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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.
Description
Your workplace might be cluttered with cumbersome and ineffective filing cabinets, yet there are superior alternatives for document management. The necessity to enhance the handling of essential business documents is not only required by regulatory bodies but is also crucial for financial efficiency. While the benefits of adopting an Electronic Document and Content Management Solution are clear, some may find this transition to be a daunting and unfamiliar task. This section details what document imaging entails and its value for businesses of all sizes. Document Imaging refers to the technique of transforming physical documents, such as paper files, microfilm, microfiche, and aperture cards, into digital image formats. After scanning or importing, these documents undergo processing and indexing based on various criteria before being securely stored in an electronic archive. Once these images are safely housed in a digital repository, they can be easily retrieved, viewed, manipulated, and annotated as needed. The software that facilitates these imaging capabilities is known as Document Management Systems (DMS), which play a crucial role in modernizing document workflows. By adopting such systems, organizations can significantly improve their efficiency and reduce the risks associated with physical document storage.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Azure
Yes
Microsoft Dynamics 365
Yes
Microsoft Dynamics 365 Business Central
Yes
Microsoft OneDrive
Yes
Microsoft SharePoint
Yes
Integrations
Microsoft Azure
No
Microsoft Dynamics 365
No
Microsoft Dynamics 365 Business Central
No
Microsoft OneDrive
No
Microsoft SharePoint
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
MetaOption
Founded
2005
Country
United States
Website
www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/
Vendor Details
Company Name
Questys Solutions
Website
www.questys.com/solutions/products/document-management/
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
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No
