MetaDocs

MetaDocs

MetaOption
Paperless

Paperless

Mariner Software
+
+

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About

MetaDocs by MetaOption LLC, a complete document management solution that integrates seamlessly with Microsoft Dynamics 365 Business Central. With MetaDocs you can quickly scan documents straight into Dynamics 365 Business Central or drag and drop electronic documents from multiple locations into NAV. The users can set up rules for storing different types of documents in specific locations in Business Central, on a local file storage, cloud storage or on your SharePoint Intranet. Access your data outside your office using any Web Browser or go mobile with our Android and iOS apps. You deal with a multiple of documents every day: e-mails, invoices, receipts and more. Keeping track of this flood of information is the key to success. MetaDocs helps you to do this by automatically archiving documents from Dynamics 365 Business Central such as invoices and quotations. You can also easily store external documents such as e-mails, images and correspondence with customers and suppliers.

About

Paperless is a digital documents manager. Remember when everyone talked about how we would soon be a paperless society? Now it seems like we use paper more than ever. Let's face it - we need and we use paper. But Paperless 3 is one of those incredibly useful applications that will help you manage all your paper and digital documents and at the same time positively affect the environment. When it's tax time no more bringing a shoebox full of receipts to your accountant. According to ruling Rev. Proc. 97-22 from the IRS, a digital document is acceptable. With Paperless 3 you can create a Smart Collection and keep all your documents neat and tidy and in one place. Additionally, once you store your receipts in Paperless 3, you can select the receipts to email, print, or export to PDF, or even show as a chart. Paperless 3 has the ability to keep up and maintain the task of not only reducing your need for paper but managing the paper you use.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that need a document management solution that integrates with Microsoft Dynamics 365 Business Central

Audience

Users and organizations that need to manage documents and receipts

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$69.95
Free Version
Free Trial

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:

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Reviews/Ratings

Overall 2.3 / 5
ease 4.0 / 5
features 3.7 / 5
design 3.3 / 5
support 2.0 / 5

Pros & Cons from Real Users

Pros

  • Program or app performs as promised. My only complaint is support, not helpful at all. Please see explanation below.
  • Very good for organizing receipts and documents.
  • Simple and easy to use. However you need to test what type of set up best works for you. I recommend to work with well designed smart folders, serving your individual needs.

Cons

  • The program has and continues to crash for no reason. I have sent in crash codes reports etc. I get a response, "Yes, but we can't offer support for the impossible." and going on to say that they have not seen this come up before. I asked for other options and was just met with silence... This is sad.
  • Software has a lot of bugs in it. I was using the latest version, 3.0.3. No support what so ever. No response. Asking for my money back and all I got was crickets.
  • It would be great if it would be easier to adapt to the different international requirements. It is understandable very US oriented. Its reading abilities could be improved, particular in regards to cashier receipts. The challenges of reading the date properly is due the lack of any standards and NOT of the software!

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MetaOption
Founded: 2005
United States
www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/

Company Information

Mariner Software
Founded: 1990
United States
marinersoftware.com

Alternatives

GScan

GScan

GRADIENT ECM

Alternatives

Paper-Less MES

Paper-Less MES

Information Systems Engineering
Paperless

Paperless

posBoss
PaperLess

PaperLess

PaperLess Software

Categories

Categories

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

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

Integrations

Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Microsoft SharePoint

Integrations

Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Microsoft SharePoint
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