The world is a very long way away from true electronic transactions. Every day our clients will handle hundreds if not thousands of pieces of paper and electronic documents. These documents such as Delivery Dockets, Invoices, and Certificates of Conformance are crucial to the structured processes that occur within Dynamics NAV. However the documents themselves are often stored in an unstructured manner and are time consuming to find when needed.
Dynamics NAV has a simple way of linking document path to data records; this Record Link functionality allows NAV to be the central point to find all information required for a process. It also saves users time trawling through Windows Explorer looking for files, however it requires a manual process and requires all users to be disciplined on where and how they save documents.
To improve the record link functionality, the Fenwick Gold team has developed a new Granule ‘Advanced Record Links’. This allows the setup of a structured file system of rules within NAV. Users can then simply Drag and Drop or Paste files directly into NAV and they will be saved, named and linked to the appropriate place. You can also optionally generate record links automatically by scanning directories periodically using smart file names and subdirectories.
This has significant benefits saving users significant filing and retrieval time and ensuring Data and Documents are in one integrated system.