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Document Management add-in for NAV

  • 1.  Document Management add-in for NAV

    SILVER CONTRIBUTOR
    Posted Mar 24, 2021 07:51 AM
    We have a few clients that are now looking to implement an add-on for document management.  We have found a few, ZetaDocs, DataHaven and Altec.  Does anyone have any input/experience with the 3 listed or different applications to recommend?

    They have been using NAVXtender and found it is not working out for them.

    Thanks!

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    Paul Silvani
    General Manager
    Velosio
    Chicago IL
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  • 2.  RE: Document Management add-in for NAV

    NAVUG ALL STAR
    Posted Mar 24, 2021 01:07 PM
    What version are they on?  The more recent versions of BC have document attachments now included.  If an earlier version, I have used ZetaDocs in the past and found it easy to use.  Drag and drop functionality works well.  I don't have experience with the others.

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    David Wiser
    Sr. Solution Consultant
    Tigunia
    BCUG|NAVUG Board of Advisors
    BCUG|NAVUG Programming Committee
    BCUG|NAVUG All-Star
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  • 3.  RE: Document Management add-in for NAV

    NAVUG ALL STAR
    Posted Mar 24, 2021 03:43 PM
    Be sure to ask about pricing related to document volume. I was involved in a project some years ago and found that we had to pay for numbers of documents attached per month.

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    Kim Dallefeld, Kim@Dallefeld.com, Ft Worth, TX
    Dallefeld Consulting, LLC
    Member of Dynamics Consulting Group

    New View Strategies, - training and consulting.

    NAVUG All-Star
    NAVUG Programming Committee
    ------------------------------



  • 4.  RE: Document Management add-in for NAV

    GOLD CONTRIBUTOR
    Posted Mar 25, 2021 08:09 AM
    I used Zetadoczs in the 09 version however it left a lot to be desired. Seeing as that was over a decade I'd assume it's gotten much better. What version of NAV/BC are they using? What feature set are they looking for? In newer versions you can build a file share and link to documents in there.

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    Mathew Ealy
    Nav Support Specialist
    Rentokil N. America
    Reading PA
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  • 5.  RE: Document Management add-in for NAV

    GOLD CONTRIBUTOR
    Posted Mar 25, 2021 08:15 AM
    Hello Paul,
    What is not working about NAVXtender?  What features are they needing?

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    Ryan Ketterling
    Business Automation Specialists of MN, Inc.
    Minneapolis MN
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  • 6.  RE: Document Management add-in for NAV

    NAVUG ALL STAR
    Posted Mar 25, 2021 08:45 AM
    Paul,

    Great question and this one I can go on for hours... Over the decades of having Document Management ISV's and now APP's, I have trimmed my go-to list to two:

    1. Continia Document Capture/Output/Approval Workflow - https://www.continia.com/global/

    2. Datahaven - https://www.datahaven4dynamics.com/

    My decision on which to lean towards are solely based on requirements, volume, and functionality. I would say check both out and get a demo.

    Thanks,
    Steve

    ------------------------------
    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
    ------------------------------



  • 7.  RE: Document Management add-in for NAV

    SILVER CONTRIBUTOR
    Posted Mar 25, 2021 09:41 AM
    To answer a few of the questions which have been asked:

    - The clients are NAV 2018.  Still using the RTC versus the web interface.
    - Regarding the Xtender product, I believe the two main issues were not always working and not the best searchability inside of NAV.

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    Paul Silvani
    General Manager
    Velosio
    Chicago IL
    ------------------------------



  • 8.  RE: Document Management add-in for NAV

    GOLD CONTRIBUTOR
    Posted Mar 25, 2021 09:59 AM
    ZetaDocs capture works great for dragging and dropping in 2018 but I do not believe it has the ability to "search" for documents - you would have to go find the nav document and then look at the attachments.

    Continia is a great option for for storage and searching.  They do have the option for drag and drop but that bypasses the OCR service and then you do not have the search ability.  The bonus with Continia is you can have it creating NAV documents from the customer or vendor documents.

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    Ryan Ketterling
    Business Automation Specialists of MN, Inc.
    Minneapolis MN
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  • 9.  RE: Document Management add-in for NAV

    TOP CONTRIBUTOR
    Posted Mar 26, 2021 10:11 AM
    We used to use Zetadocs when it was free. When they wanted us to pay, we began looking for another free option to simply drag/drop pictures/pdfs/emails into the "Links" section of any NAV document. Thankfully we found NavXtender which is free and works excellent. Thank you Insight Works!
    As has been mentioned, there is no searchability or OCR. But if you just want drag/drop...NavXtender works great. We used it in NAV2016 and now in BC14 on prem.

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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Appleton WI
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  • 10.  RE: Document Management add-in for NAV

    TOP CONTRIBUTOR
    Posted Mar 25, 2021 01:14 PM
    Data Haven has risen to the top from what we have seen from our customers vs Zetadocs seems to be struggling with the BC Saas environment.
    Data Haven has very robust functionality and features and the cost was lower than most customers expected.

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    Kevin Fons
    Senior Application Consultant
    Innovia Consulting
    Bozeman MT
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  • 11.  RE: Document Management add-in for NAV

    Posted Mar 25, 2021 03:30 PM
    We have used KwikTag with our NAV 2016 for a number of years.  While not perfect, it works pretty well internally as well as for our external auditors.

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    Beth Villotti
    Controller
    Reaxis Inc.
    McDonald PA
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  • 12.  RE: Document Management add-in for NAV

    TOP CONTRIBUTOR
    Posted Mar 26, 2021 10:50 AM
    We have a Quality Department requirement that forces us to use a secured SharePoint repository for documents linked to NAV/BC. When we were on NAV, we used ZetaDocs, but they did not have an extension available for BC. When we upgraded to BC 14, we switched to Clever Docs. While we have had some issues, they have been really quick to fix them. I am happy to reccomend them. https://www.cleverdynamics.com/

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    Gregory Alford
    Director of Technical Resources
    Tri Star Metals LLC
    Aurora IL
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  • 13.  RE: Document Management add-in for NAV

    SILVER CONTRIBUTOR
    Posted Apr 08, 2021 11:26 AM
    Wondering what is not working out with them using NAVXtender?

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    Linda Landers
    Business Systems Analyst-Microsoft NAV
    Ellsworth Adhesives – Corporate Services
    Germantown, WI
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