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The power of Dynamics

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Overview

Core features

Archive Essentials

Workflow Professional

Advanced Capture

Advanced Forms

Drag-and-drop files from a network file share or local hard drive and submit to a document-centric workflow queue managed by Datahaven yes yes not required not required
Manually import files from a network file share or local hard drive directly into the Datahaven folder structure associated with a Dynamics record yes yes not required not required
Drag-and-drop emails and email attachments from Outlook or files from a network file share or local hard drive directly into the Datahaven folder structure associated with a Dynamics record yes yes not required not required
Archive scanning directly into the Datahaven folder structure associated with a Dynamics record yes yes not required not required
Workflow scanning directly into a document-centric workflow queue managed by Datahaven no yes not required not required
Automated inbound fax integration directly into a document-centric workflow queue managed by Datahaven no yes not required not required
Inbound email integration directly into a document-centric workflow queue managed by Datahaven no yes not required not required

Data Capture

Archive Essentials

Workflow Professional

Advanced Capture

Advanced Forms

Enter data directly into an existing Dynamics record side-by-side with its document image yes yes not required not required
Enter data directly into a new Dynamics record side-by-side with its document image no yes not required not required
Data entry from within the Outlook interface (e.g., general ledger coding of vendor invoices) no yes not required not required
Barcode-driven document splitting to split documents and/or programmatically route, file, etc. based on barcode data values no yes not required not required
OCR/OMR/ICR rules engine that classifies and recognizes structured and variable document forms and extracts, validates, and inserts the extracted data into a newly-created Dynamics record no yes required not required

Naming / Filing / Storage

Archive Essentials

Workflow Professional

Advanced Capture

Advanced Forms

Automated naming, filing, and storage based on real-time Dynamics data even if the Dynamics table changes (e.g., posting a purchase order creates a posted purchase invoice record and deletes the purchase order record) yes yes not required not required
Store any file type (e.g., TIFF, PDF, DOC, XLS, etc.) yes yes not required not required
Support for multiple storage media (e.g., SAN, NAS, etc.) yes yes not required not required

Search / Retrieve / View

Archive Essentials

Workflow Professional

Advanced Capture

Advanced Forms

Dynamic, configurable folder views from within a Dynamics record based on document metadata and transactional relationships at the header and line level yes yes not required not required
View document images (includes zoom, rotate, etc.) and document annotations as well as other files associated with a Dynamics record yes yes not required not required
Multi-user document/file locking yes yes not required not required
Search for documents and other files related to records managed by Dynamics using the Datahaven File ID, File Name, or File Description yes yes not required not required
Use Dynamics data to search for documents and other files related to records managed by Dynamics no yes not required not required

Document-Centric Workflow

Archive Essentials

Workflow Professional

Advanced Capture

Advanced Forms

Add notes and annotations (text and graphic) to document images associated with a Dynamics record yes yes not required not required
Split a multi-page document into multiple pages or merge multiple pages into a single document yes yes not required not required
User-driven routing and approval of documents through a document-centric workflow process no yes not required not required
Automated business rules that route and approve documents through a document-centric workflow process (e.g., requiring a second level of approval when the amount of an invoice exceeds a pre-defined amount) no yes not required not required
Enforce conditional business rules that are a combination of document-centric rules and native Dynamics functionality (e.g., block the release of a new vendor record until all of vendor’s tax forms have been received) no yes not required not required
Enhance native Dynamics workflow by displaying relevant Datahaven documents side-by-side on the approval request and approval entries screens yes yes not required not required
Automated email notifications to alert users of document workflow statuses no yes not required not required

Output & Distribution

Archive Essentials

Workflow Professional

Advanced Capture

Advanced Forms

User-driven output of Dynamics reports (e.g., purchase orders and sales invoices) and archiving as PDF files yes yes not required not required
Automated output of Dynamics reports (e.g., purchase orders and sales invoices) as PDF files yes yes not required required
User-driven outbound email distribution yes yes not required not required
Automated outbound email and fax distribution, including archiving of outbound documents yes yes not required required
User defined document design of Dynamics Reports (e.g. delivery notes, sales orders, sales invoices etc) yes yes not required required

Security & Audit Trails

Archive Essentials

Workflow Professional

Advanced Capture

Advanced Forms

Configurable security for workflow queues, folders, documents, users and groups yes yes not required not required
View detailed audit trail of files associated with a Dynamics record yes yes not required not required
Add security redactions to document images associated with a Dynamics record yes yes not required not required

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