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MetaDocs

Document Management System

Simplify, Organize, and Secure Your Business Documents with MetaDocs which is seamlessly integrated with the
Microsoft Dynamics 365 Business Central

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It’s that simple

With the integration of MetaDocs Document Management System with Microsoft Dynamics 365 Business Central, you can archive incoming and outgoing documents in a legally compliant manner. You can search and view documents directly from the Business Central interface via the MetaDocs, allowing you to retrieve documents within seconds. Additionally, MetaDocs fully supports the digital incoming invoice process, including recognition, verification, processing, and workflow management.

Document Management System that works as hard as you do

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Document Storage

With MetaDocs Document Management System, every document can be centralized, enhanced with organized Metadata, and linked to related information.

Allows to Edit

Rename attached documents in real-time, reflected in both source and destination. With MetaDocs, you can open documents from the original source if required, automatically rename duplicate uploads and maintain version history.

Document Retrieve

Whether you like using full-text search, specific filters, or folder views to locate information, MetaDocs provides all options. Easily download all information about a project, customer, vendor, or business issue instantly, regardless of the size or format of the files.

Permission Based Setup

Well-organized documents not only help you comply with retention policies, but also provide critical information whenever it is needed.
  • Document access is granted solely upon receiving the necessary permissions, ensuring secure document management process

SharePoint Integration

SharePoint Integration seamlessly bridges document management and business processes. By linking these systems, users can store and access Business Central data within SharePoint, enhancing collaboration and data security.

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Who Can Benefit from MetaDocs?

Document Management System that Fits for Any Industry!

Healthcare

Government Contractors

Distribution/Supply

Restaurant/Retail

Manufacturing

Construction

Non-Profit

Education

Professional Services

Financial Services

Sports and Entertainment

Insurance

Want to learn more about streamlining your document management processes, making smarter decisions, and accelerating growth with Dynamics 365 Business Central?

Talk to Our Industry Expert Team