KwikTag FAQ

This page provides information about compatibility, licensing, and security for the KwikTag platform. For more information about KwikTag and its available document management, accounts payable, and expense management solutions, visit our Resources page.

KwikTag Solutions and ERP System Integrations

Dynamics GP

Dynamics 365 Business Central

Dynamics 365 Finance

Dynamics SL

Dynamics NAV

Dynamics AX
Versions Supported GP2015, GP2016 and R2, GP2018 and R2, GP18.2, GP18.3, GP18.4 (requires KwikTag 9.2 or 9.3)

v15.4, v16,
v17, v18, v19

On Premises:
v13, v14, v15.4, v16, v17, v18, v19

SimplyAP for BC on-prem requires BC 19.2

2018 NAV 2016, NAV 2017, NAV 2018 2012R2 CU9, 2012R3, and 2012R3 CU8 and CU13
Document Management
KwikTag Cloud

KwikTag Anywhere, our stand-alone document management system, is available and can be managed on-premises or hosted in the cloud.

KwikTag tailored workflow solutions can be scoped for many processes not identified here. Please call to discuss your process automation needs.

KwikTag Cloud Hosting

Does KwikTag offer cloud hosting?

KwikTag Cloud document management is fully hosted and managed by KwikTag without the need for your own server infrastructure or your IT staff to manage it. KwikTag Cloud connects directly to the supported Dynamics ERP systems (Dynamics GP, Dynamics 365 Business Central, Dynamics 365 Finance and KwikTag Anywhere) to enable document capture and viewing. KwikTag Cloud scales to support your needs without taxing your staff or infrastructure.

File Storage, Back-up and Recovery

What are my options for backing up KwikTag?

We recommend that the KwikTag server be a part of your standard backup procedures, if you manage your system on-premises.

If you’re using KwikTag Cloud, backup is included in your deployment. We manage your system for you.

Can I use our SAN or NAS to store documents or do they have to be located on the same hardware as KwikTag?

KwikTag can support both internal storage and network attached storage (NAS).  SAN devices can be supported via a network share.

KwikTag Platform

What browsers does KwikTag support?

The KwikTag Web client (version 7.0 and later) is built for responsive-design in HTML5. It supports Chrome, FireFox, Edge (Version 42.17134.1.0 and later with Microsoft EdgeHTML 17.17134 and later), except Internet Explorer.

Does KwikTag run in the cloud?

Yes, KwikTag can host and manage KwikTag for Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Dynamics GP, and KwikTag Anywhere, our standalone system, in the cloud. You can also have KwikTag hosted in the cloud by your Microsoft partner or IT partner.

Does KwikTag run on mobile devices?

The KwikTag web client supports Chrome, FireFox, Edge (Version 42.17134.1.0 and later with Microsoft EdgeHTML 17.17134 and later), except Internet Explorer, to access KwikTag online. If you’re using workflow, email approval is accessible on your mobile device as well. In addition, we offer the KwikExpense mobile app for receipt submission.

KwikTag Environment

Server Operating System

KwikTag can be deployed on a Windows Server 2012, 2016, or 2019 instance of your choosing provided it meets the below minimum requirements:

  • Clean Server OS Build (not on domain, and no other applications or server roles installed at the time of KwikTag deployment)
  • 4 CPUs in 1 socket
  • 16GB of RAM
  • C:\ drive with at least 60GB of available space
  • D:\ drive with at least 300GB of available space

Alternatively, KwikTag 8.2 can be delivered on a staged Virtual Machine, provided when the product is purchased, with Windows Server 2012 R2 (requires Retail, OEM, or Volume License Windows Server License Key from customer). It is compatible with the following Virtualization platforms:

  • Hyper-V
  • VMWare

Server Database

  • KwikTag 8.2 Supports SQL Server 2012, 2014, and 2016 in the following collation:
    • SQL_Latin1_General_CP1_CI_AS
  • For KwikPayables Integrations, we support these collations on GP databases which are integrated with KwikTag.
    • SQL_Latin1_General_CP1_CI_AS
    • Latin1_General_BIN

Does KwikTag work when the Microsoft Dynamics Client is running on Citrix or Terminal Server? If so, how?

Yes. KwikTag is supported on both Citrix and Terminal Server platforms. Citrix application sharing may affect some features of KwikTag such as Drag and Drop. KwikTag integrates using the Microsoft Dynamics default installation directory.

Does KwikTag currently support Single Sign On

KwikTag has a single sign-on configuration that can leverage Windows authentication, Also, you can leverage Active Directory users and groups to speed up your configuration of KwikTag.

Scanning and Multi-Function Devices

Does KwikTag work with the scanners and multi-function devices I currently have?

Yes. KwikTag generally works best with desktop models or all-in-one scanners. KwikTag’s data and image processing engine works by monitoring the output of scanning devices (SMB/FTP/Email/Fax). This enables KwikTag to work with a wide variety of devices that can produce files with the following attributes:

  • Multi-page TIF or PDF, color or black and white
  • Sufficient resolution to read a barcode (300 DPI)
  • Compression Type Group 3 or Group 4 CCIT Fax or none

Network attached scanners with Scan to email or FTP is preferred. Electronic documents are stored in their native format, and scanned PDF’s can be received and retained in PDF format.

Can KwikTag read barcodes other than the KwikTag pre-printed labels?

Yes, KwikTag supports any standard barcode symbology including two-dimensional codes. KwikTag also has a cover sheet option, but recommends the KwikTag labels for cost and environmental concerns. The KwikTag labels are the only ones that will auto-increment the tag barcode number, to enable usage of “index before scan” technology.

Other than scanning, how can documents get into KwikTag?

KwikTag supports drag-and-drop for electronic documents, as well as email in (files that are attachments), fax, and direct import. Many options exist to send documents into KwikTag.

KwikTag Security

How does KwikTag security work?

KwikTag employs security at the document drawer level. The KwikTag Administrator can also define additional KwikTag Sites and grant permission to defined users or groups.

What are groups?

Groups are a collection of users, and each user inherits the rights of the group. Groups are the most efficient way to manage users’ access to drawers. Any user added to a group automatically receives the drawer access rights assigned to the group. A newly created user is assigned to a default group. All users (except for the Administrator and the Guest accounts) must belong to at least one group. Users may belong to more than one group simultaneously. Users can be created from an Active Directory group using AD integration.

KwikTag Licensing

Is KwikTag’s licensing named or concurrent?

KwikTag licensing is on a Named user basis. Each KwikTag Client license is issued for a specific number of users. Although the System Administrator may create as many users as desired, only the licensed number may be enabled; all others must be disabled. This allows for reassignment of licenses as staff members and/or users change.

Can I use my own SQL Standard or Enterprise Licensing?

KwikTag ships with Server SQL 2012 R2 Express Edition. However, you may use your own SQL Standard or Enterprise license.

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