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Electronic Document Storage for Dynamics 365 Business Central

Save time and storage costs by electronically archiving documents against Business 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 Business Central, on a file storage or on you SharePoint Intranet.

Benefits of Document Receiving

 

For Customers For Partners
Fully integrated with Microsoft Dynamics 365 Business Central - Certified for Microsoft Dynamics Fully integrated with Microsoft Dynamics 365 Business Central - Certified for Microsoft Dynamics
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 Business Central record as it is processed eg. from order to invoice etc. Support with first installation
Integrates with Business Central CRM to produce Interactions Easy installation and setup

 

Demonstration

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 Business 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.

Features

  • Drag and drop files on to records using the special Fact Box
  • Automatically store files in the Business 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 Dynamics NAV 2016 and previous versions, we provide Document Receiving and Document Receiving+. For NAV 2017 onwards and Business 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 Dynamics 365 Business Central 🗸 🗸
Document approval enhancements: links to Dynamics 365 Business Central documents included in approval emails 🗸 🗸
Maintain document traceability during posting 🗸 🗸
Preview documents in Dynamics 365 Business Central (i.e. PDFs, pictures, HTMLs) or open them from Business 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   🗸

I find their approach to our relationship very professional whilst being refreshingly realistic. We now consider them to be part of our team
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Technical Director, Bainbridge International

Partner with the Experts

With over 300 years of combined experience in Microsoft business solutions, our team will help to get you up and running, as well as building a partnership that keeps you supported, all from our UK offices. 

From functionality and licensing to business strategy, we like your questions; contact our experienced team for open, honest and reliable advice so that we can find the answers.