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MetaDocs Review

MetaDocs
Our score: 8.0 User satisfaction: N/A

What is MetaDocs?

MetaDocs is a complete document management add-on that enables users to scan and send documents directly into Dynamics NAV. The software has a drag-and-drop function that lets users organize their files inside NAV or from multiple locations into the target software.

With MetaDocs, administrators can customize rules to guide document storage, whether in NAV, a local network, a cloud storage service, or SharePoint. This enables quick access to files from the search bar and lets users generate needed documents with ease while they are outside of office premises.

MetaDocs also provides businesses with tools they need to effectively manage, expediently utilize, and safeguard access to any kind of information.

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Overview of MetaDocs Benefits

Flexible Deployment

MetaDocs offer businesses two deployment options: utilize the solution straight from the cloud or employ it directly from their internal infrastructure. Both methods have their own advantages and have varying ways of meeting a company’s needs.

Simple Storage

With MetaDocs, users can smoothly transfer files from and into Nav. They can do this through the system’s drag-and-drop function that can be utilized on all document types.

Easy Document Pull-Up

MetaDocs is equipped with a powerful search capability that is coupled with a sort and filter function. And to ensure that users do not waste their time pulling up the wrong document, the system provides them with a quick preview, so they can make certain they download and print the right file. These features allow users to instantly find the relevant documents and lets them channel more of their time and effort into completing tasks related to their needed files.

Accessible Storage

Documents stored in MetaDocs can be accessed from any client that supports NAV. These include OneClick, Web Client, RDP, and Citrix. This provides businesses and their employees with the flexibility to view files from their preferred solutions.

Document Versioning

Dated document versions can cause confusion among users. To avoid that, it is critical that they access only the latest version of a file. This is a need that MetaDocs meets, as it only shows the updated file to users.

Secure Information

With MetaDocs, companies can rest assured that their documents are protected by administering different access levels to users. This ensures that only with the right privileges can access certain files and functions.

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Overview of MetaDocs Features

  • Drag-and-Drop Function
  • Document Storage
  • Document Search
  • Sort & Filter Function
  • Document Preview
  • Updated Documents
  • Document Scanning Worksheet
  • Document Sharing
  • User Roles & Permissions Settings
  • Disaster Recovery

What Problems Will MetaDocs Solve?

1. Deployment Flexibility

MetaDocs allow businesses to choose whether they want to implement the solution on-premises or to access the software in the cloud. This way, they can select the deployment option that suits their needs best and fits with their budget.

2. On-Premise Implementation

In case companies choose to deploy the software on-premises, they enjoy one-time licensing and installation charges. As for maintenance, they have to pay an annual fee.

All files are then accessible via the web and documents can be pulled up with a single click and can be efficiently managed and monitored. On top of that, the software serves as a secure, central repository for documents.

With this, businesses can also optimize their workflows and ensure transparency in every step.

3. Cloud Implementation

Businesses that prefer a cloud implementation have to pay a recurring monthly fee with a minimum of one-year subscription. MetaOption takes care of technicalities related to the software, instead the company’s IT department.

This option also provides data storage in enterprise grade Tier 1 data centers with disk-level encryption. All information is backed up to ensure all-around accessibility and protection against data loss due to natural disasters.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

MetaDocs Position In Our Categories

Since companies have special business-related demands, it is rational that they avoid subscribing to a one-size-fits-all, “perfect” software solution. Be that as it may, it is almost impossible to pinpoint such a software system even among well-known software systems. The clever step to do is to shortlist the several significant functions that call for a careful thought like major features, budget, skill ability of staff members, business size, etc. Next, you must perform your product research comprehensively. Browse through some MetaDocs reviews and scrutinize the other software options in your shortlist in detail. Such all-encompassing research ensures you drop mismatched software solutions and choose the system which includes all the aspects your company requires.

Position of MetaDocs in our main categories:

TOP 500

MetaDocs is one of the top 500 Collaboration Software products

Every company has different wants and requires a system that can be personalized for their size, kind of staff members and buyers, and the particular industry they are in. For these reasons, no system can offer perfect functionality off-the-shelf. When you look for a software system, first be sure what you require it for. Read some MetaDocs Document Management Systems reviews and ask yourself do you want basic tools or do you need complex functionality? Are there any industry-specific functionalities that you are looking for? Get the answers to these queries to aid your search. There are lots of elements that you need to mull over and these include your finances, specific business requirements, your organization size, integration needs etc. Take your time, try out a few free trials, and finally select the system that provides all that you require to improve your company efficiency and productivity.

How Much Does MetaDocs Cost?

MetaDocs Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are MetaDocs pricing details?

MetaDocs Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

MetaDocs is a document management add-on for Microsoft Dynamics NAV.  Businesses interested in the solution can ask for a demo and request enterprise pricing information from sales by phone, email, or web form.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We know that when you choose to get a Document Management Systems it’s crucial not only to learn how experts rank it in their reviews, but also to check if the real clients and businesses that bought it are indeed satisfied with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and MetaDocs reviews across a vast array of social media sites. The information is then displayed in a simple to understand way revealing how many clients had positive and negative experience with MetaDocs. With that information at your disposal you will be prepared to make an informed purchasing decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise

Language Support

  • English

Pricing Model

  • Monthly payment
  • One-time payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for MetaDocs?

Currently, MetaDocs only supports integration with ERP systems.

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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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