KwikTag
Document Management
For Microsoft Dynamics 365 Business Central

KwikTag Document Management for Dynamics 365 Business Central allows users to easily capture and search for documents related to Dynamics 365 transactions. KwikTag is your solution for going digital with your accounting-related documents and transaction data. KwikTag Document Management can be managed on-premises or in the cloud.

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KwikTag Document Management for Dynamics 365 Business Central

Dynamics 365 Integration

KwikTag is integrated with more than 80 Business Central pages, giving users the ability to attach, or “tag,” and view documents.

Document Management

The KwikTag document management system relates all documents in your process for complete, end-to-end visibility.

Deployment Options

The KwikTag for Dynamics 365 Business Central platform can be managed on-premises or in the cloud.

Why People Choose KwikTag

With KwikTag, we are now able to store our A/P and A/R documentation directly from our Dynamics system. We are saving a tremendous amount of time, money and resources.


KwikTag provides easy access to documentation for our controller, accounting supervisor and project accountant.


Save Time and Money with Document Management

Give your employees back the 50% of their time they spend searching for lost documents

Recover the $125 per document you spend locating and retrieving lost documents

Gain control of your business processes with digital documentation at your fingertips

Key Features of KwikTag for Dynamics 365 Business Central

Capture

Attach and view documents from multiple places and KwikTag automatically associates them with the correct Dynamics 365 transaction,
and stores the transaction field level data in KwikTag for user access.

Powerful Search

Powerful ability to search, retrieve, and share documents in or out of Dynamics 365, based on search criteria, to simplify the hunt for document content or transaction field data, without needing to be a developer.

Intelliview™

A unique KwikTag feature designed to automatically relate documents that are attached to Dynamics 365 transactions as they move through their lifecycle, eliminating the need to manually “link” documents.

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Business Process Automation That Fits Any Industry!

  • Healthcare
  • Government
  • Distribution/Supply
  • Restaurant/Retail
  • Manufacturing
  • Construction
  • Non-Profit
  • Education
  • Professional Services
  • Financial Services
  • Sports and Entertainment
  • Insurance

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