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support

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

Kenesto is a cloud-based storage system used to manage engineering, design, construction documents. Less expensive than enterprise PDM software, Kenesto offers automatic file locking, versioning and vaulting, 2D/3D viewing and web-based design review tools that are not available in consumer-grade cloud storage solutions like Dropbox and Google Drive. The solution acts like a mounted disk in customer's office, but with a single source of truth in cloud. File locking prevents users overwriting each other's data. All files are kept in perpetuity. Windows Explorer's familiar user interface allows files and folders to be arranged in the same manner as a C Drive. Kenesto supports workflows and tasks. SolidWorks plugin is free. All files are encrypted and stored in secure AWS S3 storage.

API Access

Has API

API Access

Has API

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Integrations

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint
OpenBOM
PlansandSpecs
SOLIDWORKS

Integrations

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint
OpenBOM
PlansandSpecs
SOLIDWORKS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$27/user/month (single user)
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

Kenesto Corporation

Founded

2007

Country

United States

Website

www.kenesto.com

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

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

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

PDF

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Product Data Management

Bill of Material Management
Document Management
Formula Management
Product Analytics
Product Lifecycle Management
Testing Management
Version Control

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