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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Attach2Dynamics is an innovative document management tool that allows users to efficiently manage attachments across various cloud storage services such as SharePoint, Dropbox, and Azure Blob Storage directly from Dynamics 365 CRM. It incorporates user-friendly features like drag-and-drop functionality, the ability to browse, and the option to select multiple files or entire folders for upload to the preferred cloud service at once. The interface is designed for easy navigation, allowing users to view all files and folders linked to the current record within the configured cloud storage. Additionally, users can perform a variety of actions such as renaming, creating, emailing, deleting, and previewing files or folders, as well as generating shareable links for easy email distribution, all without leaving the Dynamics 365 CRM environment. This comprehensive integration enhances collaboration and streamlines document handling processes for businesses.

Description

Distribute documents that specify varying levels of access such as read-only, review, comment, or full access, and enable the assignment of individual permissions or team access with just a single click. It is also possible to generate secure links for external users. Utilize integrated online editors to create and modify text documents, spreadsheets, and presentations, ensuring complete compatibility with Microsoft formats. Efficiently organize and accurately place emails into your LEGALX document management system, while easily establishing rules to automate email filing and folder mapping. This system ensures that all files within designated folders remain organized, current, and accessible across cloud storage, mobile devices, and local computers. You can define and uphold directory structures to maintain consistent file organization across all platforms. Additionally, facilitate secure communication with your team through personal messages or group chats, and create a dedicated virtual workspace for each project that includes access control and a comprehensive audit trail. Enhance collaboration with secure video meetings that accommodate multiple participants and offer features such as screen sharing, recording capabilities, and waiting rooms, ensuring a productive environment for all participants. Furthermore, this comprehensive system allows for seamless integration of various communication tools, enhancing overall project management efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint

Integrations

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Cloudwork

Founded

2018

Country

China

Website

cloudwork.ai/product

Product Features

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

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

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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