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What is Invu Document Management?

Managing document storage can present a number of challenges. It's essential to not only protect documents but also to enable the appropriate users to access them swiftly. These complexities are compounded by the increasing influx of critical business emails, which can lead to vital information becoming lost or improperly managed within individual users' inboxes. Invu Document Management software addresses these issues by offering indexing and storage capabilities for a wide variety of document types, all while being customizable, compliant, and fully searchable by text. This software serves as an excellent solution for handling the substantial volume of documentation within your organization, while also minimizing reliance on paper records. Additionally, Invu Document Management provides a versatile approach that seamlessly integrates with your current Microsoft applications and other business software. Through Microsoft Office, users can easily import documents electronically and quickly scan emails with attachments or physical documents, enhancing overall efficiency. Moreover, this integration streamlines workflows, ensuring that document management becomes more intuitive and effective for all users involved.

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 365
Microsoft Office 2021
Microsoft Outlook
Microsoft SharePoint

Integrations Supported

Microsoft Dynamics 365 Business Central

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Free
DocXtender is a free app for Dynamics 365 Business Central
Free Version
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Agilico

Company Location

United Kingdom

Company Website

www.agilico.co.uk/invu-document-management/

Company Facts

Organization Name

Insight Works

Date Founded

2008

Company Location

Canada

Company Website

www.dmsiworks.com

Categories and Features

Document Management

Not specified

Categories and Features

Document Management

Archiving & Retention
Document Retention

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