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How to Set Up Customers/Vendors to Send Documents Electronically


Are you running into issues sending or receiving documents electronically? Want to automate the process to make your life easier?

In this webinar, Traci will show you how to get there. She'll share how you can send and receive documents electronically as an alternative to emailing file attachments.

Discover how you can assign each customer a preferred method for receiving documents from you, which means you won’t have to select an option every time you choose the ‘Post and Send’ action. It becomes fully automated!

If all this sounds like a dream come true to you, watch Innovia's Traci Bregitzer in this FREE webinar to see how you can get started today. 

Watch On-Demand

About the Presenter

Traci Bregitzer

Traci Bregitzer

Traci is an Application Consultant at Innovia Consulting on Team Rescue Squad, Innovia’s support team. She works with a wide variety of customers to help them solve anything that might come up. With her broad range of experience in many industries, she brings practical knowledge to her work and the classes she teaches that benefit Innovia's clients immensely.