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Description
Attach2Dynamics is an innovative document management tool that allows users to efficiently manage attachments across various cloud storage services such as SharePoint, Dropbox, and Azure Blob Storage directly from Dynamics 365 CRM. It incorporates user-friendly features like drag-and-drop functionality, the ability to browse, and the option to select multiple files or entire folders for upload to the preferred cloud service at once. The interface is designed for easy navigation, allowing users to view all files and folders linked to the current record within the configured cloud storage. Additionally, users can perform a variety of actions such as renaming, creating, emailing, deleting, and previewing files or folders, as well as generating shareable links for easy email distribution, all without leaving the Dynamics 365 CRM environment. This comprehensive integration enhances collaboration and streamlines document handling processes for businesses.
Description
Leapdocs is an economical and secure document management solution designed for enterprises, small businesses, and start-ups alike. Users can conveniently import various types of documents, including scans, Word files, Excel sheets, images, emails, and more from any source. The application automatically indexes files to facilitate quick searches, while organizing them into folders similar to conventional computer systems. Custom metadata can be added to each file, enabling attributes like SSN, Invoice Number, or Birth Date to be recorded. User management is streamlined through grouping capabilities, allowing for specific permissions on files and folders, which can be either assigned directly or inherited. Additionally, user activities are tracked through an audit log for security purposes. Thanks to Automatic OCR, users can benefit from Full Text Search across nearly all imported files, along with the ability to search and filter based on custom metadata. Leapdocs mimics familiar online storage systems by structuring files into folders, ensuring ease of use for all. Operating on Microsoft Azure, Leapdocs provides robust encryption for files at rest, and its infrastructure is supported by multiple data centers around the globe to ensure continuous availability. This makes Leapdocs not only a practical choice but also a reliable one for document management needs.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint
Integrations
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Inogic
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
Leapdocs
Founded
2018
Country
United States
Website
www.leapdocs.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Content Collaboration
Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control