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What is Inogic SharePoint Security Sync?

Integrate security privileges between Dynamics 365 CRM and SharePoint to mitigate risks associated with document and attachment storage in SharePoint, ensuring that access to SharePoint aligns with the security levels established in Dynamics 365 CRM. Additionally, any adjustments made to security privileges in Dynamics 365 CRM must be reflected in SharePoint promptly. Key Features: - **Security Management**: Access to SharePoint folders is governed by the security roles assigned in Dynamics 365 CRM. - **Real-Time Synchronization**: Privileges are automatically updated whenever user access changes, such as when a record is shared or a user is added to a team. - **Historic Folder Security**: Existing folders linked to Dynamics 365 CRM records will have their security privileges synchronized to maintain consistency. - **Support for Multiple SharePoint Sites and Folders**: Users can connect and manage files across various SharePoint sites and folders simultaneously. - **Drag & Drop Functionality**: A user-friendly interface allows for the easy upload of multiple files and folders through a simple drag and drop action. - **Link Generation**: Create anonymous links for documents to facilitate sharing outside your organization securely. - **Email Integration**: Send files as attachments or links directly from Dynamics 365 CRM, streamlining the process without the need for multiple clicks to download and attach documents. - **Comprehensive File Management**: Users can conduct deep searches, view, rename, and delete files within SharePoint, enhancing overall file handling capabilities.

What is DocView Capture?

DocView Capture is a sophisticated cloud-based software designed for the capture and intelligent processing of documents. It supports browser-based scanning with TWAIN/WIA scanners and can effortlessly import various file formats such as PDFs, TIFFs, and images from diverse sources including email, local directories, SharePoint, S3, or via REST APIs. The application improves image quality and organizes documents by leveraging barcodes or recognizing blank pages, while it classifies content through established rules or machine learning techniques, and extracts crucial data points using cutting-edge technologies like OCR, handwriting and checkbox recognition, line-item tables, as well as AI solutions from providers like Azure, Google, AWS, Claude, OpenAI, Gemini, and DocView OmniRead. Review processes are enhanced with validation rules, lookups, confidence scoring, and a four-eyes verification approach. With a library of 72 templates, it accommodates a wide array of document types, such as invoices, purchase orders, bank statements, and meets various industry-specific requirements in sectors like HR, tax, logistics, insurance, healthcare, and loans. The software also offers data export capabilities in searchable PDF formats, along with XML, CSV, JSON, Excel, PDF/A, or SQL formats, ensuring compatibility with platforms like SharePoint, SAP, Dynamics 365, Salesforce, Xero, and QuickBooks. Furthermore, users can choose to deploy modules in the vendor’s cloud or host them on their own Azure, AWS, or Google Cloud environments, or opt for Windows services or on-premises installations, providing both flexibility and scalability to meet their operational needs. This adaptability positions DocView Capture as a comprehensive and essential solution for organizations aiming to elevate their document processing efficiency.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Microsoft SharePoint

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$250/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

bit.ly/3s90DdO

Company Facts

Organization Name

Dev Soft UK

Date Founded

2013

Company Location

United Kingdom

Company Website

docview.ai/products/docview-capture.html

Categories and Features

File Sync

Real Time Synchronization

Categories and Features

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