DocStash TAG Integration
durch Verosoft Design INC. (VSD)
DocStash is an add-on that helps users create, share, and store documents in Microsoft SharePoint.
DocStash is an add-on solution for Microsoft Dynamics 365 Business Central that helps users create, share, and store documents in Microsoft SharePoint. Now fully integrated with TAG.
Would you like to define your file/folder storage patterns and structures?
Do you want to populate metadata to improve your searches in SharePoint?
Do you want to automatically rename files when they are transferred to SharePoint?
Do you want to automatically back up your TAG uploaded documentation and have all files transferred to SharePoint?
DocStash is the solution for you!
SharePoint has never been more efficient
Thanks to DocStash simple and convenient add-on that makes it easy for users to generate, share, and store documents in Microsoft SharePoint within Microsoft Business Central. now directly from TAG. With just a few clicks, users can easily link their records in Business Central to SharePoint, saving time and increasing efficiency in their daily operations.
The best part is that DocStash can be easily activated and quickly integrated.
FEATURES OVERVIEW
SharePoint setups: Connect SharePoint to Business Central and TAG and set your default document archiving options for your different Business Central tables.
Folder storage patterns: Define your file/folder storage patterns and structures.
Fact box: Allow a fact box to appear on the side of the screen containing the SharePoint location path, the list of uploaded documents related to the record, and the number of documents.
Document upload: Upload documents to SharePoint by using the drop-down menu in the fact box. You can also edit document metadata in SharePoint (e.g. invoice number) directly from the fact box.
Metadata mapping: Allows users to populate metadata in SharePoint, which can facilitate the analysis and search of documents within SharePoint.
File renaming: Allows users to automatically rename a file when it is uploaded to Document Storage and transferred to SharePoint.
We offer a step-by-step setup and training guide, as well as exclusive access to our Help Center from inside Microsoft Dynamics 365 Business Central, to assist you in getting started with DocStash. Start using DocStash today!
Click here to access our technical documentation.
Throughout the years, Verosoft Design Inc. (VSD) has been a leader in digital transformation in the fields of enterprise asset management, supply chain management, and data management. We offer a full range of vertical business solutions and add-ons for Microsoft Dynamics 365 Business Central designed to meet the ever-growing needs of mid-market and enterprise businesses.
Supported Editions: DocStash supports both the Essentials and Premium Editions of Dynamics 365 Business Central, and will work with the latest TAG version (As of now 8.1 (March 06, 2024))
Supported Languages: English
Supported Countries: All countries where Dynamics 365 Business Central is available.
