edoc NAV plugin ecm User Guide
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Understanding edoc NAV plugin ecm

edoc NAV plugin ecm is an integration between Microsoft Dynamics NAV and an ECM system, e.g. d.3one (d.velop documents (on-premises)) or Microsoft SharePoint.

With the plug-in, you can quickly and seamlessly access documents and information stored in an ECM system from your ERP system, for example.

Quick overview of ECM documents for a process

With the edoc plugin ecm menu function, you can switch directly from a process in Dynamics NAV to the ECM system. Whether you are then shown the documents for a process or a folder or the associated document directly is determined administratively in advance.

Accurate opening of the ECM application

Depending on how your administrators configure the edoc plugin ecm menu function, the ECM web application can be displayed as a separate tab in the browser or directly in a dialog box in Dynamics NAV.

Use workflow and tasks in d.velop documents

You can use the Tasks and messages feature to process individual tasks in a team (workflow).