Automated document management for Microsoft Dynamics 365 Business Central/NAV.

At a glance:
The management of documents is

your challenge without the add-on.

Do you still rely on conventional, manual document entry? Then you will certainly still compare purchase orders and documents manually and need a lot of time to search for documents in the archive. The location dependency should also be mentioned.

In summary, the conventional procedure is time-consuming, costly and error-prone and costs you time and money. We are of the opinion that these every day, administrative processes can be digitized and automated.

Work more efficiently

with Continia Document Capture.

The Document Capture add-on from our partner Continia is a certified add-on for Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision). Continia Document Capture is seamlessly integrated into Dynamics 365 Business Central.

The tool allows you to process all types of incoming documents. The add-on allows your employees to view and approve invoices electronically without the need to physically have the original invoice in paper form.

Document analysis using optical character recognition (OCR)
Using a template system in conjunction with document analysis using optical character recognition (OCR) enables you to automatically extract data from captured documents.

PDF files are downloaded – on demand – directly from specified e-mail addresses and processed using OCR technology. This process runs automatically – i.e. without any action on the part of the user. Paper documents are scanned by desktop or network scanners and processed in the same way.

Further processing of analyzed data
In addition, you can subsequently continue working with this data in Dynamics 365 Business Central (e.g. purchasing process in the Accounts Payable application area).

Archive
The digital archive contains all PDF files and scanned documents, which can be easily accessed via Dynamics 365 Business Central. If you want to view the document again, you can easily retrieve the original electronic document within Dynamics 365 Business Central.

Traceability
An electronic record is kept at all times of which person approved an invoice and when.

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the details at a glance.

Functions

  • document information from scanner or e-mail directly into the system
  • purchase order matching: incoming invoices vs. purchase orders
  • approval workflow in client and web browser (e.g. limit-based, four-eyes, groups, flow, dimension/cost center) via receipt of an email with a direct link to the Dynamics 365 Business Central approval window or web portal
  • digital filing and full text search via Dynamics 365 Business Central or the Document Capture Web Portal
  • ability to customize business logic for additional internal and external document types (e.g. damage reports, service reports)

Extras

  • installation of the add-on
  • setup of a document type (e.g. import of order headers, import of purchase delivery bills or import of purchase invoices)
  • training of your employees

Compatibility

  • Dynamics 365 Business Central
  • Dynamics NAV

Deployment

  • Cloud
  • On-Premise
Checking:

To what extent does the add-on extend the standard?

It’s me again, Theo the technology interpreter!

I would like to clarify how Document Capture extends the standard of Microsoft Dynamics 365 Business Central.

Criteria System standard Document Capture
OCR recognition of documents
Automated document management:

What advantages does Document Capture offer?

Functionaliy in the home office

Optimize your electronic document flow and register different documents relaxed from the home office.

Savings in time

Your effort is minimized by automated data capture using optical character recognition (OCR).

Web browser

For example, to approve invoices, you can access documents either directly from Dynamics 365 Business Central or via a web browser.

Full text search

Search for documents using the full-text search and track who approved a document and on what date at any time.

Our Partner:

This is Continia Software.

Continia

Our partner Continia Software has set itself the goal of accelerating your processes. In more than 25 years Continia has gained experience in making Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision) more effective for customers.

From automated document processing and a confirmation portal to automated registration of travel activities, Continia Software offers many useful add-ons.

Prices:

What does the Continia Document Capture add-on cost?

anaptis

Price overview

Navigate to the price overview of all products. There you will find the prices per user and month.

to the price overview

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Individual request

You can also request your individual offer. For example, if you still have questions about the product.

to the individual offer

We are happy to advise you on

automated document management for Microsoft Dynamics 365 Business Central 365/NAV.

Get to know us and our solution! We will be happy to present the product to you in a free initial consultation. You can assess whether we as a partner and Document Capture for Dynamics 365 Business Central as a solution are a good fit for you. Alternatively, we will be happy to provide you with a trial version.

  • Insight into the functions
  • Thematization of your key areas
  • Individual consulting for you

We are looking forward to your request!

How can we help you?

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