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.
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Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments.
Drag and drop multiple files and folders to upload them all at once.
Generate anonymous links to the documents to share outside of the organization.
Directly email the files as attachments or links to documents from within CRM.
Upload, Rename, Delete & Search files from cloud storage.
Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage.
Security Template to control user privileges to the various actions discussed above.
Learn more
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
Cloud
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
