Zetadocs Delivery and Zetadocs Capture
Document Management & AP Automation with bulk emailing and OCR document capture (SharePoint archive)
Request free Zetadocs Express here.
Are manual processes still driving your business? How much time does your company spend manually entering, storing and sharing information?
Zetadocs helps small and mid-sized businesses streamline document-based finance processes, freeing you from manual processes to improve the way your business operates. Finance, customer service, sales and operational teams can work together more efficiently on screen, saving time and costs while reducing delays in finding documents.
Zetadocs Delivery benefits
- Automated delivery Schedule batches of documents to be sent automatically, with enhanced control and visibility in Microsoft Dynamics 365 Business Central including options to preview & edit recipients, message content and attachments
- Dynamic attachments Automatically add attachments to outbound emails based on custom business logic. For example, automatically attach unpaid invoices when sending payment reminder emails
Zetadocs Capture benefits
- AP Automation Intelligent OCR, automated data entry and order matching – ready to go with no rules or templates to set up – for processing purchase documents in Dynamics 365 Business Central
- Automated document filing Drag and drop files directly onto the Documents FactBox which are automatically filed and indexed – making them easily searchable across your organization
- Free Zetadocs Express For up to four users at no software cost. Drag & Drop documents and Save & Send reports by email
- Secure storage using Microsoft 365 A SharePoint Online archive removes inefficiencies from documents being spread across different locations, whilst avoiding the additional cost and database maintenance overheads associated with storing large files in Business Central
- Customizable Meet your individual requirements using the Zetadocs SDK
Zetadocs is designed for Business Central and is ready to go!
Thousands of customers worldwide trust Zetadocs to meet their document management needs and are supported by expert teams in the UK and US.
Click ‘Get it now’ to get your free licence by email.
More details at zetadocs.com
Supported Editions:Essentials and Premium editions of Microsoft Dynamics 365 Business Central.
All countries where Microsoft Dynamics 365 Business Central is available.