You can think of SmartDocs as customizable Data Containers. Your very own "Data wrappers".Whether they include an actual file or not, SmartDocs are a great way to create, store and share valuable and organized information. You can send your vendor a Purchase Order SmartDoc with a PDF you already send on email or with only the basic data you need to convey the same message. When they receive it, it will include all the financial information and notes you need for them to verify and, even, Accept or Reject it if that's how you work with them. Both you and your partners will then be able to analyze them and download their data through customizable Reports.
Whether you need to send a PDF with your invoce or don't have an actual file you use to send your Quotes to your clients, bCommunities provides a way for you to send and receive any specialized document your company needs.
Create SmartDocs that fit your business needs.
Let us know what else you'd like to see appearing as options. We welcome your feedback.
Your project managers and administrators will now be able to include your own SmartDocs to any task.