Give your customers and/or suppliers instant access to their personal documents.

With Advanced-Forms®’s Rest Interface in combination with the Advanced-Forms® Archive, you easily unlock your documents from the archive to a customer portal or another “my environment”. Customers or suppliers have the option to view or retrieve their specific documents by simply clicking on the document. This way, your customers and/or suppliers work in one central environment and it is clear for them. This will save you a lot of time and prevent errors arising from a manual action.

Benefits

If you are already using the Advanced-Forms® Archive, you can simply use the existing setup. This means that you only need to connect to the customer portal or a “my environment” using Advanced-Forms®’s Rest Interface. By using this solution, you can easily let your customers and/or suppliers display their documents in their own environment. By looking at the Advanced-Forms® Archive, you can be sure of an up-to-date overview of the documents. Based on a specific value – for example a document number – you can automatically search the archive after which the document is returned in the desired format and thus displayed in the customer portal or a “my environment”.

Integration

Customers who have the Advanced-Forms® Full Version have the option of using the Rest Interface. Advanced-Forms® Full works with most well-known ERP systems such as; Microsoft Dynamics 365, SAP, JD Edwards, LN Infor, as well as any other system that can generate data.

Friday213/03/23 – Nicholas Verzuu

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