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Average Ratings 0 Ratings

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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

DocView Capture is an advanced software solution for document capture and intelligent processing that operates in the cloud. It accommodates browser-based scanning utilizing TWAIN/WIA scanners and can seamlessly import various file types, including PDFs, TIFFs, and images from a multitude of sources such as email, local folders, SharePoint, S3, or through REST APIs. The system enhances image quality, organizes documents by utilizing barcodes or identifying blank pages, classifies content through established rules or machine learning algorithms, and extracts relevant data points using advanced technologies like OCR, handwriting and checkbox recognition, line-item tables, as well as AI systems from providers such as Azure, Google, AWS, Claude, OpenAI, Gemini, and DocView OmniRead. Review processes are bolstered by validation rules, lookups, confidence scoring, and a four-eyes verification system. With 72 templates available, it covers a diverse range of document types including invoices, purchase orders, bank statements, and various industry-specific needs such as HR, tax, logistics, insurance, healthcare, and loans. Additionally, the software can export data in searchable PDF formats as well as XML, CSV, JSON, Excel, PDF/A, or SQL formats, making it compatible with systems like SharePoint, SAP, Dynamics 365, Salesforce, Xero, QuickBooks, among others. Users can opt to run modules in the vendor’s cloud or host them in their own Azure, AWS, or Google Cloud environments, as well as utilize them as Windows services or on-premises installations, providing flexibility and scalability based on their operational requirements. This versatility makes DocView Capture a comprehensive solution for organizations looking to enhance their document processing capabilities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Azure Blob Storage Yes 
Dropbox Yes 
Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 

Integrations

Azure Blob Storage No 
Dropbox No 
Microsoft Dynamics 365 No 
Microsoft SharePoint No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$250/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Dev Soft UK

Founded

2013

Country

United Kingdom

Website

docview.ai/products/docview-capture.html

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

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