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What is Leapdocs?

Leapdocs offers an affordable and secure document management system catering to enterprises, small businesses, and start-ups. Users can easily import a variety of documents such as scans, Word documents, Excel spreadsheets, images, and emails from any source, allowing for a versatile workflow. The platform automatically indexes files to enable rapid searches, while organizing them into folders akin to traditional computer systems. Each file can have custom metadata attached, which allows users to record important attributes like Social Security Numbers, invoice numbers, or birth dates. User management features are enhanced by grouping capabilities, which provide specific permissions for files and folders that can be assigned directly or inherited. For added security, user activities are logged through an audit trail, ensuring accountability. With Automatic OCR technology, Leapdocs allows for Full Text Search across nearly all imported documents, along with advanced filtering based on custom metadata. The structure of Leapdocs emulates familiar online storage systems by categorizing files into folders, which simplifies navigation for users. Built on the Microsoft Azure platform, Leapdocs ensures strong encryption for files stored at rest, and its infrastructure is backed by a network of data centers worldwide to maintain uninterrupted service. This commitment to security and accessibility makes Leapdocs a practical and trustworthy option for all your document management requirements. Furthermore, its user-friendly interface is designed to enhance productivity, making it an ideal choice for those looking to streamline their document handling processes.

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

Integrations Supported

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint

API Availability

API Availability

Pricing Information

$25 per month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Leapdocs

Date Founded

2018

Company Location

United States

Company Website

www.leapdocs.com

Company Facts

Organization Name

Inogic

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

Categories and Features

Content Collaboration

Not specified

Document Management

Document Indexing
Optical Character Recognition

Categories and Features

Document Management

Not specified

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