Features

SMART TREE

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

read more

LIBRARY INSIGHT

Embedded document library displayed directly in the Dynamics NAV tab.

read more

NAVIGATE DOCS

Display same document from different tables.


read more

PRINT TO SHAREPOINT

Print any NAV report to SharePoint libraries.


read more

NEW DOC FROM TEMPLATE

Create documents in SmartTree from predefined templates.

SMART TREE
VISIBILITY

Hide, show or even open Smart Tree in new window.

SMART TREE

Multifunctional FactBox SmartTree allows you to upload documents to SharePoint directly from the NAV 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 SmartTree. 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.  

LIBRARY INSIGHT

Library Insight is a new FastTab with a full-featured embedded SharePoint document library web browser. The content of the displayed library is automatically filtered according to the record in the NAV tab. It uses SharePoint View, therefore it is easily customizable for user needs.

Within Library Insight, the user can use all standard features of SharePoint list views such as filtering, sorting, grouping, etc. The document can be displayed directly from NAV in an external browser or editor. 

NAVIGATE DOCS

If you like standard navigation in Dynamics NAV, you can trust that Navigate Docs is even better! This feature can display documents not only on the records which you attached the documents but also on tables that are linked to the original records. Compared to the standard "NAVIGATE" function, the relational table list can only be expanded through settings, without the need for program edits.

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

PRINT TO SHAREPOINT

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

Thanks to Print to SharePoint we create an electronic version of a document with one click and placed the document in the desired SharePoint library with the required 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