Extending the Reach of Your Data and Processes

Document Manager

Link Documents to Your Data - Access from Many Applications

Document Manager enables you to link your files to transactions according to the way you use them, by task or project, inventory, customer, purchase order, etc. You can easily associate network or Sharepoint files with a variety of applications. Link a file to data in one software application and open it in a different application!

When you have the power to launch any file from a single screen that is linked to all of your key software programs, documents are no longer trapped within individual applications, or hidden out on your network. Now there’s no need to search for documents while a client waits on a call, simply launch Document Manager from the data in your Dynamics or other applications.

Flexible Integration— Link files, or documents to Dynamics application data, then access from any Dynamics screen, or other application that contains that data.

Intuitive Display— Improves productivity by allowing users to make notes regarding documents, versions according to their needs. Drag and Drop documents from locations on your network and even from Sharepoint.

Single-Click Organization— Saves time by allowing you to handle multiple documents simultaneously and access files from your network, or Sharepoint servers.