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Features by product

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* Messenger EDD PLUS Option &  
   Messenger EDD ETL option are add-ons
   to Liaison Messenger EDD.

Liaison Messenger EDD Feature

Notes

Info or Video

Messenger
EDD

PLUS Option*

ETL Option*

Create & Call Ad-Hoc Reports

Embed QR Codes in Forms/Reports

(new for version 2021)

(new for version 2021)

Embed Hyper-linked Images in Forms/Reports

(new for version 2021)

Pass arguments to & call Windows PowerShell script

(new for version 2021)

A quick and easy-to-use report writer to create ad-hoc forms, reports, attachments, during standard processing
Add unique and specific data driven QR Codes to forms/reports. Automate payments, inventory, etc
Add Images with "hyperlinks" to PDF forms/reports output to enhance direct users to specific web sites, web-portals, etc

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XY Codinates/DIT Hybrid Form/Report Mapping

(new for version 2021)

XY Coordinates Multi-Document Attachments 

Auto-Create Queue File

Office 365 Multi-Factor Authentication 

Bridge cloud printing to network printers

(new for version 2021)

(new for version 2021)

(new for version 2021)

(new for version 2021)

Automate Legacy Documents where the Report/Form template is not modifiable.
Automate Document Attachment routines where the Report/Form template is not modifiable.
Ideal for "staging" related documents bursting and then create a new Queu file to Assemble and Distribute.
For unsattended sending of emailed documents if the Office 365 Server requires new multi-factor authentication.
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Enable On-Demand Recipient List Refresh 

(new for version 2021)

Useful for bringing in Ad-Hoc Email Distribution Lists without modifying the ERP System's Master Contact/Card file contact information

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Automate PULL DATA REQUEST Triggers/Schedules 

(new for version 2021)

Import OData JSON File into EDD (PLUS) 

(new for version 2021)

Import SQL Table into EDD (PLUS)

(new for version 2021)

API Endpoint URI/Collection Management

(new for version 2021)

Call REST WebServices

(new for version 2021)

Call SOAP WebServices

(new for version 2021)

Schedule user-defined conditions to Extract data from SQL Server Tables/Views and Web Service APIs and trigger Automation and Workflow Tasks
Pass fields from documents as Filters to Dynamics 365BC and other Web Services; Map the entities into the document's process, without modifying report/dataset templates.
Pass fields from documents as arguments to SQL Views/Tables; Map these SQL fields into the documents process, without modifying report/dataset templates.
Create a library of your Cloud-ERP/popular Endpoint URIs along with their related Web Services/Entities to enhance your form and report processing
Perform GET PULL Requests RESTful Web Services and to trigger events or retrieve data to enhance document routing
Perform SOAP Web Services requests to extract XML, trigger events, even parameterized Codeunits in Dynamics 365 BC
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Import OData JSON file into SQL (PLUS&Cloud)

(new for version 2021)

DocuSign Enabled Account Document Distributrion

Call/Schedule SSRS Reports

Call/Schedule Crystal Reports

Execute SQL Stored Procedures

Automate Cloud and On-Premise data interaction  transforming JSON data into SQL Server (2016 or greater) for client-side reporting, ad-hoc reporting, or data replication.
NOTE: Requires an Enduser DocuSign Account. Not provided by us.
Pass fields/data as arguments during Form processing to trigger related SSRS Reports.  Built-In Scheduler, too
Pass fields/data as arguments during Form processing to trigger related Crystal Reports. Built-In Scheduler, too.
Pass fields/data as arguments during Form processing to trigger SQL Stored Procedures to trigger events or return results

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LiaDaemon.Exe: Windows Service

Microsoft Outlook Automation

Windows PowerShell Script

Create Compressed ZIP Files

Publish File to SFTP/SSH Site (PLUS)

Run Liaison Messenger EDD as a Windows Service
Email-Print Processor: Print-to-email
Pass fields/data as arguments during Form processing to automate external tasks using the .NET Framework
Automate file and folder compression
Publish files to Remote Hardrives/Portals

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Automated Emailing of documents (Batch emailing)

Automated faxing of documents (Batch faxing)

Uses customers existing reports - SSRS, Crystal, GP dexterity, etc.

Automate the distribution of multiple copies of forms

Automate the distribution to multiple printers

Built-in archiving of forms

Create dynamic subject and e-mail text

Control naming convention of PDFs emailed and archived

Add key data from your business form and insert it into your subject line and e-mail body giving you more personalized communications with your recipients.
Use data on report processed to easily create unique file names.

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Automate distribution of forms to Salespeople

Distribute copies of forms based on data in the document 

Attach static and variable attachments

Send document to unique recipient

Add Marginal Words to document

Manage multiple form templates for a customer

Manage multiple form templates based on data on form 

Route forms based on Site ID

Route forms based on Territory ID

Route forms based on data in document processed

example - Statements are sent to salesperson if customer is past due
i.e.; If Invoice is over $5,000 email the controller
example: Supporting documents that have been previously archived based on document #, Customer or Vendor #, etc.
Example: The individual who places the order received the acknowledgement based on their preference - email, fax, or print.
Verbiage that appears at bottom of form to identify use of form, i.e.; Customer Copy, File Copy, Sales Copy, etc.
example: Send Packing Slips or Pick Tickets to each remote warehouse
Example: Manager would like a copy of a form emailed if it is over $5,000, Customer specific, etc.

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Liaison Messenger EDD Feature

Notes

Info or Video

Messenger
EDD

PLUS Option

ETL Option

Features Unique to Invoices and Shipping Documents

Automate distribution of invoices

Allows recipient to easily track their shipment

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Bridge cloud printing to network printers

Insert hotlink into email text of an invoice or shipment notification

Blockout of pricing on shipping documents

Allows recipient to easily track their shipment
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Features Unique to Statement Processing 

Send Order Acknowledgement to unique recipient

Bridge cloud printing to network printers

Blockout pricing on shipping documents

Create unique Bills of Lading that are triggered based off of the shipping method

Example: The individual who places the order received the acknowledgement based on their preference - email, fax, and/or print

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Features Unique to Statement Processing 

Automate distribution of Statements based on aging of past due invoices.

Attach past due Invoices to Statements

Bridge cloud printing to network printers

Send Statement (and past due invoices) to Salesperson

Notify management when Statement for a client is past due by (x) days and (x) dollars.

i.e.; If past due by 35 days. Send follow up Statement 15 days later if not below original date sent (35 days)
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i.e.; If past due by 35 days. Send follow up Statement 15 days later if not below original date sent (35 days)
i.e.; If past due by 35 days. Send follow up Statement 15 days later if not below original date sent (35 days)

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