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What is Document Pro?

Document Pro serves as a comprehensive hub for the organization and management of all business records and documents. This online platform enables you to track employee access, oversee document revisions, manage change requests, and grant document approvals seamlessly. You have the flexibility to tailor documents according to your organizational structure by establishing an unlimited number of levels and folders. The system is designed with a predefined structure, where Level 1 pertains to the Quality Manual, Level 2 is designated for Processes, and Levels 3 and 4 are allocated for Work Instructions or Checklists. This feature is particularly advantageous for organizations implementing integrated management systems. Acting as a single source of truth for all organizational documents, it encompasses various Management Systems documents, including forms and other critical documentation. Document Pro empowers you to model your existing management system with minimal disruption to current practices, making it ideal for organizations adhering to multiple standards. Additionally, the platform enhances collaboration by providing a centralized location for all documentation needs, ensuring that teams can operate more efficiently and effectively.

What is Attach2Dynamics?

Attach2Dynamics is a document management solution that facilitates the effortless management of attachments across various cloud storage platforms, including SharePoint, Dropbox, and Azure Blob Storage, while seamlessly integrating with Dynamics 365 CRM. Users can easily drag and drop files, or select multiple files or a single folder for upload to their preferred cloud storage. The interface is designed for convenience, enabling users to view all files and folders linked to the current record in the configured cloud storage. In addition to these features, you have the ability to rename, email, delete, and preview files or folders, as well as generate shareable hyperlinks for easy distribution to others directly from Dynamics 365 CRM. This comprehensive functionality streamlines workflow and enhances collaboration among team members.

Media

Media

No images available

Integrations Supported

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint

Integrations Supported

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Omnex Systems

Date Founded

1986

Company Location

United States

Company Website

www.omnexsystems.com/products/docpro-document-management-software

Company Facts

Organization Name

Inogic

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

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

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

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