Getting started

Welcome!
We’re glad to have you on board.

Our platform is designed to help you manage the entire lifecycle of outgoing business documents—such as invoices, payslips, or official notifications—across digital and physical channels. Whether you’re a small team or a large organization, the platform gives you full control over how documents are delivered and tracked.

How it works — in short

When documents are sent to the platform, a predefined workflow determines how they are processed. A workflow applies logic and rules to make sure each document is handled correctly—then routes it to one or more output channels, such as email, eBox, PEPPOL, or traditional print and post.

You are in control: you configure which channels are available, and how the workflow should behave depending on your business needs.

Where to begin

To get started quickly, we recommend the following steps:

1. Invite collaborators
   Add users to your environment and assign them to the appropriate roles and groups.
2. Set up your first output channel
   Choose how you want your documents to be delivered and configure the necessary channel (email, print, PEPPOL, etc.).
3. Create your first workflow
   Define the basic rules for handling incoming documents—such as routing by document type, department, or priority.

Once these are in place, you’re ready to send your first document through the platform!

If you need help along the way, our support articles will guide you step by step.