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Average Ratings 0 Ratings

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ease
features
design
support

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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

netDocShare enables real-time viewing and editing of NetDocuments content across Teams, SharePoint, and various web applications. This tool empowers your organization to access and modify any NetDocuments content seamlessly within Microsoft Teams, SharePoint, or other preferred web platforms. You can easily pin the netDocShare app to the Teams navigation bar, incorporate it into Team Channel Tabs, or add it to a SharePoint or web application page for convenient access to NetDocuments content stored in Cabinets, Workspaces, Folders/Sub-Folders, CollabSpaces, as well as Saved Searches and Filters. The interface is designed to be user-friendly for individuals without technical backgrounds, allowing for straightforward live viewing of NetDocuments content like Documents, CollabSpaces, Saved Searches, and Filters within SharePoint. With rapid deployment and configuration of WebParts, it presents documents from various sources, including folders, workspaces, and cabinets, ensuring an enhanced user experience. The folder tree structure is designed to mimic the familiar environment of systems like Windows Explorer, making navigation intuitive and efficient for users. This robust integration ultimately streamlines workflows and enhances collaboration across your firm.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Microsoft SharePoint
Azure Blob Storage
Dropbox
Lupl
Microsoft Dynamics 365
Microsoft Teams

Integrations

Microsoft SharePoint
Azure Blob Storage
Dropbox
Lupl
Microsoft Dynamics 365
Microsoft Teams

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$16000 per year
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

KLoBot

Founded

2019

Country

United States

Website

www.netdocshare.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

Team Communication

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

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