Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
Product Features
Alternatives
Alternatives
No Alternatives