Audience

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

About 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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Integrations

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Company Information

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

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Webinars
In Person
Support
24/7 Live Support

MetaDocs Frequently Asked Questions

Q: What kinds of users and organization types does MetaDocs work with?
Q: What languages does MetaDocs support in their product?
Q: What kind of support options does MetaDocs offer?
Q: What other applications or services does MetaDocs integrate with?
Q: Does MetaDocs have a mobile app?
Q: What type of training does MetaDocs provide?

MetaDocs Product Features

Document Management

Collaboration Tools
Document Archiving
Document Assembly
Document Indexing
Document Retention
File Type Conversion
Offline Access
Optical Character Recognition
Version Control
Access Controls
Archiving & Retention
Compliance Tracking
Document Capture
Document Conversion
Document Delivery
Electronic Signature
Email Management
File Recovery
Forms Management
Full Text Search
Print Management
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