Document Management
Matriks Doc gives users the ability to
create and save documents intuitively, categorizing and organizing information
in the contexts where they make most sense. Matriks Doc functionality allows you
to access your documents where you would expect to locate them, saving you
precious time that would otherwise be spent searching.
Document Management with Matriks Doc can enhance the insight and overview within
your organization, assuring you an effi cient and more consistent day-to-day
routine.
Overview
With Matriks Doc, you find documents using the same logical routines you are
already familiar with from Microsoft Dynamics-NAV Attain. There is no need to consider where
to save your documents, they will conveniently be saved in the Microsoft Dynamics-NAV
database, exactly where you have created them!
Templates Templates allow for faster, better service
for your customers, and enhance correspondence and information sharing between
you and your colleagues. Templates Matriks Doc is robust as it relies solely on
the infrastructure of Microsoft Dynamics-NAV Attain. As Matriks Doc uses the Microsoft Dynamics-NAV
database, it offers the same level of accessibility and user security as
Microsoft Dynamics-NAV Attain. When you back up your Microsoft Dynamics-NAV Attain Data, you will
simultaneously back up your documents.
Scanned Papers
Scanned documents can be found using the same intuitive routines
you are already using in Microsoft Dynamics-NAV Attain. The documents can be found using the
Navigate function in Microsoft Dynamics-NAV Attain. A scanned document attached to a posted
invoice can be found with the Navigate function. Scanned Papers using templates
promotes efficiency, gives uniformity to documents, and guarantees that all
relevant information is included. Letters, quotes, price-lists, spreadsheets,
etc. are easily standardized throughout your organization because with Matriks
Doc, all new documents can be based on pre-designed templates. These will
automatically follow the relevant case, customer or account. | 
