Today, companies have to deal with a flood of documents of all kinds: These range from legally binding contracts and invoices to internal working papers to protocols, spontaneous ideas and sketches. It is important to save everything in a way that it is secure, easily searchable and easy to share and edit further. Efficient software-based document management provides a variety of options to achieve this goal. COSMO CONSULT developed COSMO Document Management System to make it easy to get started with a professional document management system: The solution is integrated into Microsoft Dynamics 365 Business Central (formerly Microsoft Dynamics NAV) and provides practical templates based on current Microsoft SharePoint technology. With these templates, you can create portals for working in teams or on projects. The document management system solutions give you all the important functionalities you need for versioning, editing and archiving your documents.
With COSMO CONSULT you can get started with your enterprise-wide document management system quickly and easily: Our solutions provide a complete SharePoint portal with pre-configured intranet areas and storage structures. These can be controlled via your Microsoft Dynamics 365 business solution. Key document management features such as document archiving, meta-data management, and versioning are included the standard package. If you want additional functionality, you can extend the base system into a complex document management system including revision-safe archiving at any time through add-ons by COSMO CONSULT or licensed partner solutions.
COSMO CONSULT’s document management system offers you simple and intuitive document management with full integration into your Microsoft Dynamics 365 infrastructure. Documents that are associated with a data set in the ERP system can be filed simply via drag and drop in the Microsoft SharePoint system and they can be processed further. It is also possible to access them directly from the ERP interface at any time. Depending on how you have configured the storage structures in SharePoint, the indexing and storage in your document libraries can take place automatically upon upload. In addition, you can directly convert documents that you have created in the ERP context to the PDF format, and then archive them with all relevant metadata in SharePoint.
COSMO CONSULT has many years of experience in the area of collaboration and document management integration solutions. What we offer is based on a clear methodology, on detailed knowledge of the business processes in many industries, and on outstanding know-how when it comes to products. Our experts will be happy to advise you about the unique opportunities that are available to you through the use of integrated document management solutions. Just contact us - we look forward to talking with you about how your company can benefit from modern document management technologies.