Electronic Document Distribution

Your quick reference guide
to Spindle Self Serve.

Spindle Self Serve Features

Features (Type) Your Staff
(Support User)
Your Staff
Your Staff
Your Customers
View a dashboard providing top-level account overview
View Order history with drill-down to line level
Hyperlink to courier service for consignment tracking**
View history of Invoices and Credits
Download PDF copies of Invoices and Credit Notes, Statements and Remittances*
View history of Statements
Download PDF copies of Statements*
Place orders
View Stock
See carousel of pop-up promotions at sign on      
Option to view all Sage Sales Ledger Accounts  
Option to view multiple/assigned Accounts    
View Customer sign-in history  
Browse stock items and edit photos/dimensions  
Import and manage pop-up graphics  
Assign specific pop-up graphics to specific accounts  
Theme changes      
Site Administration      
Receive enquiry email relating to an order  
Receive email notification confirming a new user has registered    
Enable, modify or delete users    

* Must have Spindle Document Management to use this functionality.
** Must have courier integration in place to use this functionality.


Sage 200 compatibility

  • Sage 200 2016 Extra On-premise
  • Sage 200 2015 Extra On-premise
  • Sage 200 2013
  • Sage 200 2011


Server requirements

  • SQL Server 2008 R2 (or greater)
  • IIS 7 (or greater)
  • 120mb free disk space on IIS server

Client requirements

  • Minimum 1024 x 768 screen resolution
  • Internet Explorer 9 or above


  • SMTP compliant mail server
  • SSL Certificate