Does the document management system you’re using (or considering) come up short as transaction volumes increase and workflows become more complex? Have you ever screamed, "WHERE IS THAT FILE (or email)?" in frustration?
Join the Datahaven team to see how its solution can ensure appropriate users have access to the information they need, whether they are in the office or working remotely.
Datahaven offers scanning, OCR, and electronic workflow solutions that automate any inbound and outbound document process based on any combination of business logic (such as dollar thresholds), Dynamics data (such as dimension codes), and document metadata (such as days since the last action).
During the webinar, we will discuss:
- Drag and Drop Archive– Easily store files against any NAV or BC transaction
- Virtual folder views – Quickly find the right file you are looking for with Datahaven’s patented virtual folder structures
- Accessible from Dynamics CRM or Outlook – Users can view and attach supporting information directly from Outlook or Dynamics CRM
- Automated Folder and File Naming – Ensure users are following corporate standards
- Configurable granular security – Control who can access information at any level