MetaDocs

MetaDocs

MetaOption
Perftech.DocSay

Perftech.DocSay

Perftech d.o.o.
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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

Perftech.DocSay - Document Management Solution. Perftech.DocSay is an efficient solution that provides comprehensive information and document management in a modern business environment. The solution is highly scalable, allowing you to adapt it to your business processes and environment. Perftech.DocSay allows you to manage various aspects of documentation, such as ISO documentation management, inbound mail capture and processing, invoice management, project documentation management, quality management, and the storage of original documentation such as contracts, quotations, manuals, work orders and more. Mail - Processing of incoming mail and all procedures related to incoming documents. Invoice capturing and validation Electronic archiving of ERP documents Project Management documentation Quality Systems documentation Management (ISO,...) Automation of document workflows Integration with ERP systems is possible due to the openness of the system. Flexibility

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 Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

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

Audience

Small and medium-size enterprises (SMEs) and Large enterprises

Support

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

Support

Phone Support 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

No information available.
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 Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Perftech d.o.o.
Founded: 1989
Slovenia
www.perftech.si/

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Easy Data Access

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

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
Claim MetaDocs and update features and information
Claim MetaDocs and update features and information
Claim Perftech.DocSay and update features and information
Claim Perftech.DocSay and update features and information