DocXtenderInsight Works
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Related Products
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About
DocSavy doesn't ask you where to store your documents, it asks what your document are and stores them where they are supposed to go. By tagging, business data, and associations, DocSavy helps you find the documents you are searching for quickly and easily. Every folder in DocSavy can have a budget to help forecast hours and costs. Budgets define the tasks for purchasing and all other financial transactions. DocSavy makes it easy to report actual costs to compare them against budgets. Quotes can be attached to purchase orders that are linked to a budget item. Supplier invoices can be attached to purchase orders. Your process can request approval from whichever team member is required, before sending it to a bookkeeper to process payment. DocSavy even warns if the supplier invoice makes the total payment too far over the purchase order amount. In DocSavy, an assets can be a folder for a building, a vehicle, a single piece of equipment, or a tool.
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About
DocXtender from Insight Works is a free utility that enables users to attach documents to any page in Business Central with a simple drag and drop. DocXtender™ works with any page in Business Central that supports attachments. With DocXtender™, you’ll easily associate customer POs to orders; invoices to POs; quality documents to receipts; or any other file to pages in Business Central.
* Save significant time by not having to search for files. Files are stored with your Business Central record so you, and others, always know where they are.
* Don’t lose another document. By attaching your documents to Business Central records they are available when you need them.
* Fire and floods can’t destroy your digital documents as they can paper.
* Reduce your carbon footprint by eliminating the need to manage paper documents.
* Support for SharePoint: Choose a SharePoint folder in which to store documents dragged to Business Central.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies and enterprises searching for a solution to store their documents
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Audience
Organizations that use Dynamics 365 Business Central and need a drag and drop document management solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDocSavy
United States
docsavy.com
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Company InformationInsight Works
Founded: 2008
Canada
www.dmsiworks.com
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
Microsoft Dynamics 365 Business Central
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