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Spindle Document Distribution Spindle Document Distribution Table of Contents Welcome 1 Copyright notice 2 Licence agreement 3 Requirements 6 Overview 8 What is Spindle Document Distribution 8 Where can Spindle Document Distribution be used 8 How does Spindle Document Distribution work 9 Rules and document automation 10 Examples of what Spindle Document Distribution can do 11 Getting Started 13 Database Update Wizard 13 Linking SDC Archives to Document Automations 15 Adding custom Sage 200 layouts with archive commands 16 Adding DatasetID on Sage 200 layouts for archiving 18 Installing the software 19 User Setup Wizard 22 Automating documents 30 Using commands 31 Editing your reports 32 Sage Line 50 report designer (v11 - v12) 34 Sage 50 report designer (2007 onwards) 35 Sage Line 100 report designer 36 Sage 200 / Sage MMS report designer 38 Microsoft Dynamics NAV 40 Sage Office Line 46 Sage X3 47 Editing Microsoft Word documents 48 ii Spindle Document Distribution Creating a Form 49 How to create a Form 50 Using Microsoft Word as your Form design tool 50 Turning your design into a Spindle Document Distribution form 52 Updating or changing a Form Design 53 Creating a Rule 53 Creating a Document Type 53 Creating a Document Operation 54 Configuring Document Settings 55 Distributing your document or report 56 Configuring Spindle Document Distribution 58 Entering a Licence Key 58 Document Automation 59 Document Types 63 Creating document types 64 Enable page sorting 64 Deleting document types 64 Renaming document types 65 Copying document types 65 Document Operations 65 Creating document operations 66 Deleting document operations 66 Renaming document operations 66 Copying document operations 67 Settings Tab 67 Default Forms Tab 68 Distribution Tab 70 External Data Tab 71 Barcodes Tab 72 Adding a fixed barcode 74 Adding a listing barcode 75 PayThem Tab 76 Criteria 77 Document Settings 78 Printer Settings 78 Forms 80 Fax Settings 82 Forms Tab 83 Advanced Tab 84 iii Spindle Document Distribution Email Settings 85 Details Tab 87 Forms Tab 88 File Attachments Tab 89 Advanced Tab 90 Digital Signature Tab 93 Archive Settings 93 CRM Settings 94 Entities Tab 95 Archive Manager 97 Creating archives 98 Deleting Archives 99 Renaming archives 99 PDF Archive 100 Settings Tab 100 PDF Settings Tab 100 Digital Signature Tab 103 Advanced Tab 104 Microsoft SharePoint Archive 105 Logon Tab 106 Settings Tab 107 PDF Settings Tab 108 Digital Signature Tab 111 Columns Tab 112 Advanced Tab 114 INVU Link Manager Archive 115 Settings Tab 115 PDF Settings Tab 116 Advanced Tab 119 Digital Signature Tab 119 Spindle Document Capture Archive 120 Settings Tab 120 PDF Settings Tab 121 Digital Signature Tab 124 Configuration Tab 125 Advanced Tab 127 Sage 200 2013+ Archive 128 Settings Tab 129 PDF Settings Tab 129 Digital Signature Tab 132 Advanced Tab 133 iv Spindle Document Distribution External Data 134 Data Sources 134 Creating data sources 135 Deleting data sources 136 Renaming data sources 136 Editing data sources 137 Data Links 137 Creating data links 138 Deleting data links 138 Renaming data links 138 Creating data groups 139 Deleting data groups 139 Renaming data groups 139 Barcode Designer 139 Creating barcodes 140 Deleting barcodes 141 Renaming barcodes 141 Type Tab 142 Text Tab 143 Layout Tab 143 Advanced Tab 144 Integration Manager 145 Creating new PayThem services 146 Deleting PayThem services 146 Renaming PayThem services 147 Settings Tab - Sage Pay 147 Settings Tab - Worldpay 147 Configuration Tab - Sage Pay 148 Configuration Tab - Worldpay 148 Button Tab 149 Advanced Tab 150 Printer Profiles 151 Creating new printer profiles 152 Deleting printer profiles 152 Renaming printer profiles 153 Mapping a Printer Profile to a user 153 Forms Manager 154 Creating new forms 155 Creating Terms & Conditions forms 156 Deleting existing forms 156 v Spindle Document Distribution Renaming forms 156 Importing and exporting forms 157 Device Manager 157 Print Devices 159 Standard Printer 159 Email Devices 159 Outlook 2000-2016 159 Microsoft Exchange/Office 365 161 IBM Lotus Notes 165 SMTP 166 MAPI 169 Tobit David 170 Legacy Outlook 2000-2016 171 Fax Devices 172 Microsoft Fax 172 GFi FAXmaker 173 Tobit FaxWare/David 174 RedRock FaxNow! 175 Microsoft SBS 2000 176 Microsoft SBS 2003 176 WinFax Pro 10 177 Zetafax 178 Archive Devices 178 PDF File Archive 178 PDF File Archive CSV file format 180 Microsoft SharePoint 181 INVU Link Manager 183 INVU Link Manager CSV File Format 184 Spindle Document Capture 186 Sage 200 2013+ 186 CRM Devices 187 Sage Act! 6 188 Sage Act! Professional 188 Sage 200 CRM 189 Microsoft Dynamics CRM 3.0 190 Microsoft Dynamics CRM 4.0 191 Sage ACT! Pro 2013 192 User Settings 193 Options 193 Print Settings 194 Fax Settings 195 vi Spindle Document Distribution Email Settings 195 JPEG Settings Tab 198 Archive Settings 198 CRM Settings 199 Digital Signature Settings 199 Digital ID 203 Digital Signature 204 Unattended Mode 205 Spindle Document Capture Settings 207 User Manager 208 Creating new users 208 Deleting users 208 PDF to Spindle 209 How Do I? 213 Send one document to multiple printers 213 Email the sales rep when distributing an invoice 213 Attach a document to an account in my CRM system 214 Email my customer and print an internal copy of a document at the same time 214 Print my terms and conditions on the back of a page 215 Add a Spindle Document Capture barcode on my document 215 Use the Direct Print functionality 217 Attach documents archived in Spindle Document Capture to my email distributions 222 Add a Pay Now button onto outbound documents 224 Add a Sage Pay - Pay Now button onto Sage 200 layouts 224 Add a payment link onto outbound emails 228 Use multiple form layers 228 Command Reference 230 ACCOUNTREF 230 AMOUNT 231 ATTACH 231 ATTACHDIR 232 BC 232 CFG 232 vii Spindle Document Distribution COMPANY 233 COMPUTER 233 CRMCOMPANY 233 CRMFNAME 234 CRMSNAME 234 CURRENCY 234 DATE 234 DATEMONDAY 235 DATETUESDAY 235 DATEWEDNESDAY 236 DATETHURSDAY 236 DATEFRIDAY 236 DATESATURDAY 237 DATESUNDAY 237 DAYL 237 DAYN 238 DAYS 238 DBVAR01 239 DOCUMENTNO 239 EMAIL 239 ENDDOC 240 ERPCOMPANY 240 FAX 240 FORM 241 OVERFORM 241 MONTHL 241 MONTHN 242 MONTHS 242 NAME 242 PAYTHEM 243 PAYTHEMURL 243 viii Spindle Document Distribution PDFPASSWORD 243 PREF 244 REFERENCENO 245 SDCATTACH 245 SDCBARCODE 246 SENTTYPE 247 SMTPPASSWORD 247 SPCOMPANY 247 SPUSEREMAIL 248 SPUSERFAX 248 SPUSERNAME 249 SPUSERTEL 249 SPUSERWEBSITE 250 TIME 251 USER 251 VAR 251 YEARL 252 YEARS 252 BILLFNAME 253 BILLLNAME 253 BILLADD1 253 BILLADD2 253 BILLADD3 254 BILLCITY 254 BILLSTATE 254 BILLCOUNTY 255 BILLZIP 255 BILLPOSTCODE 255 BILLCOUNTRY 255 BILLEMAIL 256 BILLTEL 256 ix Spindle Document Distribution BILLFAX 256 SHIPFNAME 257 SHIPLNAME 257 SHIPADD1 257 SHIPADD2 257 SHIPCITY 258 SHIPSTATE 258 SHIPZIP 258 SHIPCOUNTRY 259 SHIPEMAIL 259 SHIPTEL 259 SHIPFAX 259 TAXAMOUNT 260 Troubleshooting 261 User log files 261 Error code 126 261 Error backing up spldata.lgo 262 Utilities 263 SharePoint Archive Integration Wizard 263 Sage CRM Enable Utility 268 Index a x 1 Spindle Document Distribution 1 Welcome 1 Spindle Document Distribution is a totally flexible software solution that enables you to instantly email, fax, print and archive all of your documents. This includes statements, invoices, remittances, delivery notes, purchase orders, quotes and many more. Spindle Document Distribution merges information from your applications with form designs, such as your company logo and branding. This means you can create professional looking documents that can be faxed or emailed, thus reducing your printing, postage and administration costs. Key benefits • Dramatically reduce your costs by delivering documents via fax and email • Save money and wastage by using plain paper instead of pre-printed stationery • Place your company logo, branding, image and design on all outgoing documents • Intelligent delivery means Spindle Document Distribution knows what to fax, what to email and what to print • Digitally sign your documents so your customers are assured they are from you and have not been altered in transit • Electronically store your documents so you can retrieve them whenever you need them • Tried, tested and proven by thousands of users in the UK alone Last update: 09 October 2020 1 2 Spindle Document Distribution 2 Copyright notice Spindle Document Distribution. Copyright (c) 2002 - 2020 Draycir Limited. All rights reserved. Draycir Limited, 1 - 3 De Montfort Mews, Leicester, LE1 7FW, United Kingdom. All rights reserved. 2 Spindle Document Distribution includes: • JPEG imaging which is based in part on the work of the Independent JPEG Group; • Polar ZIP Component from Polar. Copyright © 1998-2003. All rights reserved; • TinyMCE - Copyright © 2003-2008, Moxiecode Systems AB, All rights reserved. For more information about this software visit the TinyMCE website. • Leanworks filewatcher - Copyright © 1992-2020 The FreeBSD Project. For more information visit the Free BSD website. Portions of this product were created using PDF-XChange from Tracker Software Products Ltd © 2011, ALL RIGHTS RESERVED. Portions of this product were created using PDF technology powered by PDFTron PDF SDK copyright © PDFTron™ Systems Inc., 2001-2020, and distributed by Draycir Limited under license. All rights reserved. Draycir®, the Draycir logo, Spindle Document Distribution and the Spindle Document Distribution logo are either registered trademarks or trademarks of Draycir Limited. All other trademarks are acknowledged. 2 3 Spindle Document Distribution
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