First Steps for
Emailing Documents

First steps toward transmitting your business documents via email to automate and improve digital uptake

Looking to automate all your outbound business documents such as invoices to create a document management solution? Combine B2BE’s email distribution with a full document management solution or as a stand-alone solution. Automate all or automate a part.

First Steps

Which documents do you want to send to clients, and which make sense to? For example, customer invoices and statements?

How many documents do you send manually and how many resources manage this and can they be better utilised doing something else?

Can you manage recipient email addresses within your system? Are they maintained? Have you ever done a cleansing exercise?

Do your clients need document emailed to multiple locations or people at the same time?

Can you batch documents per email if clients wish to receive multiple documents per email?

Would having a multiple modal document distribution approach make your organisation more responsive to your clients?

Do you want to be able to transition from email to electronic distribution (EDI) easily?

Do you have end point visibility of all your transactions irrespective of the distribution methodology?

Do you often get requests to resend documents? Are you currently able to offer a self-service approach?

First Steps for Email

Find out what B2BE can do for your organisation

First Steps for
Emailing Documents

First steps toward transmitting your business documents via email to automate and improve digital uptake

Which documents do you want to send to clients, and which make sense to? For example, customer invoices and statements?

How many documents do you send manually and how many resources manage this and can they be better utilised doing something else?

Can you manage recipient email addresses within your system? Are they maintained? Have you ever done a cleansing exercise?

Do your clients need document emailed to multiple locations or people at the same time?

Can you batch documents per email if clients wish to receive multiple documents per email?

Would having a multiple modal document distribution approach make your organisation more responsive to your clients?

Do you want to be able to transition from email to electronic distribution (EDI) easily?

Do you have end point visibility of all your transactions irrespective of the distribution methodology?

Do you often get requests to resend documents? Are you currently able to offer a self-service approach?

First Steps for Email

Find out what B2BE can do for your organisation

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First Steps for Emailing Documents

First steps toward transmitting your business documents via email to automate and improve digital uptake

Which documents do you want to send to clients, and which make sense to? For example, customer invoices and statements?

How many documents do you send manually and how many resources manage this and can they be better utilised doing something else?

Can you manage recipient email addresses within your system? Are they maintained? Have you ever done a cleansing exercise?

Do your clients need document emailed to multiple locations or people at the same time?

Can you batch documents per email if clients wish to receive multiple documents per email?

Would having a multiple modal document distribution approach make your organisation more responsive to your clients?

Do you want to be able to transition from email to electronic distribution (EDI) easily?

Do you have end point visibility of all your transactions irrespective of the distribution methodology?

Do you often get requests to resend documents? Are you currently able to offer a self-service approach?

First Steps for Email

Find out what B2BE can do for your organisation

First Steps for
Emailing Documents