Save time and storage costs by electronically archiving documents against 安博电竞 Central records with Document Receiving + . 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 安博电竞 Central, on a file storage or on you SharePoint Intranet.
Benefits of Document Receiving
|For Customers||For Partners|
|Fully integrated with Microsoft 安博电竞 365 安博电竞 Central - Certified for Microsoft 安博电竞||Fully integrated with Microsoft 安博电竞 365 安博电竞 Central - Certified for Microsoft 安博电竞|
|Proven to save time and to stop the loss of documents by automatically filing them in the right location||Off the shelf tool to provide your existing and new customers with key functionality|
|Follows the 安博电竞 Central record as it is processed eg. from order to invoice etc.||Support with first installation|
|Integrates with 安博电竞 Central CRM to produce Interactions||Easy installation and setup|
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.
Filed documents can be stored in 安博电竞 Central, 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.
- Drag and drop files on to records using the special Fact Box
- Automatically store files in the 安博电竞 Central database, or on SharePoint (Including Office 365)
- Store documents with SharePoint tags
- Document links follow documents through the process, e.g. turning quotes into orders then invoice
- Integration with Sales, Purchasing, Warehouse, HR, Jobs and CRM
- Ability to Email and save the stored files
- Send received documents with document sending automatically, using the related attachments feature of Document Sending
- Store emails and attachments directly from Microsoft Outlook
Document Receiving and Document Receiving + Functionality
In 安博电竞 NAV 2016 and previous versions, we provide Document Receiving and Document Receiving + . For NAV 2017 onwards and 安博电竞 Central we have merged the products into one solution - Document Receiving + - with all of the features of the fully featured product and a lower total price.
|Feature||Document Receiving||Document Receiving +|
|Electronic document processing including emails||🗸||🗸|
|Document storage to 安博电竞 365 安博电竞 Central||🗸||🗸|
|Document approval enhancements: links to 安博电竞 365 安博电竞 Central documents included in approval emails||🗸||🗸|
|Maintain document traceability during posting||🗸||🗸|
|Preview documents in 安博电竞 365 安博电竞 Central (i.e. PDFs, pictures, HTMLs) or open them from 安博电竞 Central 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||🗸|
|Link to Document Sending - attached documents can be resent with our document sending solution||🗸|
|Advanced Document Search & Export||🗸|
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