Farm45
yeah I've been following this for ever & put my 2 bobs worth in.
Do you run microsoft 365 system on the farm? This is how we handle these documents now, and will make full switch soon to business central..
If you do already run microsoft 365, and you have this much use for a sales in tray, you would be 1000% better off making the switch to business central in dynamics 365.
After you have a chat to a sales representative who will scope out your needs, and set you up with the right free, 30day obligation free, trial. You'll be blown away at how low cost it actually is, and the benefit gained for your business. Forget Exo or Advance if TO < $5mill, this is way more affordable and you can ditch myob subscription. it will look after you right up through & into a your dream fortune 500 company size.
This url takes you to a microsoft info page, at 1st you'll fall off your seat at the price, after some study and talking with a sales person youll see how superior it is and how much cost saving it will deliver, have a look, do your research : https://dynamics.microsoft.com/en-au/business-central/overview
have fun.