Introduction

The Draycir Spindle Document Distribution Chrome Extension allows PDF documents to be processed by Spindle Document Distribution directly from your Google Chrome browser.

This extension improves the experience of Spindle Document Distribution users who regularly want to distribute, save and print PDFs from cloud-based ERPs viewed in Chrome Browser. 

Why it’s needed

As ERPs are increasingly moving to browser-based technology Draycir have developed functionality to allow a PDF to be downloaded and processed via a monitored folder using our PDF to Spindle utility (see KBA-01-02-032 - Processing PDF documents with PDF to Spindle : Draycir Support (freshdesk.com) for additional details)

However, instead of having to save PDFs to the monitored folder and having to configure the monitored folder for each user, the Chrome Extension presents the user with a button on the PDF which, when clicked, sends the PDF file to the user’s local copy of Spindle Document Distribution saving time and effort.

Applies to

• Spindle Document Distribution Standalone v10.1 and above
• Spindle Document Management v10.1 and above
• ERPs viewed through Chrome Browser such as, but not limited to:
  • Sage Intacct
  • Sage 200
  • Sage 200 Standard
  • SYSPRO (via Avanti)
  • SunSystems
  • Dynamics BC365
• Up to date Google Chrome Browser (Derivatives of Google Chrome, such as MS Edge, Chromium etc may also work, but compatibility is not guaranteed)
  • Please note that the browser must be running on a Windows operating system.

Installation

The Extension is available in the Google Chrome Web store, which can be accessed via:

https://chrome.google.com/webstore/category/extensions?hl=en-GB

Searching for Spindle will find it:

Select the extension and click Add to Chrome:

Then click Add extension

The Extension will be visible in the Task bar as the hexagonal Spindle Document Distribution icon (if only one extension is installed on your system) or under the jigsaw piece icon (if more than one are installed):

Any PDF opened in the browser will now show the Send to Spindle button:

Method

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

From the ERP, open the PDF document from the accounting system so it can be viewed.

If the button is not immediately visible, click on the "Open in Browser" button. This opens the document in a separate browser window and displays the “Send to Spindle” button in the lower right of the window

On the first use, you will be prompted to "Open Spindle Document Distribution" We advise ticking "Always allow..." to prevent this window displaying going forward.

Spindle Document Distribution will then receive your document to be processed as if it had been printed directly.

Configuration

There are few options of the extension, you may need to access, which can be accessed via Manage Extensions menu item in your browser:

In this window you can 

• Grant the extension permission to run on all sites or on a custom list of sites (A)
• Grant the extension permission to process local files as well as online files (B)

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