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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.
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