Features

SMART TREE

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

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LIBRARY INSIGHT

Embedded document library displayed directly in the Dynamics NAV tab.

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NAVIGATE DOCS

Display same document on different pages.

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PRINT TO SHAREPOINT

Print any NAV report to SharePoint libraries.

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NEW DOC FROM TEMPLATE

Create documents in SmartTree from predefined templates.

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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 love standard navigation in Dynamics NAV, 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 Dynamics NAV, 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 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 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.

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 NAV.

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.

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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