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.

Integrations

Ratings/Reviews

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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

MetaDocs Screenshot 1
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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 Supported
Document Archiving Supported
Document Assembly Supported
Document Indexing Supported
Document Retention Supported
File Type Conversion Supported
Offline Access Supported
Optical Character Recognition Supported
Version Control Supported
Access Controls Not Supported
Archiving & Retention Not Supported
Compliance Tracking Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Print Management Not Supported