Document Manager

Document Manager automates communications with customers. Allows customer to select whether to receive emailed sales documents or mailed documents. Easily batch process either the emailed documents or the printed documents.

Description
Requirements
Documentation
Changelog
Installation

Save time, improve customer service, and accelerate cash receipts by automating the emailing of sales orders and invoices to customers.

Document Manager users can set up multiple recipients for each customer and select which sales documents each recipient is to receive. They can format separate email messages for the invoice and the sales order. Then at the end of the day or periodically throughout the day they can batch email the sales documents. History of sent documents is maintained so documents can be easily resent. Paper documents can be printed for customers not receiving emailed documents.

Features

Setup multiple recipients per customer and choose which documents each recipient is to receive.
Batch email or batch print all documents in queue to be sent.
View the log of sent documents and easily resend if desired.

Document Manager Fact Sheet

*Please note that installation and training time is not included in the purchase price of this product. This product requires an annual customer service plan for upgrades and support.

Document Manager 2015 is a browser based application with the following requirements.

.Net Framework 4.5
IIS 7 or later
ASP.NET 4.0 or later installed and enabled
SQL Server 2008 R2 or later
SQL Server Report Server
Message Queue
SMTP Server
Active Directory user accounts.
SQL Server user account with read and write permissions in SQL
A user account for the Document Manager Service
It is preferable that this account has administrative privileges
The user account must have read and write permissions to its folder and to the folder where the attachments will be stored
MAX Workbench

Starting with Document Manager 2015 a BP Customer Care plan will be available to provide application updates and technical support.

Watch for more details about Document Manager 2015.

Document Manager User Guide

Document Manager Fact Sheet

Document Manager - MAX 5.5

Updated 3/25/2025 - v25.3.24.1
- Additional attachment functionality
Updated 3/06/2025 v25.3.6.1
- Updated the Document Manager installer to include the binaries required for the OAuth 2.0 functionality.
Updated 6/07/2022 - v22.6.7
- Corrected functionality with converting sql conditions when processing multiple records during automation
Updated 5/25/2020 - v20.5.25
- Added an option to specify the number of copies to print
Updated 5/05/2020 - v20.5.5
- Added ability to execute a stored procedure and to export the stored procedure to an output file
Updated 9/16/2018 - v18.9.16
- Modified the Document Queue to be persistent and not to clear out pending records after a server restart
- Modified email functionality to not fail in case there are no recipients that qualify for one of the email notification rules
Updated 9/03/2018 - v18.9.3
- Increased the command timeout of retrieving the data on the main web UI page
Updated 12/02/2017 - v17.12.2
- mproved functionality for loading, organizing and sorting pending documents when manually sending records for processing.
Updated 8/29/2017 - v17.8.29
- Improved functionality for loading email recipients for individual documents.
Updated 8/09/2017 - v17.8.9
- Added functionality to order records on the main page based on a specific field in ascending or descending order
Updated 7/09/2017 - v17.7.9
- Added functionality to allow to reprocess already processed documents
- Added support for key fields that contain single quotes
- Updated functionality to use square brackets around key fields when using SQL statements to create email selection rules
- Corrected issue with auto enabling of email selection rules
- Corrected issue with not properly updating the UI for End Time field on the Automation tab
Updated 4/30/2017 - v17.4.30
1. Added functionality to copy existing configuration from one database to another
2. Added an option to associate files with available data items on the Manual Processing page. Associated files could be emailed, saved to a disk location or simply kept for future reference
3. Added a help page where Document Manager configuration files could be kept for future reference
4. Added an option to assign sql queries as conditions on the Data Content configuration section to allow greater flexibility for detecting needed records
5. Added an option to specify sql queries on the Email Text configuration section. Returned results from the specified sql queries could be assigned to the email subject or email body.
6. Added an option to specify a user defined name for the folder where documents will be stored on the disk
7. Added additional delivery option which allows documents to be saved on a disk location without having to email or print
8. Option to allow user defined hyperlinks as part of the email message.
9. Added support for CURRENT DATE and CURRENT DATE TIME parameters on the Auto Update Fields section
10. Added option to specify the default connection. The default connection will be automatically selected on the Web UI Login Form
11. Added option to specify which email selection rules should be assigned as CC and BCC on the email message.
12. Added support for user defined width and height of the assigned SSRS reports
Updated 1/15/2017 - v17.1.15
- Improved installer functionality and updated environment references
Updated 1/02/2017 - v17.1.2
- Added functionality to recognize documents that have been already saved to a disk location and not to save such document to avoid producing duplicate documents.
- Added functionality to process documents in an order which is based on the Order By data fields specified by the configuration of the document.
Updated 6/16/2016 - v16.6.16.9
- Corrected dependency issue with Report Viewer dll files
- Improved functionality when printing a document with no recipients assigned
Updated 6/14/2016 - v16.3.16
- On the report parameters window, corrected the functionality to not auto clear out the report name after a report parameter has been added, edited or deleted
- Corrected problem with changing the page on the Attachments grid view
- Added functionality to clear out the Data Fields on the assignment window
- Added functionality to sort the list of templates after adding or deleting a template
- Added functionality to delete all notification rules associated with a template that is being deleted
- Corrected functionality to refresh the summary of a document after deleting or adding a template
- From Document Manager web application removed the functionality that checks/creates the database tables and moved it to the windows service UI where connections are created
- On the task scheduler removed the dropdown with the hardcoded intervals and replaced it with a text field which will allow the user to specify a custom number which will be in minutes
- On the main page, added functionality to load top 2500 records and to allow the user to specify the count of records that should be displayed to the screen
- In the Data Content section for the fields, corrected the code to keep the latest order of fields in the query and not change it to the default column order after changes are saved
- Updated the functionality for the Data Field rules to allow the user to specify the recipient ID as a part of the query
- On the notifications screen for the DB Rules added functionality to format the specified value based on the data type of the column.
- Added functionality that will split the email messages not only by attachment size but by attachment count. Updated the UI on the Document Manager service so users can set the attachment count limit.
- Improved the functionality for the database field rules with recipients.
- Added functionality to save the attached pdf file to a disk location
- Improved functionality to print documents without having any recipients assigned.
- Added functionality to enable/disable the Email Usage Rules so the user does not have to delete them in case they are not being used
- Added code to remove cashed data from the login screen after the user is successfully authenticated.
- Added a visual ‘please wait’ message on the refresh button on the main page.
- Corrected the code for selecting and emailing to reply recipients
- Added code to stop the service (if running) before launching the settings dialog, added code to start the service after the settings dialog is closed.
- Added functionality to report heartbeat which means on a given interval of time, will report the service is till operation.
- Added functionality to create a sql index on db table CUSTOM_BPT_DC_PROCESSED to speed up the process of loading records on the main page
- Added functionality to send out an email when the service is stopped.
- Corrected problem with the code that was determining if the task should execute or not.
- Improved queries for determining the data that should display on the manual processing screen. The new query will load the results a lot faster.
- Corrected functionality for page switching between results on the main page
- Corrected problem with indexing of report parameters on the recipient template
Updated 10/20/2015 v15.10.20
- Removed the requirement for having the MAX Workbench service installed
Updated 9/23/2015 v15.9.23
- Corrected problem with query that determines database table primary keys
- Added functionality to the Document Manager Service that will allow the service to attempt to recover after a critical error crash
- Modified the functionality for adding tasks in the MSMQ in a way that will record the task as a recoverable task after a system restart
- Enhanced the functionality for generating an xml file by adding queries that will serve as part of the xml content
Updated 8/15/2014
- DB install bug fix.
Updated 2/20/2014
- Added Gmail and Microsoft OpenOffice365 as SMTP Server Options for sending email.
Updated 10/4/2013
- Build 2013.0.10.3
Updated 5/1/2012 - Email bug for resending from history was fixed.
Posted version 2012.0.0.1 for Doc Manager - MAX 5.5 and MAX 5.0.8
Updated - 4/20/2012