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What is DocXtender?

Insight Works offers DocXtender, a complimentary utility that enables users to effortlessly attach documents to any page in Microsoft Dynamics 365 Business Central through a straightforward drag-and-drop feature. This tool is compatible with all pages in Dynamics 365 Business Central that permit attachments. With DocXtender, users can conveniently link customer purchase orders to orders, invoices to purchase orders, quality documents to receipts, and various other files to pages within the Dynamics 365 Business Central environment, enhancing document management and organization. Furthermore, the intuitive interface of DocXtender makes it accessible for users of all technical levels.

What is Colligo Briefcase?

Facilitate access to essential content for mobile and field workers by leveraging offline caching features, regardless of their connectivity conditions. Users are empowered to view, modify, upload, and share a variety of SharePoint materials, such as documents, images, and emails. Boost the efficiency of mobile employees and foster collaboration through user-friendly search and sharing functionalities. The Briefcase SharePoint desktop application provides a means for users to track site activities and access all content stored in the Microsoft 365/SharePoint environment, even when they are offline. SmartSync technology plays a crucial role in automatically detecting and resolving any conflicts, guaranteeing that users can always retrieve the latest content, even in offline mode. Additionally, support for a Bring Your Own Device (BYOD) policy is enhanced without compromising compliance with information management regulations. Administrators have the capability to centrally oversee user and synchronization settings while distributing content to targeted user groups, simplifying the entire workflow. This all-encompassing system not only streamlines operations but also empowers teams to maximize their productivity, regardless of their geographical location or internet availability. Ultimately, it creates a more flexible and adaptable working environment for all users.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft SharePoint
Microsoft Teams

Integrations Supported

Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft SharePoint
Microsoft Teams

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Insight Works

Date Founded

2008

Company Location

Canada

Company Website

www.dmsiworks.com

Company Facts

Organization Name

Colligo

Date Founded

2000

Company Location

Canada

Company Website

www.colligo.com/sharepoint-app/sharepoint-mobile-app/

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Mobile Content Management System

Data Synchronization
Document Management
File Sharing
Mobile Capture
Offline Access
Permission Management
Personalization
Search
Templates
Version Control

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