Document Management for Navision allows you to attach scanned document files, PDF documents, Excel spreadsheets, e-mail messages, or any other type of file to any record in the Navision system. Once attached, an indicator lets you know that the Navision record has file attachments and the file can be opened and viewed from within Navision.

Document Management allows you to:

• Attach scanned images of external hardcopy documents like invoices, purchase order, and contracts to the corresponding records in Navision.

• Attach Excel spreadsheets as detail backup for journal entries, estimates, etc.

• Use templates to guarantee that all relevant information is always included in your documents.

• Find your scanned documents using Navision's Navigate function.

• Save and view all known file formats incl. Adobe, AutoCAD, HTML, Office and MP3.

Document Management relies solely on the infrastructure of Navision. It uses the Navision database and offers the same level of accessibility and user security as Navision.  When you back up your Navision data, you will simultaneously back up your documents.  Scanned documents can be found using the same intuitive routines you are already using in Navision. The documents can be found using the Navigate function, and a scanned document attached to a posted invoice can be found with the Navigate function. The Document Journals function enables this solution to work in conjunction with various scanning applications like Adobe Capture and OmniPage Pro.  You can retrieve all types of documents, view them and import them into Navision, just as through they were ordinary ledger entries.

Using Templates promotes efficiency, gives uniformity to documents, and guarantees that all relevant information is included.  Letters, quotes, price-lists, spreadsheets, etc. are easily standardized throughout your organization because with Document Management for Navision, all new documents can be based on pre-designed templates. These will automatically follow the relevant case, customer or account. Templates allow for faster, better service for your customers, and enhance correspondence and information sharing between you and your colleagues.