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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

Document Pro is a single repository that allows you to manage all of your business records and documents. An online platform allows you to monitor employee access, document revisions and change requests, as well as approve documents. You can customize documents to fit your structural needs by creating unlimited levels and folders. The system follows a pre-programmed structure. Level 1 is for Quality Manual, level 2 for Processes and levels 3 and 4 are for Work Instructions or Checklists. This is especially useful for integrated management systems. One source of truth for all documents within the Organization, which includes Management Systems documents such as forms and documents. DocumentPro allows you to model your current management system with minimal impact on existing disciplines. Facilitates integrated document management systems for organizations that have multiple standards.

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

No price information available.
Free Trial No 
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 No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Omnex Systems

Founded

1986

Country

United States

Website

www.omnexsystems.com/products/docpro-document-management-software

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

Document Management

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

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