Optio provides document automation and electronic health record solutions that enable organizations to get accuracy and functionality in their inbound and outbound documents. Optio's software allows information stored within or created by an organization's enterprise systems, applications, or databases to be captured, transformed, and customized in formats according to the business needs of an organization.
PTX Connect allows you to securely manage the creation and delivery of invoices, purchase orders, and other transactional documents. It features a real-time user interface, management tools to enable items to be prioritised and intelligence from the data to help improve decisions around transactional business documents and improve process efficiency.
Optio projects can now be configured, uploaded to PTX Connect and executed. Refer to the PTX Connect and Optio Projects User Guide for more details.