Save time and storage costs by electronically archiving documents against NAV records. Use the simple "Drag and Drop" functionality and direct document scanning to archive a document against the record. Set up rules for storing different types of documents in specific locations in NAV, on a file storage or on you SharePoint Intranet.
Watch the demonstration video to learn how Document Receiving can help you manage incoming documents.
Taking advantage of the latest technologies, the Add-on provides a simple user interface. Users can drag and drop electronic documents, including emails onto the Document Receiving+ area. Scanning paper documents is a straightforward, one-click process.
Various scanning options are available, such as PDF conversion, character recognition for document searching and duplex scanning. Filed documents can be stored in NAV, to a location on the network or on SharePoint.
Document Receiving is especially beneficial for companies that receive large volumes of paper documentation or companies that need tools to quickly process electronic documentation whilst maintaining document traceability.
Our Document Receiving+ has now been extended to include a button in Microsoft Office® Outlook for easy order / invoice creation. Watch our demonstration video so see how Outlook Integration can enhance your processes:
Effective document management is an important consideration for companies of any size and from any industry. Companies receive a large amount of documents, on a regular basis, from a wide range of sources. Managing these essential documents is crucial to maintaining efficient operations throughout a company. Aside from physical storage issues, it can be very inefficient to try and manually match up paper documents with contacts stored electronically on your NAV system. Processing and filing electronic documents can be a time consuming process with many opportunities for human error leading to misplaced documents.
With this in mind, Dynamics Consultants have developed an Add-on solution so that you can scan documents straight into NAV or drag and drop electronic documents from multiple locations into NAV. With Document Receiving users are able to quickly file documents and link them to NAV records, such as orders, invoices, customers or vendors. As part of our DC Communication Suite this add-on is Certified for Microsoft Dynamics (CfMD).
|Feature||Document Receiving||Document Receiving+|
|Electronic document processing including emails|
|Document scanning including PDF conversion, OCR for searchable text and double sided scanning|
|Document storage to file location or Dynamics NAV with parametrised file name|
|Document approval enhancements: links to Dynamics NAV documents included in approval emails|
|Maintain document traceability during posting|
|Preview documents in Dynamics NAV (i.e. PDFs, pictures, HTMLs) or open them from NAV with the appropriate third party software (i.e. Adobe Reader)|
|Document Storage to SharePoint: automatic metadata population, document assignment to libraries, and parameterised file name|
|Batch processing of scanned documents|
|Link to Document Sending - attached documents can be resent with our document sending solution|
|Advanced Document Search & Export|
|Outlook Button Integration - easy order / invoice creation within NAV|
The ROI calculator is based on the standard DC Document Receiving solution with installation, key user training and the first year of enhancement and support. Time to achieve ROI is rounded up to the nearest month and values are an estimate based on your typical values. Calculations are based on 8 hour days and 5 working days per week, 19 working days per month and 228 working days per year. All prices are based on GBP.
CLICK HERE To download the Document Receiving brochure
For more information about our Document Receiving Add-on or to discuss anything regarding ERP, please contact us: