Features

1. Deploy 2. Use 3. Manage

SMART TREE

Drag&drop and upload documents to the SharePoint from BC.

read more

NEW DOC FROM TEMPLATE

Create documents in Smart Tree from predefined templates.

read more

NAVIGATE DOCS

Display same document on different pages.

read more

PRINT TO SHAREPOINT

Print any BC report to SharePoint libraries.

read more

SMART TREE

Multifunctional FactBox Smart Tree allows you to upload documents to SharePoint directly from the Dynamics 365 Business Central record card. It automatically assigns metadata and creates entities according to its location. Documents are displayed in an organized and easily understandable structure Library / Template / Document.

Documents can also be easily filtered by entering a part of the file name into the text box. You can also use the Drag&Drop feature to upload a document to the Smart Tree. NavSherpa allows for each type of content to set which metadata are required and will delay processing of the document until the metadata are complete.

NEW DOC FROM TEMPLATE

New documents creation has never been easier…. New Doc from Template functionality allows to create new documents using the SharePoint template directly from Dynamics 365 Business Central.

Instead of uploading an existing document we would create new one simply in NavSherpa Smart Tree and by a quick choice in the document ribbon we can include the specific name (or any other data provided by the NavSherpa Metadata Entity Management feature) in document caption. That’s it, just one click and the document is born.

NAVIGATE DOCS

If you love standard navigation in Dynamics 365 Business Central, you will love Navigate Docs even more! This feature displays documents not only on the records which you attached the documents to but also on tables that are linked to the original records. Compared to the standard "navigate" functionality in BC, the relational table list can be expanded through settings, without the need of programming.

The benefit of "Navigate Docs" is that it does not require changes of metadata on SharePoint. All navigation links are kept exclusively in BC.

PRINT TO SHAREPOINT

Save trees, save the earth… Print to Sharepoint functionality allows you to redirect any print output from Dynamics 365 Business Central in PDF, Word or Excel to SharePoint storage. NavSherpa, when creating a PDF document, respects the user's print settings in BC.

Thanks to Print to SharePoint we create an electronic version of a document with one click and place the document in the desired SharePoint library with the desired name. At the same time all other metadata and links are added to the document.

Address

NAVISYS s.r.o.
Florianova 1158/16
61200, Brno
Czech Republic

Phone

Office : +420 515 551 200
Sales : +420 515 551 201

Email

sales (at) navsherpa.com

Social