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What is Perftech.DocSay?

Perftech.DocSay is a versatile document management solution designed for efficient handling of information in contemporary settings. This solution offers extensive customization options, enabling it to align seamlessly with your organizational workflows and requirements. With Perftech.DocSay, you can oversee a variety of documentation needs such as managing ISO-related documents, invoices, project management files, and quality assurance records. Additionally, it provides a secure space for storing original documents like contracts and quotations. The system facilitates the processing of incoming mail along with all necessary associated procedures, ensures accurate validation and capture of invoices, and allows for the electronic archiving of ERP documents. It also supports the management of project documentation and quality systems, including ISO standards. Moreover, the automation of document workflows enhances operational efficiency, while the system's open architecture allows for easy integration with ERP solutions. This flexibility further enhances its utility across diverse business environments.

What is MetaDocs?

MetaDocs, developed by MetaOption LLC, offers a comprehensive document management solution that effortlessly connects with Microsoft Dynamics 365 Business Central. This system enables users to swiftly scan physical documents into Dynamics 365 Business Central, while also allowing for easy drag-and-drop uploads of digital files from various sources directly into NAV. Additionally, users have the capability to establish rules that dictate how different document types are stored within Business Central, with these rules applicable across SharePoint Intranet, local drives, cloud storage, or designated folders. Conveniently, users can access their documents from any location outside the office using any web browser, as well as on mobile devices through our Android and iOS applications. This flexibility ensures that essential documents are always within reach, enhancing productivity and collaboration across teams.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Microsoft SharePoint

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

Perftech d.o.o.

Date Founded

1989

Company Location

Slovenia

Company Website

www.perftech.si/

Company Facts

Organization Name

MetaOption

Date Founded

2005

Company Location

United States

Company Website

www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/

Categories and Features

Document Management

Not specified

Document Workflow

Not specified

Categories and Features

Document Management

Collaboration Tools
Document Archiving
Document Assembly
Document Indexing
Document Retention
File Type Conversion
Offline Access
Optical Character Recognition
Version Control

Document Scanner

Not specified

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Easy Data Access