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What are Smart Documents™?

Your time is valuable, so let PrintBoss free it up. In today’s fast-paced, professional environment no one has time to print multiple copies of accounting documents, archive some, email others, fax a few, or distribute in any other way the rest. PrintBoss Smart Documents™ can do all of that and more automatically and simultaneously. With no additional keystrokes in your accounting system, distribute your documents exactly how, where, and when you need them. Read about PrintBoss Smart Documents™ below and then get started with a 30-day free trial.

Need help getting started? Visit our support page for help or call us for a demo.

Smart Documents - Organize Icon

Organize

  • Print to different printers and trays
  • Suppress or display correct information on each copy
  • Print, email, and fax copies of a document simultaneously
  • Sort documents alphabetically, numerically, or by monetary value
  • Skip a copy if needed (e.g. Do not email if no email address)
more info
Smart Documents - Organize
Smart Documents - Archive Icon

Archives

  • Create an archival copy
  • Save archival copy locally or on a server
  • Dynamically name each archived document
more info
Smart Documents - Archive
Smart Documents - Print Icon

Print

  • Trigger a staple-enabled printer
  • Print to a duplex printer
  • Determine the number of copies for different types of documents
  • Sort documents alphabetically, numerically, or by monetary value
  • Print a watermark on documents
  • Print from different trays to accommodate different paper colors for each copy (e.g. three paper trays with white, yellow, and pink paper to automatically accommodate white, yellow, and pink copies of an invoice)
more info
Smart Documents - Print
Smart Documents - Fax Icon

Fax

  • Fax using the convenient Wellspring fax service instead of a modem
  • Fax additional documents when sending a fax (e.g. automatically add license or warranty information to a faxed invoice)
  • Include a customized cover page when faxing
more info
Smart Documents - Fax
Smart Documents - Email Icon

Email

  • Password protect individual paystubs being emailed
  • Email via Microsoft Outlook or your own SMTP port
  • Edit the email subject and body when sending an email
  • Dynamically name an email attachment
  • Include additional documents when sending an email (e.g. automatically add license or warranty information to an emailed invoice)
more info
Smart Documents - Email