MetaDocs – Document Management Add-On for NAV

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.