Microsoft Dynamics Document Management

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• Compatiblity List
• Key Features
• Publications
• Scanning Services
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• Complete Feature List

• Automate Document Routing and Approvals
• Reduce Filing Costs
• Eliminate Offsite Storage Fees
• Share and Collaborate Securely
• Find Documents Quickly
• Be up-and-running in hours!

What Microsoft Dynamics Document Management?

docAssist™ is simple to use, integrated with Microsoft dynamics, and full of features that meet the most challenging document management needs.

Import Files, Scan Documents, Collaborate & Approve, and access online!

Find out more about our document capture, document indexing, enterprise application integration, document workflow, and automated output functionality.

Microsoft Dynamics data integration with a single-click

docAssist provides instant compatibility with all of your existing and future business applications including the entire Microsoft Dynamics suite.

That means you can open a vendor record in Great Plains and, with a single click, displaying every invoice the vendor has ever sent you. Instantly link any document in docAssist with a particular record, transaction, or vendor in your Dynamics product for one-click retrieval.

Microsoft Dynamics Document Management Integration

Completete Microsoft Dynamics Compatibility
Microsoft Dynamics AX Microsoft Dynamics CRM Microsoft Dynamics GP	Microsoft Dynamics NAV Microsoft Dynamics RMS Microsoft Dynamics SL
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For a complete list of compatible applications click here.

 

Microsoft Dynmaics Document Management

	Summary	Advantage
Microsoft Dynamics Document Scanning
	Capture documents from any standard TWAIN compliant scanner interface.	Access the industries most widely used capture interface for maximum compatibility.
Microsoft Dynamics File Storage
	Store any windows file (Word, Excel, PowerPoint, etc.) into docAssist so you can securely store, route, and retrieve it anywhere on the web.	Provides instant data back-up for your documents while increasing collaboration and efficiency.
Microsoft Dynamics Integration
	Relate documents in docAssist with data in your accounting or ERP systems. Perform single-click integration & search within your existing business applications.	Reduce data entry errors, speed document processing, access and relate your valuable business knowledge like never before.
No-hassle Integration
	No consulting, customization or back-end database work. Start integrating you business applications and docAssist in minutes.	Get started quickly with little or no IT resources, and no lengthy consulting engagements required. Maximize time to value.
Microsoft Dynamics Document Collaboration & Version Control
	Share documents with the ability to check-out and check-in so everyone is aware of who has the latest copy. Maintain previous versions so you can roll-back or compare previous iterations.	Collaborate more effectively and avoid duplication of effort. Never fall victim to bad edits, just roll back to a previous version.
Flexible Workflow Design
	Convert existing paper-based processes to efficient online workflows. Create workflows that are as simple or complex as you require with our accessible web-based admin tools.	Create nearly any process you can imagine. Map existing processes or create new ones to mange your operations more efficiently.
Electronic Signatures
	Track and maintain an auditable history of each documents review and approval cycles. User, time, and process specific data is captured and stored historically for easy validation and auditing.	Enforce your important internal and regulatory procedures with quick and easy electronic signatures. Easy approvals mean faster processing.