Document Management news & resources

Digital invoice processing and automation is leaving OCR behind

by Anna Tujunen

Optical character recognition (OCR) was a great start to invoice automation; but it is too error-prone to be in its future.

AP Automation Accounting Aerospace & Defense Agriculture Architecture Business Central Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX

Microsoft and Adobe make new commitment to broadly integrate e-signatures, collaboration, productivity tools

by Jason Gumpert

Adobe Sign to become Microsoft’s preferred e-signature solution across business apps, while Teams to gain favor in Adobe suite.

Adobe Marketing Cloud Collaborative Workspaces Customer Engagement Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Power Automate Workflow Management

Vic Air Supplies moves to the cloud with Microsoft Dynamics NAV

by Linda Rosencrance

Microsoft Gold Partner EBS helps company move to the cloud, and to bring along some reluctant employees

Accounting BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365

The Missing Link in Fraud Detection: Content Management

by Francois Pienaar

Detecting fraud within a business shouldn't be difficult, but still remains a challenge for most of the industry. What is missing?

Auditing Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM

Microsoft Dynamics Webcasts, July 24-28, 2017: ROI of D365; Power BI Desktop vs. Excel; PO matching with Dynamics GP

by MSDW Reporter

Microsoft Dynamics Webcasts, July 24-28, 2017: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.

AP Automation BI and Reporting Business Process Mgmt Document Management Dynamics 365 Dynamics GP Invoice Processing Power BI Power BI Power Platform Purchasing

Microsoft Dynamics Partner Roundup: EDI on AppSource; Commerce for D365; PDF forms for D365; Creative agency integrates CRM

by Linda Rosencrance

A selection of announcements from the Microsoft Dynamics partner channel

Commerce Customer Engagement Customer Service Customer Service Distribution Document Management Dynamics 365 E-Commerce EDI Electronic Signatures Manufacturing Retail

The pain points of paper: Leeco Steel thinks beyond document imaging to paperless automation

by Dann Anthony Maurno

Document imaging is table stakes; digitizing and automating paper documentation are the prizes, says Metafile

AP Automation Accounting Automated Data Collection Contract Management Document Imaging Document Management Dynamics GP Invoice Processing Metals Workflow Management

Microsoft Dynamics Webcasts, June 19-23, 2017: EDI for D365; Process automation for GP, SL; AX mobility framework; Supply chain for NAV

by Dann Anthony Maurno

Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.

AP Automation Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Data Integration Distribution Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM

Where there’s a filing cabinet, there’s an automation opportunity

by Dann Anthony Maurno

The ROI builds when document management, business process automation, go enterprise wide, says ImageTag’s Mary Miller

AP Automation Accounting Business Process Mgmt Contract Management Document Management Dynamics GP Dynamics SL Financial Management Legal Matters Sales Order Processing

Oops I did it again: Placing blame on ERP data security failures

by Mark Polino

Four principles can guide an organization to adopt practices that build in good security practices.

Business Central Data Management Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Security

LATEST VENDOR RESOURCES

Top Shelf AP Automation – Just Ask ChatGPT (or Copilot)

SignUp Software

Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

SignUp Software

Future-Ready AP Automation: Yooz’s Seamless Integration with Microsoft Dynamics GP & Beyond

Yooz

AP Automation Comparison Showcase for Dynamics 365 Finance, May 2025

MSDW Features

The Metafile Minutes Podcast Episode 1: Meeting of the Minds

Metafile

From Paper to Productivity: How to Automate AP Without Disrupting Operations

Metafile

Unlock productivity and savings without the pain of disruption—AP automation keeps your operations moving while streamlining your processes.

AI AI and Machine Learning AP Automation Accounting Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP

Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions

Metafile

Stay ahead of supply chain disruptions with AP Automation.

AI AP Automation Accounting Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Why Use a Third-Party Solution for Document Delivery in Business Central?

Zetadocs

Enhancing the document delivery experience

Business Central Document Automation Document Management Dynamics 365 Dynamics NAV

Why Manual Invoice Processing is Costing Manufacturers More Than They Think

Metafile

From labor expenses to missed discounts and compliance risks, the financial burden of manual processing is often overlooked

AI AI and Machine Learning AP Automation Accounting Azure Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

How AP Automation and AI Benefit Retailers

Metafile

Retailers can streamline operations, reduce costs, and improve efficiency

AI and Machine Learning AP Automation Accounting Azure Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Distributor Improves Sales Order Processing with Zetadocs

Zetadocs

Man and Machine’s sales order processing and credit control is now far more efficient

Business Central Distribution Document Management Dynamics 365 Dynamics NAV Sales Order Processing

Zetadocs Heavily Reduces the Quantity of Paper that Coinford Archives

Zetadocs

Able to easily transition to digital document capture with Zetadocs

Business Central Construction Document Management Dynamics 365 Dynamics NAV

Going Paperless is the Healthy Choice for Large Nonprofit Insurance Company

Metafile

Simplified processes, improved reporting, simpler check writes and increased efficiency

AP Automation Document Automation Document Imaging Document Management Dynamics GP Financial Management Insurance Invoice Processing

Largest Behavioral Health Pharmacy Provider Doubles in Size and Efficiency

Metafile

Managers have the ability to see pending invoices and approvals for their specific locations

AP Automation Accounting Document Automation Document Imaging Document Management Dynamics GP Financial Management Healthcare Invoice Processing Procurement

Sun Rich Foods Enjoys the Fruits of Having Paperless Accounting Processes

Metafile

A significant improvement to their Dynamics NAV investment

AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV Invoice Processing Manufacturing

MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...

AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

DocXtender for Business Central

A free app that enables users to attach documents to any Business Central record with a simple drag and drop. DocXtender for...

Business Central Distribution Distribution Document Automation Document Management Dynamics 365 Manufacturing Manufacturing