Audience
Organizations that use Dynamics 365 Business Central and need a drag and drop document management solution
About DocXtender
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.
Attach2Dynamics
Attach2Dynamics is a document management solution which provides seamless attachment management in multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage from within Dynamics 365 CRM. It enables features like drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the Cloud Storage of choice. It has an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. Users can further rename, create, email, delete, preview files/folders and generate sharable link of the file or the folder to provide it in the email directly from within Dynamics 365 CRM.
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Haven Connect
When applicants upload their documents for you, you no longer need to sift, sort, scan and upload towering stacks of files and documents. And once your documents are online they are quick and easy for your team to access, no matter when or where your team needs them. The time and cost of meeting people to collect their documents is significant - doubly so when documents are missing or incomplete. With Haven Connect’s secure online document collection, you can eliminate these costly and unnecessary appointments by allowing your applicants to upload their documents for you. Documents that are stored online and automatically attached to applicant files are inherently more organized and easier to audit. You no longer need to chase down paper documents that have been misplaced or lost in the shuffle. Haven Connect can help disaster-proof your applicant files and documents by storing them securely in the cloud, protecting critical parts of your business from fire, flood, or loss.
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MetaDocs
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.
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ConvergePoint
ConvergePoint offers Policy Management Software and Contract Management Software on Microsoft Office 365 SharePoint.
Contract Management: Manage full contract management lifecycle on Microsoft 365 SharePoint. Contract Requests, Authoring, 3rd party paper or own templates, Clause libraries, AI, Review/Approve with advanced workflows, contract negotiations and eSignature. Central repository for signed contracts. Renewals/Expirations/Obligations. Advanced search/reporting tools. Multiple integrations.
Policy Management: Manage the entire policies and procedures management lifecycle within Microsoft 365 SharePoint. Create policy and procedure documents, use pre-defined templates and content, intelligent workflow rules for review and approvals, automated email alerts, automatic publishing of approved documents. Central repository of all policies and procedures. Renewal and expiration alerts. Pass compliance audits easily with extensive audit trails. Advanced search & reporting tools
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Pricing
Starting Price:
Free
Pricing Details:
DocXtender is a free app for Dynamics 365 Business Central
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Insight Works
Founded: 2008
Canada
www.dmsiworks.com
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Product Details
Platforms Supported
SaaS
Training
Documentation
Support
Online
DocXtender Frequently Asked Questions
DocXtender Product Features
Document Management
Archiving & Retention
Document Retention
Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control