MetaDocs

MetaDocs

MetaOption
+
+

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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

With Uplevl you can store all accounts payable documents in one place and access them from almost anywhere with our cloud-based platform. Find exactly what you're looking for with our powerful and easy-to-use search capability and track versions and revisions automatically. Plus, enjoy flexible workflow capabilities, which will automatically route documents for review and approval based on pre-set rules. Organize your invoices and other related documents in a way that makes the most sense for your business, so you can spend less time looking for an invoice and more time actually working on it. Along with tagging, meta-data, and automated workflow routing, your AP documents are easy to find and process. Have peace of mind knowing your documents are securely stored and hosted by AWS with multiple backups and redundancies. Uplevl is HIPAA compliant and provides strong security at the datacenter, network, data and application levels.

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 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

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

Audience

Companies searching for a solution to manage and store all accounts payable documents

Support

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

Support

Phone Support Not Supported
24/7 Live Support 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

$25.00/month/user
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 Supported
Live Online 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

Uplevl
Founded: 2001
United States
www.uplevl.com

Alternatives

GScan

GScan

GRADIENT ECM

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.
DocXtender

DocXtender

Insight Works
Digital File Manager

Digital File Manager

Enlighten.Net

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

Integrations

Acumatica Cloud ERP Not Supported
Microsoft Azure Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft OneDrive Supported
Microsoft SharePoint Supported
NetSuite Not Supported
Sage Intacct Not Supported

Integrations

Acumatica Cloud ERP Supported
Microsoft Azure Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft OneDrive Not Supported
Microsoft SharePoint Not Supported
NetSuite Supported
Sage Intacct Supported
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Claim MetaDocs and update features and information
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