DocXtenderInsight Works
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OnePracticeHubOne
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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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About
Simplify, Automate & Grow Your Business. Integrating Accounting Practice Management systems to give you stress-free, time saving Document Management with intelligent automation. OnePractice Document Management is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue. The suite includes: Templates. Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts. Mail. Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks. Mail Templates. Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts.
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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
Organizations that use Dynamics 365 Business Central and need a drag and drop document management solution
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Audience
Accountants looking for a practice management system which allows easy creation of documents and spreadsheets using live data
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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
Free
DocXtender is a free app for Dynamics 365 Business Central
Free Version
Free Trial
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Pricing
No information available.
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 InformationInsight Works
Founded: 2008
Canada
www.dmsiworks.com
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Company InformationHubOne
Australia
www.hubone.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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Integrations
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Power Automate
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Integrations
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Power Automate
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