Capisol Cloud Services

Pure cloud document management solution

Cloud document management

Secure archive of your documents onto the cloud without you having to worry about servers or backups. Documents are archived for at least 5 years on the system.

Cloud document management

Automatic generation of documents from Sage

  • Securely archive all documents into the cloud
  • Sage documents are automatically generated using your crystal templates

Mobile friendly portal

  • Access all documents and information direct on the web
  • Easy search and retrieval allows users to quickly find, view and email documents directly in the portal
  • Portal can be accessed on any device from anywhere

Powerful exception reporting

  • Report on documents not emailed out
  • Identify vendor accounts with no email address or errors in emails
  • Reconcile document archive to Sage
  • Easily identify if there are any documents missing from the archive

Unlimited users with role based access

  • User activity logged at a user and document level
  • User access controlled with role based profiles and linked to document types

No IT hardware required

  • All emailing done through Capisol cloud servers
  • No specialised scanners required
  • No servers or dedicated hardware required

Proof of delivery management

Manage all your PODs or supporting documentation in the cloud. Scan from any location and access all documents in a single portal to ensure you have all documents required for your customer.

Proof of delivery management

Efficient cloud scanning engine

  • Auto processing of validated documents
  • Auto splitting of batches into individual documents
  • Batch scan of documents enabled
  • Cloud processing of scans
  • No software to be deployed on site
  • Exceptions highlighted in a queue in the portal for easy user validation

Powerful exception reporting

  • Live missing POD report
  • Handle export documentation packs
  • Extract all reports to Excel
  • Automated reporting emailed out each day

Supporting documents automatically linked to financial documents

  • Signed POD linked to invoice
  • Any file format supported

Link into external transporter system to extract waybills

  • Exception reporting to manage transporter and ensure all PODs available
  • Waybills linked to corresponding invoice
  • Archive all transporter waybills on Capisol

Secure Automated linked delivery

Documents automatically emailed or sms’ed to your vendor with tight security through the Capisol cloud services.

All documents emailed have secure links embedded on the PDF’s to allow the recipient to simply click to drill down to any supporting documents archived on Capisol.

Automatic fast delivery of documents

  • SMS or email to recipients automatically
  • No user interaction required to generate documents and auto email
  • Documents automatically distributed based on settings held within Sage
  • Emails or SMS's sent through Capisol infrastructure enable fast bulk distribution
Secure Automated linked delivery

Secure embedded hyperlinks to supporting documents

  • User not required to log in to a portal to access documents
  • Recipient can access all supporting documents by clicking on the link in the PDF
  • Automatically link all supporting documents to a document

Tax complaint PDF distributed

  • Send documents directly into customer portals
  • Customisable email html and subject line
  • No need for recipient to have to download documents

Tracking and monitoring of emails

  • Know if recipient deletes email with out reading
  • Notified if email bounces
  • Keep record against document if recipient reads email

Record and routing of all email responses by recipients

  • View all responses in the portal
  • All responses recorded against document
  • Response can be routed to correct employee to handle query
  • All emails distributed can be responded to

ePOD

Schedule your deliveries to customers on the digital planning board and allow your drivers to down load all delivery documents onto a mobile device. Allow your customer to sign directly on the device to confirm delivery. No printing, scanning or lost paper work.

Cloud scheduling of deliveries to drivers

  • Enable push notifications to drivers on the road
  • Print out a detailed trip sheet for driver and security signoff to assist with end of day debriefing
  • Allocate deliveries to drivers electronically and assign priorities

Mobile app works offline

  • Once driver is in wifi or has signal, all completed deliveries sync to the cloud automatically
  • Deliveries can take place and signing on the device
  • Drivers can sync their deliveries for the day using the wifi before leaving

No lost paperwork

  • Completed deliveries are synced to the cloud and automatically linked to the corresponding invoice
  • No risk of documents being lost or going missing during delivery
  • No printing or scanning of delivery notes
ePOD

Digital signing

Digitally sign documents on any device, anywhere without having to print and scan. Signing flows are managed through dashboards to ensure the process is completed and documents do not lie on a managers desk waiting sign off.

Sign on any device

  • Click or tap to sign
  • Access documents to be signed on any device from anywhere
  • No app to be downloaded
Digital signing

Monitor signing flow progress on interactive dashboards

  • Send signers a reminder to action a document
  • Quickly see where a document is in a flow

Create adhoc signing flows

  • Drag and drop order of signers to action document
  • Add users to a flow from an address book

Automatic archiving of signed documents in the cloud

  • Completed documents automatically into Capisol cloud document archive

Web and mobile forms

Configure forms for data retrieval from your customer or supplier. Allow them to directly upload documents into Capisol to support their application and account creation

Securely gather information from a vendor directly in the Capisol portal

  • No risk of sensitive data being distributed via email and breached
  • Direct upload of documents into Capisol
  • Vendor sent a link to open on line form within Capisol portal

Workflow & Document generation

Configure workflows to link forms with data warehouse and auto create contracts to be sent for digital signing. Onboard a customer or supplier without having to handle a single piece of paper.

Automatic creation of contract for signing

  • Approval / rejection flow
  • Contract created from data captured on the form
  • Create contracts from templates

Secure upload of documents direct into Capisol portal

  • No risk of sensitive data being distributed via email and breached
  • Vendor uploads all supporting documents securely to Capisol portal

Contract management

Manage signed contracts and documents in the archive to identify expired contracts or documents that require review or action.

Identify contracts that are about to or have expired

  • Trigger automatic emails to vendor to sign or submit updated documents
  • Exception reporting on expiry dates loaded against contracts

Exception reporting to identify vendors that don't have contracts on file

  • Exception report to identify missing contracts
  • Good audit compliance
  • No manual reconciliations required

Protection of personal information

Adopt best practice and protect your business and data by allowing Capisol to securely handle your documents and data in the cloud.

Secure delivery of all documents

  • All documents encrypted by default
  • Enable password protection on select documents or customers
  • Detail audit trail of distributed documents held in the portal

Encryption of databases

Similar Apps

AutoEntry

AutoEntry helps users become more productive, letting them focus on running their business rather than doing admin. It is an intelligent, cloud-based solution which eliminates bookkeeping data entry, so users never again have to type up invoices or receipts. AutoEntry captures and analyses scanned and photographed paper documents, including bank and credit card statements, bills, purchase and sales invoices, expenses, receipts and more, automating data entry into Sage.

(1)

AutoEntry

Smart, Accurate, Automated Accounting

(1)

Bridgement

Simple and fast credit facilities, business loans and invoice finance of up to R5,000,000 to improve cashflow and help grow your business. Apply online in minutes by connecting your Sage account, and receive funds in hours. Simply provide your financial data at a click of a button by connecting your Sage Business Cloud Accounting, and we'll do the rest, no lengthy forms and no paperwork required!

Bridgement

Fast, easy business funding online

Dext: Expense tracker and receipt scanner

Trusted by 700K+ businesses. Collect invoices, receipts, bank statements, Amazon data, and bills. Free Trial! Dext expense management software integrates with Sage for automated bookkeeping, real-time insights, and effortless data extraction from receipts, bills and bank statements.

Dext: Expense tracker and receipt scanner

Collect receipts, invoices, bank statements

GUMU™ Integration

GUMU™ Integration for Sage X3 delivers seamless, real-time, bi-directional integration that plays a pivotal role in bridging and unlocking the potential of front and back office data.

GUMU™ Integration

Real-time Integrated Sage ERP CRM Solutions

LYNQ

Formed around international standard IEC62264, LYNQ’s configurable, plug-and-play manufacturing execution system (MES) for Sage X3 can plan, track, automate, analyse and optimise the effectiveness of employees and machines to help manufacturers achieve their delivery, quality and financial goals.

LYNQ

Plug-and-play MES software

Sage Alerts and Workflow

Sage Alerts and Workflow is a unique combination of data mining (monitoring), alerts, reporting, and workflow technologies that automatically monitor and respond to critical information in ERP, CRM, HRM, and related applications.

Sage Alerts and Workflow

Alerts, Workflow, Reporting Software

Sage X3 Web Scheduling

To ensure that delivery dates are met while using manufacturing resources as efficiently and effectively as possible Create of feasible and optimized production plan. Reduce non-productive times. Identify and remove production bottlenecks. Identify missing materials. Fast reaction to disruptive events. Management of production constraints (materials, tools, etc.).

Sage X3 Web Scheduling

Optimize the production planning

ServCraft

Job Management Software in the Cloud. Whether you are a one-man band or have teams in multiple locations, ServCraft’s mobile and cloud software platform will help you grow your business and make more money from happier customers. Integrate with Sage Accounting for best results.

(5)

ServCraft

Job Management Software in the Cloud

(5)

Spindle Document Distribution

With just one click, Spindle Document Distribution sends documents to multiple locations by email, fax and print. It stores them for easy access, freeing up your time and saving your business money. PayThem

(1)

Spindle Document Distribution

Electronic Document Distribution and Archiving

(1)

X3CloudDocs

Automate the Accounts Payable invoice process with X3CloudDocs. Designed specifically for Sage X3 by expert Sage X3 developers.

(8)

X3CloudDocs

Intelligent Invoice Automation for Sage X3

(8)