Introduction

This article outlines the steps for using the Spindle Document Distribution browser extension for Sage Intacct.

Process

To use this extension once it has been installed, the user will need to:

1. Open the PDF report from the accounting system so it can be viewed.

2. Click on the "Open in Browser" button. This open the report in a separate browser tab.

3. Click on the blue "Sendd to Spindle" button that appears over the top of the PDF document

This will send the report to PDF To Spindle, where it will be processed.

KBA Details