Integration platform for

Brings the best of ERP and DMS together. Incorporate documents and worfklows into Dynamics NAV environment without compromise.

NavSherpa Introduction Video

Work with documents has never been so amazing

Incorporate documents and workflow into your Dynamics NAV environment easily and without compromise. Deploy NavSherpa in hours, empower users with fast and erorr-less document processing and manage workflows easily.

NavSherpa in 2 minutes

watch introduction video:


EASILY WORK WITH DOCUMENTS

The user works exclusively in the environment of Dynamics NAV and at the same time can take advantage of advanced SharePoint functionalities. NavSherpa uses the best of each application enabling users to comfortably work under one roof.



DOCUMENT SEARCH

The user can easily search and filter documents through the SmartTree by entering a part of the file name in the text box. NavSherpa instantly displays all documents according to the search parameters that are assigned to the specific tab in Dynamics NAV. Naturally, full-text searches can also be used in SharePoint as well.


AUTOMATIC ASSIGNMENT
OF DOCUMENT ATTRIBUTES

When you upload a document, there is no need to add information that someone has already entered into Dynamics NAV. NavSherpa automatically searches for metadata and assigns it to the document according to its location and NavSherpa settings.



DOCUMENT VERSION
CONTROL

NavSherpa supports version management in SharePoint. In case a document that already exists is uploaded to the library, NavSherpa asks whether you want to overwrite it (add new version) or change the name.



DRAG & DROP UTILIZATION 
TO THE FULLEST

At any place in NAV (project card, opportunity, supplier, goods, etc.), you can place a Smart Tree element into which you can easily insert any document using drag&drop. In the SharePoint application you no longer need to run the wizard and set the document properties manually.


ADVANCED APPROVAL

The user can start the approval of any record directly in Dynamics NAV (e.g., purchase order, received invoice, project phase, complaint log, etc.). NavSherpa will then display the actual status of the approval process directly on the card in a separate factbox.

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

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