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MetaOption Document Management Solution for Dynamics NAV

MetaDocs for NAV is the Document Management Add-on for Microsoft Dynamics NAV. A complete Document Management solution that allows you to scan documents straight into NAV or drag and drop electronic documents from multiple locations into NAV. Users can set up rules for storing different types of documents in specific locations in NAV, on a local file storage, cloud storage or on you SharePoint Intranet. Access your data outside your office using any Web Browser or go mobile with our Android and iOS apps.

MetaDocs provides all the functionality for an effective management, rapid utilization and secure control of any kind of information.

It makes no difference if you are using the Role Tailored Client, the Classic Client or a mix hereof. Document Management with MetaDocs will adapt to all scenarios.

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Product Features

Drag & Drop documents

Simple storage of documents of all types (PDFs, emails, Word, Excel, PowerPoint, etc.)

Document Storage

Options to store documents on NAV server/Amazon AWS/Azure/SharePoint/OneDrive

Document Search

Fast and Flexible through search Indexing

Document Accessibility

Access documents from any NAV client including OneClick, Web Client, RDP, Citrix

Document Version

Access latest and updated version of a document

Document Scanning Worksheet

Receive multiple scanned documents at once.

Seamless integrations

Web services API for smooth Integration

Document Overview with sorting and filter function

Search and filter documents quickly

Preview documents

Quickly Search and preview stored documents

Document Sharing

Safe & Secure. Share documents directly

Document Security

Gain Peace of Mind. Robust and Flexible Permissions to users

Disaster Recovery

All Data backed up in a Highly Secure Data Center.

Deployment Flexibility

On-Premise Implementation

One-time licensing and installation charges + Annual maintenance charges

  • Once stop access for all documents
  • Global Access via web
  • Complete search results in a single click
  • Process optimization and transparency through workflow
  • Efficiently manage & monitor documents
  • Secured central repository for documents
  • Your company’s IT team will be responsible for managing security, backups and maintenance.

Cloud Implementation

Monthly recurring subscription model with Minimum one year commitment

  • MetaOption will take care of all technical hosting and server requirements
  • Highly secure all data will be stored in enterprise grade Tier 1 data centres, with disk level encryption
  • Fully backed up and 24×7 up time
  • All data will be backed up daily, for maximum redundancy and business continuity in case of a natural disaster.
  • Access from anywhere on the web home, office, airports and hotels

Why Choose MetaDocs?

  • ERP Integration

  • Secure

  • Mobile

  • Automated Delivery

  • 24/7 Support

Additional Resources

MetaDocs Workflow

Customized workflow automation simplify your business processes

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MetaDocs DEMO Request

Please cick on contact button and fill the form and our DMS expert will get in touch with you

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