In this scenario the company Utility Inc. uses StreamServe to retrieve invoice data from a source application (ERP) and generate invoices in PDF format. The invoices are distributed via email and copies are stored in the Collector archive.
Michael works as customer service representative and is responsible for customer correspondence regarding invoicing. He has access to all stored invoices for customers in his region.
When Michael arrives at work in the morning he launches the ERP portal where he conducts his daily work. He receives a call from a customer who has lost her invoice and Michael launches Collector from the ERP portal. He is automatically re-directed to his preferred landing page, the document search page. The customer does not know the invoice number, so Michael uses the customer name, and the document type Invoice as search criteria.
He finds the invoice and asks the customer how to deliver the copy. The customer decides that email is the best alternative since the due date is tomorrow. Michael selects the invoice, enters the email address and a short message before he sends the invoice.
Before Michael takes the next call he enters an annotation about the resent copy. This annotation is available for other customer service representatives until the expire date for annotations is exceeded.