The Transform team has announced the release of Transform 8, the latest version of Bottomline’s document management software, designed to optimize critical processes in companies with large volumes of documents, for general availability.
This is a journey in which the team has spent more than 12 months enabling the engine to incorporate a faster 64-bit engine, native integration with Microsoft 365 and improvements in security, scalability and usability. With these new features, organizations can reduce operational costs, ensure regulatory compliance, and gain efficiency in document management.
A more agile and connected document management
The evolution towards an enterprise document management model requires more than just storing files digitally. Organizations need document management software that allows them to organize, consult and distribute information in an agile way, reducing manual tasks and facilitating access to documents from the different business processes. In this context, Transform 8 incorporates new capabilities aimed at improving automation and efficiency in document management.
In addition, a document management system must be integrated with the tools that companies already use in their day-to-day work. Integration with Microsoft 365 allows document management to be connected to the usual work environment, while its ability to integrate with ERP systems makes it easier for document information to be linked to business processes. In this way, the digitization of documents becomes an opportunity to optimize processes and not only a change from physical to digital format.
Automation for more efficient document management
Document automation makes it possible to streamline tasks related to the reception, classification, distribution and management of information, reducing manual interventions and improving traceability. Transform 8 is committed to more connected document management, in which technologies such as digital signatures and integration with ERP and Microsoft 365 contribute to creating more efficient processes that are prepared for the current needs of companies.
What is Transform?
Bottomline Transform is a document management software used by customers around the world to manage the design, distribution, and delivery of business forms such as invoices, payment advices, and logistics documents.
In addition, Transform’s workflow and data formatting capabilities make it an ideal solution for customers who need to process data.
Release 8 highlights
Improved processing capacity of servers.
Better integration with 64-bit application systems.
Better integration with Office 365.
The main themes of Transform 8.0 are:
- The improvement of backend technology, so it now runs on 64-bit technologies.
- Integrations.
- Improving the designer’s user experience.
Additionally, support for better integrations and communication with other business systems has been a focus, such as SharePoint and web services. While the team was working on it, it has also improved the designer’s user experience, allowing users to easily update objects and pin frequently used objects to a favorite group to streamline setup.
3 key issues
- Automation in file reporting in document management.
- Digital signature of documents.
- Integration of electronic invoicing into the ERP in real time.
What’s New
Benefits for customers
- Increased compatibility with new technologies – Leveraging current IT investment.
- Document Processing Performance Improvements – Enabling customers to do more with what they have.
- Broader integration support and flexibility – Enabling better integration with other enterprise solutions, including the Microsoft 365 platform.
- Improved User Experience and Faster Setup – Simplifying setup while reducing effort.
Transform 8 Motor
- Transform Engine 64-bit version
- SOAP 1.2 Support
- Enhanced functionality for Web services with JSON
- Availability of branch templates to integrate with SharePoint
- SQL Server 2019 Support
Transformation Designer
- Improved ‘find’ functionality in projects
- Adding Favorites to the Object Palette to Add Frequently Used Objects
- Color-coded container shortcuts to help understand link status
- WEB API templates supported by RightFax Web Service API and Zetafax version 17.5
- Oracle Linux 64-bit OSA Module for JDE Enterprise Server
- Messaging legacy objects when opening projects if objects are being used
Transform
- Unicode support and extra functionality for Check File, Check Directory, Create Directory, Delete Directory, Delete File, Read File and Write File objects
- Update the Document Organizer object to include a new Last Page, Handover, option within Document Settings on the Document Design tab
- Support for Microsoft 365 Identity Service OAuth2 access token
- SOAP Message Formatter Enhancements
Where can it be used?
- Document Management and Process Integration Solutions
- Extract ERP reports
On-premise with better performance and greater information processing capacity with the same infrastructure.