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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

Knowing that companies have special business demands, it is only sensible they avoid buying a one-size-fits-all, ideal business application. Regardless, it is difficult to pinpoint such a software product even among branded software systems. The reasonable thing to undertake can be to tabulate the various vital factors which call for a analysis including crucial features, budget, technical skill levels of staff members, business size, etc. Thereafter, you should do the product research thoroughly. Go over these MetaDocs analyses and scrutinize each of the software solutions in your list more closely. Such detailed research ensures you steer clear of unfit apps and buy the one which provides all the features your company requires to achieve growth.

Position of MetaDocs in our main categories:

TOP 500

MetaDocs is one of the top 500 Collaboration Software products

It's crucial to keep in mind that virtually no software in the Document Management Systems category is an ideal solution that can fulfill all the needs of different business types, sizes and industries. It may be a good idea to read a few MetaDocs Document Management Systems reviews first as certain solutions can dominate only in a really small set of applications or be designed with a very specific type of industry in mind. Others may operate with an intention of being easy and intuitive and therefore lack complicated functionalities welcomed by more experienced users. You can also find services that support a large group of customers and offer a complex feature base, however this frequently comes at a more expensive cost of such a software. Be certain that you're aware of your requirements so that you pick a service that offers all the functionalities you search for.

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 realize that when you make a decision to get a Document Management Systems it’s crucial not only to see how professionals evaluate it in their reviews, but also to discover if the real users and enterprises that purchased these solutions are actually content with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and MetaDocs reviews across a broad array of social media sites. The information is then displayed in a simple to digest form indicating how many clients had positive and negative experience with MetaDocs. With that information at your disposal you should be prepared to make an informed business 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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