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URL: https://www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/?utm_source=Campaign&utm_medium=APL&utm_cam...
Submission: On October 10 via manual from US — Scanned from DE

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Text Content

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METADOCS


DOCUMENT MANAGEMENT SOLUTION FOR DYNAMICS 365 BUSINESS CENTRAL


MANAGE YOUR SCANNING, OCR AND AUTOMATE THE BUSINESS PROCESS FOR
ANY DEPARTMENT WITH AN INTEGRATED DOCUMENT MANAGEMENT SYSTEM.












STAY AHEAD WITH DOCUMENT MANAGEMENT SYSTEM
INTEGRATED WITH MICROSOFT DYNAMICS 365 BUSINESS CENTRAL

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.






KEY FEATURES OF METADOCS FOR DYNAMICS 365 BUSINESS CENTRAL

Drag & Drop documents from Outlook

Simply store documents of all types (PDFs, emails, Word, Excel, PowerPoint,
etc.) in NAV records.

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 versions 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.

Request a Demo


DRAG & DROP FROM OUTLOOK

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.




METADATA FOR DOCUMENT MANAGEMENT SYSTEM

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.


AUTOMATE PROCESSES WITH DOCUMENT WORKFLOW

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.




ACCELERATE OCR FUNCTIONALITY WITH METADOCS

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.


WE OFFER THE FOLLOWING
DMS DEVELOPMENT SERVICES

 * Customization & Development
   
   
   
   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.
   
    * Create customized Windows and Records
    * Generate Custom Fields and Reports
    * Add custom Document Attributes
    * Describe custom workflow
   
   


DEPLOYMENT FLEXIBILITY


ON-PREMISE IMPLEMENTATION

One-time licensing and installation charges + Annual maintenance charges

 * One 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
 * All 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


DOCUMENT MANAGEMENT SOLUTION THAT
FITS FOR ANY INDUSTRY!

MetaDocs – Document management is the elemental need of every industry these
days. Our experts coordinate with you to understand the market needs of your
industry and will work accordingly to identify areas to improve your processes
and which elements of document management will help you most. With an increased
number of data (i.e. digital and physical), it is important for every market to
ensure their documents are safely stored and secured.

 * Healthcare
 * Government
 * Distribution/Supply
 * Restaurant/Retail

 * Manufacturing
 * Construction
 * Non-Profit
 * Education

 * Professional Services
 * Financial Services
 * Sports and Entertainment
 * Insurance

Ready to See a Demo??

Learn how MetaDocs – Document Management Solution for Microsoft Dynamics 365
Business Central
can be tailored to your requirements

Request a Demo


EXPLORE OUR ADDITIONAL SOLUTIONS AND SERVICES




 




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SERVICES

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 * Microsoft Technologies Staffing

SOLUTIONS

 * Dynamics 365 Business Central for Manufacturing
 * Dynamics NAV for Manufacturing
 * MetaWMS - Advanced Warehouse Solution for D365 BC
 * MetaADCS - Advanced Warehouse Solution for NAV
 * LS Central – Retail Management Solution
 * MetaDocs – Document Mangement for D365 BC/NAV
 * Pharma Solution for Dynamics 365 Business Central/NAV
 * Pharma Track & Trace for Dynamics 365 Business Central/NAV
 * MetaOption Magento Connector for Dynamics 365 Business Central/NAV
 * Telecom Solution for Dynamics 365 Business Central/NAV
 * Goods Order Inventory System (“GOIS”)

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INDUSTRY

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OUR OFFICES

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   2500 Plaza 5, 25th Floor
   Harborside Financial Center
   Jersey City, NJ 07311
   Phone : +1 (888) 895-4233   
   : +1 (201) 377-3150
   : info@metaoption.com

 

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   Detroit, MI 48243
   Phone : +1 (313) 331-3077   
   : +1 (201) 377-3150
   : info@metaoption.com

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