Document Exchange

Digitally Deliver and Manage Documents Across Your Supplier Base

The apexportal Document Exchange module makes it easy to securely deliver and track supplier-related documents. Generate a digital document in your ERP system and automatically import it to Document Exchange for every supplier to view, download and sign electronically. You get a complete audit trail – enabling you to track signatures and acceptances and ensure compliance.

Use our easily configured, intelligent workflow to route supplier documents for review and approval. Header information and other key data fields are automatically captured and indexed to eliminate manual data entry, speed up processing and enable searching.

The Document Exchange module is part of our comprehensive apexportal platform – the industry’s only 100 percent touchless solution for supplier information management. Manage suppliers across the complete P2P lifecycle by including additional apexportal modules. Choose from supplier discovery, registration, inquiry, statement audit, dynamic discounting, supply chain financing, e-invoicing and risk management. Simplified supplier management starts with apexportal.

POST DOCUMENTS

Securely exchange any document (e.g., 1099s, agreements, residual statements) with suppliers in a single location. Documents can be generated in your ERP system and automatically imported to Document Exchange for every supplier.

CAPTURE KEY DATA

Header and key data (e.g., dates, amounts, products) are captured and indexed in Document Exchange to eliminate manual data entry, speed up processing and enable searching.

VERIFY AUTHENTICITY

Real-time image recognition ensures that the right form has been uploaded and that the data has been provided in the correct format.

ROUTE DOCUMENTS

Use the configurable, intelligent workflow or connect to your system to route documents for review and approval.

SIGN DOCUMENTS

Digitally sign documents, create audit trails, and capture the acceptance of document contents to ensure compliance.

ALERT SUPPLIERS

Notify suppliers when a document expiration date is approaching and auto-lock accounts on the expiration date.

EXPORT, DOWNLOAD, INTEGRATE

Process data through direct downloads, scheduled file exports, or API integration with any procure-to-pay solution provider.