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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.
Description
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint.
Features
Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM
Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders
Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once
Create Link: Generate anonymous links to the documents to share the documents outside of your organization
Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
File management: Deep Search, View, Rename and Delete files from SharePoint provided you
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365
No
Microsoft SharePoint
No
Pricing Details
$250/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
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
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Dev Soft UK
Founded
2013
Country
United Kingdom
Website
docview.ai/products/docview-capture.html
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3s90DdO
Product Features
Product Features
File Sync
Audit Trail
No
Backup and Recovery
No
Conflict Detection
No
Real Time Synchronization
Yes
Remote Synchronization
No
Synchronization Scheduling
No
Two-Way Synchronization
No
Alternatives
No Alternatives
