Spindle Document Distribution
Distribute and archive your documents automatically with Spindle Document Distribution.
Manual document processes take up precious time and can result in the loss of important files, as well as document duplication across departments. You need to be able to access your documents anywhere, at any time, whilst also ensuring sensitive information remains secure. Spindle Document Distribution brings your document workflow processes together in order to deliver your communications accurately, and to the right people, at the right time.
All information at a glance
Spindle Document Distribution is flexible and customisable to your business needs. Helping to make your working day easier by distributing your documents automatically.
Our cloud version of Spindle Document Distribution has everything it’s on premise version does, with the added benefit of being cloud based.
Document distribution
Send documents via email, adding additional email recipients automatically and archiving documents into SharePoint, CRM or a local network. Specify contact information extracted from current systems and select stationery type using ERP or accounting system data to create required templates.
Personalise
Use real-time data from your ERP database to personalise customer communications.
Archived documents
Automatically archive documents individually or in batches to different locations. The network uses an ERP or accounting system to name the file/folder. CRM archiving uses ERP or accounting system data and is fully searchable and accessible by non ERP users.
Document Distribution Cloud
Spindle Document Distribution Cloud is designed to distribute outgoing documents and automate many of your workflow processes, saving time and money, with settings that are in the cloud. This means that as a user, you will no longer require a network or server.
Invoice payments
Click to pay solution, PayThem, links to Spindle Document Distribution to enable an instant payment link to be added to invoices, statements, and many more documents. Users have the option to pay using a debit or credit card via an easy to use payment portal, resulting in a quick and hassle-free payment process.
Flexibility for every department
Technology has revolutionised how all departments operate, no matter which industry you are in. Whether it’s streamlining workflows, enabling collaboration or securing your information, there are a wide range of benefits for many businesses. Spindle Document Distribution enables you to provide this flexibility for every department, helping you to improve your efficiencies, productivity, and business profitability.
Credit Controller
Automatically attach multiple invoices to every statement emailed to your customer. Access all of the information you need immediately when querying late payments.
Accounts
Email invoices and other documents in seconds. Automatically email or print batches of documents depending on individual customer requirements.
Sales
Receive overdue statements or invoices in real-time. Reduce internal queries and assess any overdue payment disputes.
Warehouse
Simplify the order picking process by adding all orders to one list. Barcodes are automatically generated and inserted on the document.
Smarter documents
Sending documents via email, specifying contact information based on your ERP or accounting system data and archiving documents into Sharepoint, CRM or a local network through Spindle Document Distribution enables you to work smarter.
Easy access to documents
Archive and retrieve all file types quickly and find documents faster through advanced search functionality.
Securely stored
Provide secure permissions to approved users only, limiting access to sensitive information.
Simple integration
Seamless integration to your ERP to archive and retrieve documents.
Document Distribution Cloud
Spindle Document Distribution Cloud is designed to distribute outgoing documents and automate many of your workflow processes, saving time and money, with settings that are in the cloud. This means that as a user, you will no longer require a network or server.
Automated licencing system
Gone are the days of physical keys at the point of renewal. Spindle Document Distribution Cloud has an integrated automated licencing system, which will save you time and effort found in distributing licence keys.
Full functionality of Document Distribution on premise
Spindle Document Distribution Cloud has everything it’s on premise version does, with the added benefit of being cloud based.
Stats
25%
reduction in admin time
Save 25% reduction in man-hours processing accounting and ordering documents
20%
annual hours saved
20% of annual man-hours saved through automatic document distribution
Key features
Batch document distribution
Send batch documents, based on the customers preference, by email, print, fax or archive.
Branded document templates
Apply a branded template automatically to enhance your business identify and add promotional messages. Advertising messages can be tailored specifically to customer groups.
Send any business communication
Attach and send any document types to any contact type, either internally or externally.
Archive documents
Archive files to specified locations automatically, such as CRM, ERP and/or Sharepoint.
Send to multiple contacts
Add additional recipients to emails or send the same document to tailored email separately.
Personalise correspondence
Use real-time data extracted from your ERP database to personalise customer communications.
Add attachments
Include additional documents with your electronic correspondence, such as related invoices, delivery instructions etc.
Faster invoice payments
Add the Pay Now button to all of your emailed invoices. Enable your customers to make secure payments online from their invoice via PayThem.
Specification
Email solutions
- Microsoft Office 365
- Microsoft Outlook 2016
- Microsoft Outlook 2013
- Microsoft Outlook 2010
- Microsoft Outlook 2007
- Microsoft Outlook 2000
- Gmail and Yahoo! using SSL through SMTP
- Tobit David 6.6 / David XL / David Zehn
- SMTP compliant mail server
- Lotus Notes 6,7,8
Archive solutions
- Microsoft SharePoint
- Invu Professional Series
Fax solutions
- Tobit FaxWare V6/V7/Zehn
- Microsoft Windows Fax & Scan
- GFi FAXmaker V10 to V14
- Equisys Zetafax
Sage 50 Accounts
- Sage 50cloud (v24 to v30)
- Sage Line 50 V6 to 2016 (V23)
Sage 200 Professional
- Supported only with Spindle Document Management installer
Sage 300
- Sage 300 ERP 2017
- Sage 300 ERP 2014 (V6.2)
- Sage 300 2024
Incompatible module
- Sage CRM device (Can archive into Sage CRM but attaching does NOT work)
- Sage 300 ERP 2012 (V6.1)
- Sage Accpac ERP V5.4 to V6.0
- Accpac Advantage Series V5.3
Sage X3
- Sage X3 Product Update 9
- Sage X3 version 4 (named V140) to 8
Microsoft Dynamics
- Microsoft Dynamics 365 Business Central Cloud
- Microsoft Dynamics 365 Business Central On Premise
- Microsoft Dynamics NAV 2018
- Microsoft Dynamics NAV 2017
- Microsoft Dynamics NAV 2016
- Microsoft Dynamics NAV 2015
- Microsoft Dynamics NAV 2013 R2
- Microsoft Dynamics NAV 2009 R2
- Microsoft Dynamics NAV 2009 SP1
- Microsoft Dynamics NAV 5.0 SP1
- Microsoft Dynamics NAV 4.00
Infor SunSystems
- SunSystems 4 to 6
SAP Business One
- SAP Business One 8.8 to 9.1
- SAP Business One 2004 to 2007
Other ERP/Accounting Systems
- Pegasus Opera II
- Access Accounts
- SYSPRO
- Sage Office Line Evolution
Other applications
- Microsoft Office (Word, Excel) 365
- Microsoft Office (Word, Excel) 2003 to 2016
- Opayoroll V8 to V11
- Sage Job Costing V8
- Crystal Reports V9 to V11
- ACT! V6
- ACT! 2007 to 2013
- SSRS (SQL Server Reporting Services)
Requirements
General
- 1 Ghz Intel-compatible processor
- 2 GB of memory
- 2 GB free disk space
- Internet Explorer 9 or above
- Windows 11
- Windows 10
- Windows Server 2022
- Windows Server 2019
- Windows Server 2016
- Whilst we currently support all Sage supported versions of Sage 200 with Spindle Document Distribution, our preferred option is Spindle Document Management as this offers the customer more functionality. Click here for Technical Requirements for Spindle Document Management for Sage 200 Professional.
Additional Information
Release notes
Version: 10.11
Main Additions
- PayThem now supports multiple Document Types including Pro-Forma Invoices and Goods Despatch Notes (#69668)
- PayThem option to upload invoice documents without creating a payment request. This will allow payees to view documents when making payments against a Statement (#70731)
- Support for enhanced payment options in PayThem – including reserve card payments and partial payments (#71596)
Version: 10.10.1
Bug Fixes
- Legacy redistributable causing issues with ESET antivirus during install (#70669)
- Write permissions needed for email attachment files (affects Gmail & SMTP devices) (#68928)
- SDD application components not loading for certain users (#71113)
Version: 10.9
Main Additions
- Microsoft Dynamics 365 Business Central integration – Online and On-Premises (#57510)
- Single click ‘Send to Spindle’ button within Dynamics 365 Business Central to streamline your document distribution process
- Custom reports pre-configured for distribution; including addition of PayThem buttons on Pro Forma Invoices, Invoices and Statements
- Pre-built Spindle Document Distribution automations, pre-designed forms and HTML templates for Dynamics 365 Business Central, facilitating a streamlined initial setup process
- Note: Information on the available extensions can be found here
- Improved user interface and experience for the Unattended mode (#51487)
- Introduced the ability to re-order Document Operations within Spindle Document Distribution Tools (#28491)
Bug Fixes
- Spindle Document Distribution Cloud does not always synchronise correctly (#63018)
- Exchange device timing out (#68786)
- PDF to Spindle is not compatible with Unattended Mode (#54161)
- Sage 200 2013+ Archive compatibility issues (#65902)
- Exchange timeout post 10.5 upgrade (#67143)
- Exchange Device – unclear retry policy & associated error / warning messages (#68787)
- Ariat Europe Ltd – sending email error “item is out of date” (#68871)
Version: 10.7
Main Additions
- Improved compatibility for Citrix, VDI and other remote session applications (#66345)
Minor Additions:
- Some configuration fixes for supporting multi-page “basic statements” in PayThem (#66598)
- Additional Pay Now buttons available – new colours and font (#66603)
Bug Fixes
- Billing and Delivery contact fields are mandatory for PayThem buttons to work (#66595)
- Some PDF formats fail to print from Microsoft applications (#66602)
- Printing fails for some applications in Windows 11 v22H2 (#66596)
Version: 10.5
Major Additions
- Support for Lotus/IBM/HCL Notes 10, 11 and 12 (#64613)
- Improved support for several email devices in load balanced server environments (#64616)
- Additional options for Spindle Processor window behaviour (#64632)
Bug Fixes
- No retries for temporary network issues affecting PayThem (#64618)
- Email file attachment paths in Spindle Document Distribution Tools do not support wild cards (#64615)
- Timeout occurs when using SDC Archive device (#64617)
- Error code is not logged when Spindle Document Distribution Monitor fails to run applications (#64614)
Version: 10.3
Major Additions
- Draycir PayThem allows multiple invoices on a statement to be paid at the same time (#62162)
Version: 10.2
Major Additions
- Option to export full command list when generating a CSV file during ‘PDF File Archive’ (#60326)
- Ability to upload and store invoice documents with the associated Draycir PayThem payment requests. These documents can be viewed via the Draycir PayThem portal (#61104)
Bug Fixes:
- In some instances, ‘PDF to Spindle’ moves PDF files to the Unprocessed folder without processing them (#62104)
Version: 10.1
Bug Fixes:
- SMTP device failing SSL certificate revocation check (#60853)
- ##SDCATTACH attaches the document twice to same email (#60854)
Version: 10.0
Spindle Document Distribution
Major Additions:
- Windows 11 / Server 2022 compatibility update (#60200, #56955, #60292)
- SMTP Device – Support for anonymous access (#59057)
Bug Fixes:
- Periods in archive file names causing .pdf extension to be stripped (#39278)
- Apostrophes in Windows username causing error during processing (#39399)
- ‘PDF to Spindle’ configuration does not support Windows environment variables (#54163)
- User setup wizard is triggered each time a user logs in (#55796)
- ##ATTACH displays warnings if no email operation is used (#60235)
- SDC Attach processing incorrectly triggered by square bracket (#60237)
Version: 9.1
Major Additions:
- New SMTP email device – improved compatibility and enhanced security. (#50798)
- New Payment service – Draycir PayThem now included with your own Payment portal to view payment requests and payment status. Enable your customers to pay online instantly with Stripe and TranSafe payment providers. (#48868)
Version: 8.21
Major Additions:
- Support for SYSPRO 8 2020 R2 and above – Server-Side Printing (#53288)
Note:
- During the installation or upgrade, please ensure the Primary Application is set to ‘SYSPRO’
- Please ensure the appropriate SYSPRO 8 Hotfix has been applied:
- SYSPRO.8.2020.R2.KB8060741
- SYSPRO.8.2021.R1.KB8070260
Bug Fixes:
- SharePoint device does not support TLS v1.2 (#54144)
- In some instances, PDF files saved from browsers or Adobe Reader are not detected by ‘PDF to Spindle’ (#54147)
Version: 8.19
Major Additions:
- Support for Gmail via Google Account sign-in (#50797)
Version: 8.16
Major Additions:
- Improved stability of printing in Unattended Mode (#51019)
Bug Fixes:
- Microsoft Account authentication error during processing when session expires (#51021)
- Pre-requisites (Visual C++ 2013 & 2015) not detected by installer (#51022 & #51023)
Version: 8.15
Major Additions:
- Multi-factor authentication support via Microsoft Account, for Office 365 email users (#49388)
Version: 8.8
Major Additions:
- Support for browsers to download directly into the “PDF to Spindle” monitored folder (#37578)
Version: 8.7
Bug Fixes:
- Unable to print documents from Crystal Reports (#35394)
- If the ‘PDF to Spindle’ service is set to automatic startup, documents are not processed after the machine has been restarted (#36208)
Version: 8.6
Major Additions:
- ‘PDF to Spindle’ now auto detects the page size and orientation per document (#35041)
Minor Additions:
- Introduced an “unprocessed” folder within the ‘PDF to Spindle’ monitoring directory to handle documents that fail processing (#35002)
- Notification area now provides notifications and status for ‘PDF to Spindle’ (#33612)
Bug fixes:
- After upgrading, the ‘PDF to Spindle’ user interface cannot be opened (#33213)
Version: 8.4
Major Additions:
- Enhanced support for the processing of PDF files through Spindle Document Distribution via the ‘PDF to Spindle’ feature (#31471)
With PDF to Spindle, you can drop or have your application save PDF files (or zip file containing PDFs) into a monitoring directory. PDF to Spindle then processes the files retaining the integrity of all commands, allowing Spindle Document Distribution to process and distribute your PDF documents with ease.
Version: 8.3.1
Bug Fixes:
- Criteria issue on database update causing previously disabled criteria statements to become active (#32443)
- Criteria does not support blank values (#32295)
Version: 8.1
Major Additions:
- Ability to print with redirected printers when using Windows Default Printer (#30896)
- Addition of new criteria design to support more than 3 conditions in criteria (#24837)
- Addition of new ##OVERFORM and ##FORM commands to dynamically specify the position of backdrop forms above or below (#30966)
- Added new command SPUSERWEBSITE for inserting the user’s website into configuration settings within SDD Tools (#30967)
Bug Fixes:
- User setup wizard closes unexpectedly when configuring MS Exchange email device (#26472)
Version: 7.04.20
Bug Fixes
- Better support for embedded fonts (#25234)
What our clients say
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