01-02-2014

Archive Essentials

Licensed users have immediate, filtered access to relevant documents and other files from within each Microsoft Dynamics window that has embedded ‘Archive Essentials’. The views from within each of these Microsoft Dynamics windows may be configured to display the relevant documents as lists or grouped into Datahaven’s powerful, dynamic folder structures.

‘Archive Essentials’ most important features are:

  • Import files from the Windows file system directly into the Datahaven™ folder structure associated with a Dynamics record
  • Drag-and-drop emails and email attachments from Outlook and files from the Windows file system directly into the Datahaven™ folder structure associated with a Dynamics record
  • Front-end data entry directly into Dynamics using document images
  • Programmatic naming, filing, and storage based on Dynamics record metadata
  • Store any file type
  • Support for multiple storage media (e.g., SAN, NAS, etc.)
  • Dynamic, configurable folder views from within a Dynamics record
  • Read-only access for documents (includes zoom, rotate, etc.) and document annotations as well as other files associated with a Dynamics record
  • Multi-user document/file locking
  • Document Search
  • Print, fax (standard), and email
  • Export files in their native file format
  • Default security for folders/documents/users/groups
  • Ad hoc scanning directly into the Datahaven™ folder structure associated with a Dynamics record
  • Drag-and-drop emails and email attachments from Outlook or import files directly into a Datahaven workflow
  • Advanced outbound fax (capture of faxed document and its related metadata)
  • ...
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