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Email
Documents Direct From Your Accounting Software
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Click
here to download Free Standard Edition |
CAPITAL Electronic Document Exchange enables forms, documents and Visual Builder reports to be sent
to your customers, suppliers and contacts using your computer's or network's in-built support for Email services.
In addition to the above, if you have software installed on your network that allows Email to be routed to a fax server, CAPITAL can normally be set-up to communicate with your Email-to-Fax gateway. |
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With Electronic Document Exchange
users are given the option to print, Email and fax forms, documents and Visual Builder based reports. You may specify an Email destination address, or when possible, CAPITAL will retrieve it automatically from the applicable account. As well, a subject heading, extra text to be included in the body of the Email, and additional file attachments may be included with your Email.
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Emailing is similar to printing: anything that can be printed via Visual Builder can also be Emailed using Electronic Document Exchange. For example, rather than print an invoice or statement and mail or fax it manually to your customer, you can choose to Email it directly instead.
When the recipient of an Email generated by Electronic Document Exchange receives your message, the document is passed along as a file attachment in industry standard Portable Document Format (PDF). PDF attachments can be viewed using the Acrobat Reader program, freely available for download from the Acrobat web site. The web address for obtaining this software is:
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What
is Portable Document Format (PDF?) |
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PDF files can be viewed using the freely available Adobe Acrobat Reader software, which can be downloaded from the Internet at no cost. PDF files are compact, and can be distributed, viewed, searched and printed by anyone with access to Acrobat Reader.
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http://www.adobe.com/products/acrobat/readstep.html |
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PDF files also preserve the print image of the form, document or report that you would otherwise have to print out and mail or fax. For this reason PDF has become the universal defacto industry standard for electronic document distribution. Because they tend to be highly compressed, they are very suitable for transmission via Email. |
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Feature |
Description |
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Seamless
Integration
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Makes
emailing and faxing as simple as printing. |
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PDF
Attachments
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Automatic
conversion of documents to the efficient, compact, defacto industry
standard PDF format. |
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Scheduling
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Schedule
emails to be sent immediately, after a specified time, or in batches after
a nominated period of time has passed. |
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Fax-to-Email
Gateway Support
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Send
faxes to your fax server provided it supports email to fax routing and PDF
to TIFF conversion. (As does, for example, Faxmaker.)
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Default
File Attachments
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Automatically
include disclaimers and other file attachments with each email. |
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Priority
Messages
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Messages
can be sent immediately if urgent or queued if of lower or normal
priority. |
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Text
Messages
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Add
comments and text messages to emails before sending your documents. |
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Multiple
Recipients
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Emails
may be sent to multiple recipients simultaneously. For example, a copy of
each email may be sent to a folder on your server for record keeping
purposes. |
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Programmable
Interface
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The
CAPITAL Business Script Language includes support for sending emails based
on criteria unique to your business for total flexibility and high level
automation. |
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Statements
& Remittances
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Email
monthly statements or send remittances in bulk selectively to accounts
with email addresses. |
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Product
Info
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Email
product information directly to customers. |