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What is Qualis DMS?

The Qualis document management system provides a robust and secure solution for handling documentation, ensuring that users can access regulated and up-to-date materials efficiently. With its workflow-driven document approval process that includes features like revision tracking, users are guaranteed access to the latest approved versions, significantly reducing the risk of using outdated documents. This adaptable workflow can be customized to fit specific roles within the organization, allowing for the implementation of multiple workflows tailored to different types of documents. Additionally, the system promotes sustainability by reducing paper usage and storage requirements while also ensuring the secure storage and easy retrieval of documents. By limiting distribution to only those documents that have received approval, it effectively mitigates the risk associated with disseminating obsolete copies. Moreover, it strengthens regulatory compliance by offering controlled access and facilitating straightforward document searches. All associated metadata is consolidated in a flexible centralized database that is compatible with various systems, such as MS SQL, Oracle, and Postgre SQL. In summary, the Qualis DMS is an all-encompassing solution for document management and distribution within organizations, enhancing both efficiency and compliance throughout the process. Ultimately, this platform not only streamlines document oversight but also fosters greater collaboration among users, ensuring a cohesive approach to managing vital information.

What is CB D365 SharePoint Permission Replicator?

The CB Dynamics 365 SharePoint Permissions Replicator effectively bridges the security divide by ensuring that permissions between Dynamics 365 and SharePoint are automatically synchronized, thereby safeguarding your documents. It stands out as the only solution on the market capable of performing this crucial task. With complete automation, it guarantees the safety and integrity of all Dynamics 365 / CRM documents, eliminating the dangers of data loss, reputational damage, or breaches of GDPR compliance. Our innovative solution mirrors the permissions framework of D365, making certain that SharePoint folders are aligned with your CRM's security model. Designed to enhance functionality, the CB Replicator continuously tracks permission changes for D365 data items and seamlessly synchronizes these updates with the corresponding SharePoint items in real-time. Additionally, it integrates smoothly with the SharePoint Structure Creator and the CB D365 Seamless Attachment Extractor, creating a robust ecosystem for document management. By leveraging this solution, organizations can maintain a secure and efficient workflow.

Media

Media

Integrations Supported

Connect Bridge
Microsoft Excel
Microsoft Word
Oracle SQL Developer
PostgreSQL
SQL Server

Integrations Supported

Connect Bridge
Microsoft Excel
Microsoft Word
Oracle SQL Developer
PostgreSQL
SQL Server

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$4 User /Month
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

Agaram

Date Founded

1995

Company Location

India

Company Website

www.agaramtech.com/product/qualis-dms/

Company Facts

Organization Name

Connecting Software

Date Founded

2007

Company Location

Austria

Company Website

www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

Categories and Features

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

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

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

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

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