KEY2ACT | Signature Solution Integration

MetaViewer + Signature + Microsoft Dynamics = Automation

You’ve integrated your Signature solution with Microsoft Dynamics GP and experienced more efficiency both in the field and in the accounting office. Now it’s time to integrate the MetaViewer document management solution to gain more insight of your financial documents and processes.

MetaViewer has the capability to fully automate document workflow processes. Invoice and order capture make it easy and efficient for suppliers and customers to provide your company with electronic invoices and orders by either skipping the scanning process altogether, or utilizing MetaViewer’s OCR and document recognition technology.

MetaViewer also provides Signature users with a fully intelligent workflow to automatically route documents for review and approval. In doing this, you no longer have to worry about where in your organization your paper invoice ended up and whose stack of paperwork it’s buried under.

The paperless process is fully visible, and MetaViewer lets you monitor your entire workflow in real-time.

KEY2ACT provides field service, construction management and IoT asset intelligence solutions. They empower specialty trades businesses to deliver proactive service, increase profitability and improve building performance.

MetaViewer, integrated with the Signature solution, gives you visibility of cost coding fields within the Jobs, Projects and Accounting solution. This solution provides a single hub where all the information that you need to manage jobs and projects is available.

With the click of your mouse or the touch of a screen in your MetaViewer solution, data is passed to your Microsoft Dynamics and Signature solution with no additional data entry needed.

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