Understanding edoc NAV archivelink

With edoc NAV archivelink, you can seamlessly expand the Microsoft Dynamics NAV functions with numerous Enterprise Content Management functionalities (document management).

Archive outgoing documents

The documents generated in Dynamics NAV are automatically stored systematically in your d.3ecm system, so you no longer have to worry about archiving documents for vendors. With the ECM drop zone in the FactBox in Dynamics NAV, you can easily attach documents to a process (sales order, packing slip, invoice). The attached or generated documents are automatically stored in the d.velop documents system in the corresponding category (document type).

Process incoming documents

Incoming documents, e.g. packing slips, incoming invoices, which you receive as paper, can be provided with a barcode and scanned. In this way, the documents are systematically stored in the ECM system (properties, file linking). The documents are mapped to a record in Microsoft Dynamics NAV based on the properties and the document properties in the ECM system are updated with the process data. The documents are then automatically and uniquely linked to a record in Dynamics NAV and can be found in the ECM system.

Automatic generation of digital ECM files

When you create a process in Dynamics NAV, digital files (dossiers) can be created in the ECM system using edoc NAV archivelink. If, for example, a new customer (debtor) or a new sales order is created for a customer in Dynamics NAV, the respective digital file is generated in the ECM system. You always work with the same data and structures in Dynamics NAV and the ECM system.