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

Platforms Supported

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

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 Not Supported
24/7 Live Support Supported
Online Not Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$69.95
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 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 Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

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

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

Document Management Features

Access Controls Not Supported
Archiving & Retention Not 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 Supported
Print Management Not Supported
Version Control Not Supported

Integrations

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

Integrations

Microsoft Azure Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft OneDrive Not Supported
Microsoft SharePoint Not Supported
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