MetaDocs is a Dynamics 365 Business Central add-on that delivers powerful workflow for the automation of any document-driven business process, giving instant access to scanned or electronic files with Microsoft Dynamics 365 Business Central.
MetaDocs enables the user to quickly attach and/or scan documents or drag and drop electronic documents from multiple locations into any entity and record (Customer, Vendor, SO, PO, Invoices, GL, Production, etc.). The Rules can be configured for storing different types of documents in specific locations in Dynamics 365 Business Central, on a file server storage, cloud storage, office 365 or on your SharePoint Intranet, and can be integrated with any DMS.
MetaDocs is the one system that can automate any business process, while making all of your documents and supporting business information easy to find, audit and manage.
Drag & Drop documents from Outlook
Simply store documents of all types (PDFs, emails, Word, Excel, PowerPoint, etc.) in NAV records.
Options to store documents on NAV server/Amazon AWS/Azure/SharePoint/OneDrive
Fast and Flexible through search Indexing
Access documents from any NAV client including OneClick, Web Client, RDP, Citrix
Access latest and updated versions of a document
Document Scanning Worksheet
Receive multiple scanned documents at once.
Web services API for smooth Integration
Document Overview with sorting and filter function
Search and filter documents quickly
Quickly Search and preview stored documents
Safe & Secure. Share documents directly
Gain Peace of Mind. Robust and Flexible Permissions to users
All Data backed up in a Highly Secure Data Center.
Our MetaDocs has now been extended to enable users to Drag & Drop Email & Attachments (Single or Multiple) From Outlook to any Microsoft Dynamics 365 Business Central record with a simple drag and drop. With MetaDocs, you’ll easily associate customer POs to orders; invoices to POs; quality documents to receipts; or any other file to your NAV records making them accessible when you need them, without having to search for them, and making them available to other NAV users.
Users can easily set up rules for storing different types of documents in specific locations in NAV, on a local file storage, cloud storage or on your SharePoint Intranet.
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. There is no need to add information that someone has already entered into Dynamics 365 Business Central. MetaDocs automatically searches for metadata and assigns it to the document according to its location.
MetaDocs lets you automate document based business processes using document workflow to manage the flow of information electronically.
As people create, receive, route, review documents and other files, document workflow routes information electronically and respond more quickly to new or changing business requirements. so that errors are reduced and productivity is increased.
With MetaDocs, all your documents are electronically stored and organized in ways that make sense for your workflow and access needs.
For Example: The documents attached in sales quote will automatically get transferred to sales order when user converts to sales quote to sales order in Microsoft Dynamics 365 Business Central.
Upon adding MetaDocs Optical Character Recognition (OCR) advance feature, you can easily extract text from a scanned document such as a receipt, invoice, etc., and you can convert the scanned images into text files, searchable PDF files, or Microsoft Word files. This makes it easy to search through files to find the one you need, and then to search within the document itself.
The primary goal of MetaDocs – Document Management is to provide a centralized solution for accessing all your business paperwork, printed or otherwise. If you’re still relying on a combination of filing cabinets full of folders, digital documents stored across multiple hard drives, and scanned images, you’re going to have a hard time keeping track of everything.
Different businesses have different needs of a DMS solution. Every business has its own specifics requirements that need to be take in consideration. MetaDocs comes with fully customizable features to help its customers solve business problems that are unique to their industry.
One-time licensing and installation charges + Annual maintenance charges
Monthly recurring subscription model with Minimum one year commitment