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.
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.
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.
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.
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.
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.