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Description
DocXtender by Insight Works, a free utility, allows users to attach documents to any page within Microsoft Dynamics 365 Business Central using a simple drag-and-drop. DocXtender can be used with any page in Dynamics 365 Business Central which supports attachments. DocXtender allows you to easily associate customer POs with orders, invoices to POs, quality documents to receipts, and any other file to pages within Dynamics 365 Business Central.
Description
Many legal firms operate with a chaotic mix of spreadsheets and various supporting materials scattered across emails, printed documents, or shared drives. PartUs consolidates this information into a structured, easily shareable format. It allows for the rapid creation of standard family law worksheets, such as property division, significantly reducing the time spent on these tasks. You also have the option to invite accountants or other experts to assist in drafting or reviewing the worksheets, all within a unified platform. Additionally, PartUs enables you to electronically link documents directly to specific line items in a worksheet, streamlining the process. To enhance collaboration, clients can also be invited to upload their documents, making it even more efficient. With just a single click, you can share any necessary information, and the opposing counsel will receive access to the worksheet along with a neatly organized compilation of the supporting documents for download. This seamless integration of features not only simplifies the workflow but also fosters better communication among all parties involved.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365 Business Central
No
Pricing Details
Free
DocXtender is a free app for Dynamics 365 Business Central
Free Trial
Yes
Free Version
Yes
Pricing Details
$79 per case
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Insight Works
Founded
2008
Country
Canada
Website
www.dmsiworks.com
Vendor Details
Company Name
PartUs
Founded
2017
Country
United States
Website
www.partus.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
Yes
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
