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Overview
GoomDoc es una solución para la gestión documental integrada en el ERP de Microsoft. Se basa en la integración de Sharepoint y Business Central creando de forma automática sitios de SharePoint al subir documentos al ERP y estableciendo una conexión directa entre ambos sitemas. De esta forma, con unos pocos clics se crea una trazabilidad documental y se navega de un sistema a otro. Además, es una solución en la nube que permite gestionar los documentos de forma segura.
Con GoomDoc en las fichas de Business Central se habilita la opción de vincular los sitios de Sharepoint para un acceso rápido y seguro a la documentación corporativa y empresarial.
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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.
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