MetaDocs is a comprehensive document management software that provides a single platform for storing, tracking, managing, and sharing business files. Offered by MetaOption, MetaDocs integrates seamlessly with Microsoft Dynamics 365 business solutions to speed up approval processes and provide complete document control.

How does MetaDocs work?

MetaDocs simplifies the process of capturing, storing, retrieving, and sharing files. It is a Microsoft Dynamics 365 Business Central document management system that offers businesses a unified and secure platform to organize and automate document handling.

Is it possible to integrate MetaDocs with Microsoft Dynamics 365 Business Central?

Yes. MetaDocs is a cloud-based solution that works directly inside Microsoft Dynamics 365 Business Central. Users can capture, view, and retrieve documents without switching between applications, improving operational efficiency and decision-making.

Can MetaOption provide a cloud-based MetaDocs?

Yes. MetaDocs is fully cloud-based and provides secure access to documents from any location, device, and at any time.

Does MetaDocs support OCR and artificial intelligence?

Yes. MetaDocs includes AI-powered search and OCR capabilities, enabling full-text search across scanned and digital documents for fast and effortless document retrieval.

Can MetaDocs automate document workflows?

Yes. MetaDocs offers built-in workflow automation to streamline approvals, notifications, and document routing, helping reduce manual effort and increase productivity.

What makes MetaDocs different from other document management solutions?

Unlike generic tools, MetaDocs is a Microsoft Dynamics 365-specific document and content management system. It integrates seamlessly with SharePoint, Outlook, Microsoft Teams, and the Power Platform.

Does MetaDocs support version control?

Yes. MetaDocs automatically saves every document change and archives older versions, allowing users to track edits and easily access previous versions.

How can I get MetaDocs for my business?

You can request MetaDocs directly from MetaOption. The team will provide a complete product demo, explain workflows, pricing, and how MetaDocs fits your business requirements.

MetaDocs: Advanced Document Management System

Simplify, Organize, and Secure Every Business Document with MetaDocs

MetaDocs brings all your business documents into one secure, centralized system directly connected to Business Central. From invoices and contracts to customer records and project files, manage everything with smarter search, automated workflows, permission-based access, version control, and seamless SharePoint integration.

From receiving and put-away to picking, packing, and shipping, MetaWMS delivers complete inventory visibility, barcode-driven accuracy, and real-time operational control — all through a single connected platform.

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It’s that simple

With the integration of MetaDocs Document Management System with Microsoft Dynamics 365 Business Central, you can archive incoming and outgoing documents in a legally compliant manner. You can search and view documents directly from the Business Central interface via the MetaDocs, allowing you to retrieve documents within seconds. Additionally, MetaDocs fully supports the digital incoming invoice process, including recognition, verification, processing, and workflow management.

Document Management System that works as hard as you do

Drag & Drop from Outlook

Automate Processes with Workflow Automation

Document Scanning

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Document Storage

With MetaDocs Document Management System, every document can be centralized, enhanced with organized Metadata, and linked to related information.

Allows to Edit

Rename attached documents in real-time, reflected in both source and destination. With MetaDocs, you can open documents from the original source if required, automatically rename duplicate uploads and maintain version history.

Document Retrieve

Whether you like using full-text search, specific filters, or folder views to locate information, MetaDocs provides all options. Easily download all information about a project, customer, vendor, or business issue instantly, regardless of the size or format of the files.

Permission Based Setup

Well-organized documents not only help you comply with retention policies, but also provide critical information whenever it is needed.

Document access is granted solely upon receiving the necessary permissions, ensuring secure document management process

SharePoint Integration

SharePoint Integration seamlessly bridges document management and business processes. By linking these systems, users can store and access Business Central data within SharePoint, enhancing collaboration and data security.

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Who Can Benefit from MetaDocs?

Document Management System that Fits for Any Industry!

Healthcare

Government Contractors

Distribution/Supply

Restaurant/Retail

Manufacturing

Construction

Non-Profit

Education

Professional Services

Financial Services

Sports and Entertainment

Insurance

Want to learn more about streamlining your document management processes, making smarter decisions, and accelerating growth with Dynamics 365 Business Central?

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Let's Find the Right Solution for Your Business

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