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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
Initially, a single document was all it took to establish your business's legitimacy; however, over time, your collection of documents has expanded and become increasingly chaotic across various platforms and devices. Many businesses resort to temporary solutions like Dropbox or SharePoint to manage their documents, but these methods often fall short of providing a real solution. In contrast, Real File offers a robust document management system specifically designed for organizations rather than individual users. Powered by the reliable and redundant Amazon cloud, Real Directory ensures that your documents are securely encrypted and safeguarded with SSL technology, which is the same level of protection used for credit card transactions. As your business grows, our cloud storage adapts to your needs, eliminating concerns about running out of space or bandwidth. Moreover, we handle all software and management tasks, allowing you to focus on what matters most—your business. With the ability to work directly from a web browser, you can access files from anywhere using our web client, while also managing user accounts to grant employees or customers access to designated folders or documents. This comprehensive approach to document management empowers your organization to operate more efficiently and securely in today's fast-paced environment.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Dropbox
Microsoft SharePoint
Amazon Web Services (AWS)
Azure Blob Storage
Microsoft Dynamics 365
Integrations
Dropbox
Microsoft SharePoint
Amazon Web Services (AWS)
Azure Blob Storage
Microsoft Dynamics 365
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
Real Time Solutions
Country
United States
Website
www.rtsolutions.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
Directory
Advertising Management
Customer Portal
Design / Layout
Listing Management
Payment Processing
Review Management
SEO Tools
Search / Filter