement a customized branded template to strengthen your corporate image while incorporating tailored promotional messages. These advertising messages can be specifically designed for different customer segments in your accounting system. You can attach and dispatch any type of document, including invoices, statements, or remittance advice, to any kind of contact, whether internal or external. Safeguard sensitive information with password protection and digitally sign PDF documents using advanced Adobe CDS Digital ID for security. Additionally, you can include supplementary documents in your electronic communications, such as related invoices with statements, delivery instructions, purchase terms and conditions, promotional deals, and newsletters, thus enhancing the value of the correspondence. This comprehensive approach ensures that all necessary information is readily available to the recipient, fostering better communication and understanding.
Description
Equipped with a robust search engine and efficient import/export capabilities, along with a comprehensive business management feature, it serves as an all-in-one assistant designed to enhance the optimization, organization, archiving, retrieval, and geo-referencing of documents. Beyond just mapping your projects, you can also link cartographic records, related documents, invoices, DWG plans, legal acts, and any scanned archived files. Reduce the likelihood of human errors by utilizing template documents for generating your final letters and reports, and effortlessly auto-fill your drawing cartridges using data from VisionDoc. Track the progress of your projects and easily allocate tasks to team members, ensuring clarity on the status of each task and what has been accomplished. Seamlessly import and export contacts through Outlook, and automate email notifications when tasks commence. Our advanced search engine empowers you to locate precise information, and you can apply numerous filters to swiftly find the documents you require. Furthermore, this system enhances team collaboration by providing a centralized platform for managing all aspects of your projects.
API Access
Has API
API Access
Has API
Integrations
Ace Cloud Hosting
Sage 200
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Draycir
Country
United Kingdom
Website
www.draycir.com
Vendor Details
Company Name
Geo-Plus
Founded
1987
Country
Canada
Website
geo-plus.com/visiondoc-document-management-software/
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control