DocXtender

DocXtender

Insight Works
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+

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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.

About

Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations that use Dynamics 365 Business Central and need a drag and drop document management solution

Audience

Organizations that need a document collection platform

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
DocXtender is a free app for Dynamics 365 Business Central
Free Version Supported
Free Trial Supported

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Insight Works
Founded: 2008
Canada
www.dmsiworks.com

Company Information

File Request Pro
Founded: 2019
United States
filerequestpro.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies
MetaDocs

MetaDocs

MetaOption
SPListX for SharePoint

SPListX for SharePoint

Vyapin Software Systems

Categories

Categories

Portal Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Supported
Collaboration Tools Not Supported
Compliance Tracking Not Supported
Document Archiving Not Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Not Supported

Integrations

Dropbox Not Supported
Google Drive Not Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft OneDrive Not Supported
Microsoft SharePoint Not Supported
Squarespace Not Supported
Weebly Not Supported
Wix Not Supported
WordPress Not Supported
Zapier Not Supported

Integrations

Dropbox Supported
Google Drive Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft OneDrive Supported
Microsoft SharePoint Supported
Squarespace Supported
Weebly Supported
Wix Supported
WordPress Supported
Zapier Supported
Claim DocXtender and update features and information
Claim DocXtender and update features and information
Claim File Request Pro and update features and information
Claim File Request Pro and update features and information