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What is Cleardata Electronic Document Management?

Is your organization contemplating the shift towards digital management of its paper records? Wouldn't it be advantageous to consolidate all your information into a single electronic filing cabinet that facilitates shared access and automates processes? Electronic Document Management (EDM) may be an ideal fit for your requirements. Essentially, EDM establishes a centralized digital repository for all your documents, records, and data. Cleardata offers a wide range of EDM solutions, including optional managed services designed to help with the digitization and capture of both existing and incoming paperwork. This digital filing cabinet acts as a user-friendly Electronic Document Storage system, allowing you to store, search, and retrieve your information with ease. You can implement this system either on-site or in the cloud, tailored to your unique needs. Moreover, the inclusion of workflow, automation, and authorization features streamlines the routing of documents to the appropriate individuals or departments. For example, invoices could be automatically sent to the finance team and then to the manager for payment authorization, thereby enhancing overall efficiency. By adopting EDM, your organization could significantly optimize its operations, improve document accessibility, and ultimately foster better collaboration among team members. Transitioning to a digital management system could prove to be a transformative step for your organization.

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.

Media

Media

Integrations Supported

Microsoft Dynamics 365 Business Central

Integrations Supported

Microsoft Dynamics 365 Business Central

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
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

Cleardata UK

Company Location

United Kingdom

Company Website

www.cleardatagroup.co.uk/document-management/electronic-document-management/

Company Facts

Organization Name

Insight Works

Date Founded

2008

Company Location

Canada

Company Website

www.dmsiworks.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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