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Spindle Document Management

Control your documents and reduce your workload, with Spindle Document Management.

Keeping track of the documents coming in and out of your business takes time and mistakes can easily be made. You have multiple stakeholders involved, and multiple methods of communication. Monitoring and maintaining this can be a logistical nightmare. Spindle Document Management can make this easier for you. It offers total control of documents coming in and out of Sage. Allowing you to streamline your processes and improve efficiencies. From distributing outbound documents and automating workflow processes. Spindle Document Management gives you a complete document management solution.

Stats

87%

Reduction in admin time

Reduce the time you spend producing nominal code reports by up to 87%

40%

Reduction in calls

Saw a 40% reduction in inbound calls to customer services.

20%

Hours saved, annually

Automatic document distribution can save 20% of annual man hours

All information at a glance

Spindle Document Management combines multiple solutions to provide you with a complete end to end document management tool. It saves you time, ensures you are compliant and reduces your manual admin.

Send your documents individually or in batches via email. At the same time you can archive them against the relevant transaction in Sage. Or send them to print for posting.

Save time, scan and import your documents straight into Sage 200. Reduce your workload and ensure all your important business documents are always to hand.

Easily view your documents in Sage 200. Link all documents to accounts and/or transactions.

Use the online portal and enable access beyond the finance department. And capture your documents on the go with your mobile.

Automate the invoice process into Sage 200 at line-item level. 

Key features

Intelligent Document Distribution

Automatically send documents, specify contact information and archive documents. You can also add additional recipients and select stationary type to create desired templates.

Batch email distribution

Send unlimited documents, and email any document to any stakeholder. Support multiple email platforms, customise your email addresses and store draft emails.

HTML email designer

Personalise your customer communication and produce HTML compatible emails. 

Batch print distribution

Print and collate documents to different printers as well as print multi-part copies. You can also automatically re-order printed pages.

Form designer

Add additional pages to documents and edit plain text backdrops. Change language files and attachments and extract data from ERP or accounting systems.

Batch archiving

Generate barcodes and insert them directly into your documents.

Invoice payments

Add Pay Now buttons to outgoing documents. Enable your customers to make secure payments online from their invoices via PayThem.

Document security

Password protect sensitive documents individually or in batches. Also apply digital signatures to any document.

Barcoding

Generate barcodes and inset onto for documents.

Quick document viewing

View your documents instantly within ERP, including Sales Ledger, Purchase Ledger, Nominal Ledger and Cash Book. 

Advanced document search

Enable your employees to search and retrieve documents outside of ERP. Including document number, transaction type, date, reference number and nominal code.

Spindle Document Distribution

Instantly archive all outgoing documents such as invoices, statements etc. Send invoices to clients and link documents to the relevant entry by barcode.

Capture any document type

Capture, archive and retrieve all file types, including photos, spreadsheets and emails.

Mobile capture

The Spindle Document Capture app enables you to capture documents on the go with your mobile phone (available for iOS or Android).

Purchase Invoice Recognition

Capture invoice data directly into Sage 200 Professional using advanced OCR technology, developed in partnership with IRIS (a Canon company).

Specification

Compatibility

  • Microsoft Office 365
  • Microsoft Outlook 2000 to 2016
  • Gmail and Yahoo! using SSL through SMTP
  • Tobit David 6.6 / David XL / David Zehn
  • MAPI compliant software
  • SMTP compliant mail server
  • Lotus Notes 6,7,8
  • IBM Notes V9
  • Sage CRM 7.3, 2017 R1, 2017 R2, 2017 R3
  • PDF
  • Microsoft SharePoint
  • Invu Professional Series
  • Tobit FaxWare V6/V7/Zehn
  • Microsoft Windows Fax & Scan
  • GFi FAXmaker V10 to V14
  • Equisys Zetafax
  • Sage 200 Professional 2024 R1
  • Sage 200 Professional 2023 R2
  • Sage 200 Professional 2023 R1
  • Sage 200 Professional 2022 R2
  • Sage 200 Partner Cloud
  • Sage 200 Professional 2022 R1
  • Sage 200 Professional 2021 R1
  • Sage 200cloud 2020 R1
  • Sage 200cloud 2020 R2
  • Sage 200cloud Summer 2019
  • Sage 200cloud Spring 2019
  • Sage 200cloud Summer 2018
  • Sage 200cloud Spring 2018
  • Sage 200cloud Winter 2017
  • Sage 200cloud Summer 2017
  • Sage 200 2016 Extra On-premise
  • Sage 200 2015 Extra On-premise
  • Sage 200 2013 R2 Extra On-premise

Server

  • 1 Ghz Intel-compatible processor
  • 4 GB of memory
  • 3 GB free disk space
  • Internet Explorer 9 or above
  • SQL Server 2008 or above (incl. SQL Express 2008 or above)
  • Microsoft Internet Information Services (IIS) v7 or greater (IIS v7.0 and v7.5 will require the following hotfix to be applied –KB980368.)
  • IIS and ASP.NET Modules – setup instructions 

Server OS:

  • Windows Server 2016
  • Windows Server 2019
  • Windows Server 2022

Client

  • 1 Ghz Intel-compatible processor
  • 2 GB of memory
  • 4 GB free disk space
  • Internet Explorer 9 or above

Client OS:

  • Windows Server 2016
  • Windows Server 2019
  • Windows Server 2022

Additional Information

Version: 10.11

Release date: 11/01/2024

Server Version: 10.11.0.03
Client Version: 10.11.0.06

Spindle Document Distribution

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

Release Date: 23/11/2023

Server Version: 10.10.0.30
Client Version: 10.10.0.36

Spindle Document Capture

Major Additions:

  • Integration into Sicon Projects (#51625)
  • Integration into Sicon Works Order Processing (#67572)
  • Integration into Sage 200 Bill of Materials (#67572)

Spindle Document Distribution

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

Release Date: 02/08/2023

Server Version: 10.9.0.03
Client Version: 10.9.0.02

Spindle Document Distribution

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

  • Sage 200 2013+ Archive compatibility issues (#65902)
  • Exchange timeout post 10.5 upgrade (#67143)
  • Exchange error – “Item is out of date” (#68871)

Version: 10.8.1

Release Date: 24/07/2023

Server Version: 10.8.1.09
Client Version: 10.8.1.09

Spindle Document Distribution/Spindle Document Capture/Spindle Purchase Invoice Recognition

Bug fixes:

  • Unable to activate licence when using Windows Server 2012 R2 (#68805)

Version: 10.8

Release Date: 03/07/2023

Server Version: 10.8.0.41
Client Version: 10.8.0.03

Spindle Purchase Invoice Recognition

Major Additions:

  • Introduced self-updating capabilities to Spindle Purchase Invoice Recognition, streamlining the update process to ensure you are always up-to-date with the latest features and improvements (#67005)
  • Enhancements to Purchase Order matching logic – line items to be matched on unique Quantity & Net Amount (#64854)
  • Improved Line Item extraction to handle scenario where discounts need to be deducted from the Unit Price shown on invoice (#68446)

Minor Additions:

  • [Eque2 Construct] Additional validation between the Line Item VAT Rate & Footer VAT Rate (#66843)

Bug fixes:

  • Purchase Invoice incorrectly split in Web Verify when a barcode is present in the document (#67232)
  • Trained Fields not automatically recognised when the Supplier Account is recognised using the Purchase Order Number (#56919)
  • Purchase Invoices cannot be posted due to Sage API presenting an exchange rate warning (#67002)
  • Unable to post multiple Purchase Invoices against a Purchase Order when using 2-way matching (#67250)
  • Duplicate Supplier Accounts identified in Web Verify if more than one email address exists against the Supplier Account (#53768)
  • In some scenarios, manually selecting a quantity value containing decimal places from the document populates the Quantity field incorrectly in Web Verify, as the decimal point is not correctly recognised (#67710)

Version: 10.7

Release Date: 08/03/2023

Server Version: 10.7.0.33
Client Version: 10.7.0.15

Spindle Document Distribution

Major 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)

Spindle Document Capture

Major Additions:

  • Compatibility with Sage 200 Professional 2023 R1 (#66298)
  • Introduced an option to export Server & Client log files from Administration Tools (#66126)

Bug fixes:

  • Error when integrating Spindle Document Capture with Sicon version 22 (#63504)
  • Timeout error in the Document Search (#65076)

Spindle Purchase Invoice Recognition

Major Additions:

  • [Sage 200] Support for customers that are partially VAT exempt (#61490)
  • [Sage 200] New tooling options to configure the loading of Nominal Analysis data when using Project Analysis (#66411)

Bug fixes:

  • Supplier Accounts synchronised that have status ‘Hidden’ (#65116)
  • If the feature to configure User Permissions by Company/Dataset has been enabled, then Users are unable to select Supplier Account in Web Verify when it has not been recognised automatically (#65043)
  • [Spindle Approvals] Request shows line item data for Purchase Invoices with no PO (#65042)

Version: 10.6

Release Date: 16/01/2023

Spindle Purchase Invoice Recognition

Major Additions:

  • [Eque2 Construct] Support for Bulk Material Orders to automatically match multiple lines on a Purchase Invoice to a single line on a Purchase Order (#58968)
  • [Sage 200] Simplified the entry of Project Analysis data in Web Verify (#63049)
  • [Sage 200] Configuration option to load Nominal Analysis data from the Purchase Order when using Project Analysis (#62987)
  • [Sage 200] Introduced Project Analysis ‘Project Manager’ in Spindle Approvals (#63050)

Minor Additions:

  • [Sage 200] Support for ‘CIS Reverse Charge Purchases’ VAT Rates (#64999)
  • Additional validation on Line Item Quantity in Web Verify – If multiple Purchase Invoice lines match to a single Purchase Order line (same ‘Pos’), the Quantity will be flagged if the total exceeds the Expected Quantity (#58876)

Bug fixes:

  • [Sage 200] Supplier Early Settlement Discount not applied for Purchase Invoices with Purchase Orders (#63858)
  • [Sage 200] Purchase Order Returns incorrectly included in the list of Purchase Orders in Web Verify (#64832)
  • [Sage 200] In Web Verify the Goods Value field in the Project Analysis tab does not consider Discount amounts from the Line Items tab (#63581)
  • [Sage 200] Project Analysis related Nominal Analysis data does not load in Web Verify, if the Supplier Account is not automatically recognised (#63072)
  • [Sage 200] In Web Verify when the Project Analysis Goods Value field is amended the associated Nominal Analysis line is not automatically updated (#61121)

Version: 10.5

Release Date: 25/11/2022

Spindle Document Distribution

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)

Spindle Document Capture / Spindle Purchase Invoice Recognition

Major Additions:

  • Ability to configure User Permissions by Company/Dataset (#55432)

Version: 10.3

Release Date: 21/10/2022

Spindle Document Distribution

Major Additions:

  • Draycir PayThem allows multiple invoices on a statement to be paid at the same time (#62162)

Spindle Purchase Invoice Recognition

Note: Existing customers will need to be migrated (by Draycir) to a new Spindle Purchase Invoice Recognition cloud platform prior to upgrading to version 10.3. To avoid any downtime for the customer, please contact Draycir Support to schedule this migration prior to performing the Spindle Document Management upgrade.

Major Additions:

  • Ability to export a Purchase Invoice recognition report from the Recognition tab of the Document Portal (#51355)
  • Introduced Purchase Invoice and Purchase Order Line Item data in Spindle Approvals (#56065)
    • View Line Item data on approval requests
    • Set approval rules to compare Purchase Invoice vs Purchase Order Line Item data

Version: 10.2.1

Release Date: 08/08/2022

Spindle Document Distribution

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)

Spindle Purchase Invoice Recognition

Major Additions:

  • Add and view Notes against documents in the Recognition tab of the Document Portal (#40658)
  • Ability to re-verify documents that have been rejected in Spindle Approvals (#59203)

Minor Addition:

  • Ability to re-post multiple documents that have a status of ‘Failed to Post’ or ‘Discrepancy’ with one click (#58847)

Bug fixes:

  • [Sage 200] Purchase Invoices going into Batched Transactions (#61833)
  • [Eque2 Construct] Post Agent Log showing errors when Sage 200 cannot be found (#61464)

Why Draycir?

A customer-focused approach

We put our customers at the centre of every decision we make.

Market leading development

We use all the latest development technologies and testing techniques to ensure we are leading the way in development for delivering cutting edge solutions for our partners and customers.

People love working with us

We pride ourselves on our friendly approach, why not give us a call and see for yourself?

Enhance this with….

Credit Hound

Improve your cash flow, reduce debts, prevent late payments and make your profit a priority with advanced credit control.

Spindle Self Serve

Manage your own account and documents with our online customer portal, Spindle Self Serve.

Document Distribution

Distribute and archive your documents automatically with Spindle Document Distribution.

See how our products can help you

Let us show you why 14,000+ users worldwide rely on Draycir to streamline their ERPs or send us a message to find out more

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