My Challenges
Contracts, invoices, protocols, working papers - with so many documents flating around your company, you might think you're in a paper mill. The efficient management of all these documents can quickly become confusing: Everything must be stored carefully and found quickly if necessary.
Not only must documents be found quickly and easily, but the security and integrity of the data must not be compromised. In the past, document management systems were often complex and impractical-no wonder many companies never implemented them. Fortunately, today there are simple solutions that make document management more efficient and cost-effective.
It just gets easier.
How I will be supported
Imagine if your company worked with a professional document management system. Seamless integration with Microsoft Dynamics 365 Business Central will make it easy to get started with professional document management.
Your entire team can use a variety of pre-configured filing structures that are controlled through Microsoft Dynamics 365 Business Central.
Your entire team can use a variety of pre-configured filing structures that are controlled through Microsoft Dynamics 365 Business Central.
Practical features, such as document archiving, metadata management, version management, as well as preconfigured intranet areas, bring ease and efficiency to document management. Tag documents with keywords and metadata so that you can find them quickly when you need them, instead of having to search for them for a long time. Ingeniously simple. Simply ingenious.
My benefit
Effective document management improves not only document retrieval, but also work efficiency. Document archiving, metadata management, and version control enable effective collaboration among employees.
COSMO Document Management System is a simple solution that includes numerous preconfigured filing structures and is seamlessly integrated into Microsoft Dynamics 365 Business Central.
Gain various product insights
Posted sales invoice - Document Box
Easy handling
- Archiving via drag & drop
- Automatic keywording
- Mobile and multi-site access
Ensures high user acceptance and accelerates business processes
Documents can be retrieved at any time
- Rapid identification with a document-based call
- Automatic archiving of printouts and e-mails
- Automatic notification of changed documents
Ensures process reliability and reduces process costs
Rapid Adoption
- SharePoint Integration Templates
- Templates for keywords and filing structure
- Versioning and access rights via a standard SharePoint functionality
Reduces implementation effort and facilitates advanced solutions
Features
- Simple storing, indexing and searching of documents
- Uniform document storage
- Automatic archiving of documents, such as receipts
- Fast retrieval of process-related documents
- Mobile access and access from multiple locations
- History management/versioning
- Automatic notification of changes to documents
- Joint editing and sharing of documents
- Individual filtering, grouping and sorting functions
System Requirements
This app supports the Essential and Premium editions of Dynamics 365 Business Central.
Microsoft AppSource certified.
This COSMO product is available on Microsoft AppSource.