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Overview
GoomDoc is an advanced solution for document management based on the Microsoft platform in the CLOUD. It is based on the integration between SharePoint and Business Central allowing the organisation of documents securely in the CLOUD and linked to Microsoft ERP Online.
In all ERP tabs , Business Central enables the option to link Sharepoint sites for fast and secure access to corporate and business documentation.
GoomDoc automatically creates a Business Central folder in SharePoint and, in turn, allows access to the documentation from Business Central.
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Functionality
- Automatic creation of folders when attaching documents in the Business Central entities of customers, suppliers, contacts, purchase invoices, purchase credits and projects.
- Once the document is saved, the system will automatically create a folder in SharePoint with the corresponding code of the entity and its attached documentation.
- In the customer, supplier, contact, purchase and sales invoice and credit memo tabs of Business Central, a section has been developed to easily attach documents: 'Import file'.
- These documents can be uploaded directly from the user's computer, thus linking the files to the corresponding file.
- Display button to open documents.
Advantages
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