Microsoft® Navision Attain®

Fact sheet, 14.08.2003, Matriks Doc V.3.0

Microsoft Navision AttainDocument ManagementDocument Management add-on

Gives you the ability to create and save Word &

Excel template based documents, to import and

store various document types, while organizing this

information in the contexts they make most sense.

Key Benefi ts

• Keep track of your documents

• Integrate your documents into

Navision Attain

• Locate your documents as easy as you fi nd your customers

1

Matriks Doc gives users the ability to create and save documents intuitively, categorizing and organizing information in the contexts where they make most sense. Matriks Doc functionality allows you to access your documents where you would expect to locate them, saving you precious time that would otherwise be spent searching.

Document Management with Matriks Doc can enhance the insight and overview within your organization, assuring you an effi cient and more consistent day-to-day routine.

Overview

With Matriks Doc, you fi nd documents using the same logical routines you are already familiar with from Navision Attain.

There is no need to consider where to save your documents, they will conveniently be saved in the Navision database, exactly where you have created them!

Fact sheet, 14.08.2003, Matriks Doc V.3.02

Scanned documents can be found using the same intuitive routines you are already using in Navision Attain.

The documents can be found using the Navigate function in Navision Attain. A scanned document attached to a posted invoice can be found with the Navigate function.

Scanned Papers

Using templates promotes efficiency, gives uniformity to documents, and guarantees that all relevant information is included.

Letters, quotes, price-lists, spreadsheets, etc. are easily standardized throughout your organization because with Matriks Doc, all new documents can be based on pre-designed templates. These will automatically follow the relevant case, customer or account.

Templates allow for faster, better service for your customers, and enhance correspondance and information sharing between you and your colleagues.

Templates

Matriks Doc is robust as it relies solely on the infrastructure of Navision Attain.

As Matriks Doc uses the Navision database, it offers the same level of accessibility and user security as Navision Attain.

When you back up your Navision Attain Data, you will simultaneously back up your documents.

Security

• Navision Attain 3.60 or greater. • Microsoft Office 2000/XP/2003.

• Microsoft Windows 2000/XP recommended.

Requirements

The Document Journals function enables Matriks Doc to work in conjunction with various scanning applications like Adobe Capture and OmniPage Pro.

With Matriks Doc, you can retrieve all types of documents, view them and import them into Navision Attain, just as though they were ordinary ledger entries.