B2BE’s Document Routing workflow is a highly flexible and user-friendly solution that allows organizations to control how business documents—such as invoices—are distributed to recipients. Whether using EDI, email, print management, or even facsimile, the solution enables seamless switching between distribution methods per recipient. It also supports advanced email options like Cc, Bcc, and format customization (PDF, Excel, XML), making it ideal for businesses seeking to streamline document delivery and reduce operational costs.

Features

• Multi-Channel Distribution: Supports EDI, email, print management, and fax for document delivery.
• Recipient-Specific Routing: Easily configure how each recipient receives documents with just a few clicks.
• Format Flexibility: Send documents in various formats including PDF, Excel, and XML based on recipient preferences.
• Advanced Email Options: Add Cc and Bcc recipients and customize email content and attachments.
• Cost Optimization: Switch from print to email to reduce distribution costs without disrupting workflows.
• Integration Ready: Works seamlessly with B2BE’s broader document management and workflow solutions.

Benefits

• Operational Efficiency: Simplifies document distribution management across multiple channels and formats.
• Cost Reduction: Reduces reliance on print and fax by enabling digital delivery methods.
• Enhanced Flexibility: Adapts to recipient-specific needs and preferences for document format and delivery.
• Improved Accuracy: Reduces errors in document delivery through centralized control and automation.
• Scalability: Supports growing document volumes and complex distribution requirements across industries.