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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Beyond mere document management, we provide personalized solutions that seamlessly integrate with your current software while enhancing your business workflows. Our customized offerings are designed to work in harmony with your accounting systems, streamlining processes such as data entry, approval workflows, and electronic invoice organization. For nearly two decades, we have been dedicated to developing, marketing, and supporting our proprietary software solutions. With a portfolio of over 300 customized solutions, we possess a deep understanding of your specific needs. Our commitment extends beyond just support; we constantly strive to enhance our offerings. The innovative solution, known as the ferret, was inspired by Phil North’s extensive experience in managing various scanning bureaus across New Zealand, where he provided document management services for numerous large-scale projects. One notable instance involved the processing of 70 tonnes of large-format engineering drawings for a significant utility company. Impressively, nearly half of all the scanning tasks performed by these bureaus resulted in invoicing, highlighting the efficiency of our systems. We believe that continuous improvement and adaptation are essential to meet the evolving demands of our clients.

Description

MetaDocs by MetaOption LLC is a complete document management system that seamlessly integrates with Microsoft Dynamics 365 Business Central. MetaDocs allows you to quickly scan documents into Dynamics 365 Business Central. You can also drag and drop electronic documents from multiple locations directly into NAV. Users can create rules to store different types of documents in Business Central. These rules can be set up on the SharePoint Intranet, local file storage, cloud storage, or in a specific location. You can access your data from anywhere outside your office with any Web Browser, or mobile using our Android and iOS apps.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Azure No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft OneDrive No 
Microsoft SharePoint No 

Integrations

Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Ferret Software

Founded

2001

Country

New Zealand

Website

www.ferretsoftware.com.au

Vendor Details

Company Name

MetaOption

Founded

2005

Country

United States

Website

www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

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