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Partner solutions for Shareflex and SharePoint Online and OnPrem

Extensions for your business applications

Easily extend Shareflex with the integrated add-ons to include additional key components: Archiving, document generation, Outlook & ERP integration and reporting.

Outlook Integration

Business applications created with Shareflex integrate easily into Outlook via the user-friendly sidebar Shareflex|outlook. All business objects and their contents can be searched and displayed directly in Outlook. Addtionally, you can easily assign emails and their attachments, as well as documents from the file server, to the respective business object by “drag & drop” via Outlook. It is also possible to forward files and documents directly via Shareflex|outlook by email. This way, the business application users always remain in their familiar working environment.

New: yourMail for Microsoft Teams and OneDrive. Learn more in our Video (German only)


Preview partner solution Shareflex Outlook Integration

Shareflex|outlook powered by yourMail

Preview partner solution Shareflex Archiving

Shareflex|archive powered by tecmasters


Audit-proof Archiving

The Shareflex|archive add-on extends SharePoint-based business applications by adding audit-proof archiving of documents of all types. Thus, SharePoint documents can be archived manually or according to freely definable rules. Archiving typically takes place on storage systems such as NetApp, EMC, Fast LTA, or Hitachi systems. Likewise, Microsoft Azure Storage or existing RAID systems can be connected via Grau Data’s FileLock technology.

KPMG has reviewed the audit-proof storage of the documents on the storage systems and documented this in a certificate. All archived documents can be displayed directly in the Shareflex applications within SharePoint and can be integrated into any processes and workflows at any time. If you want to store the outgoing documents of your ERP systems audit-proof, we offer you interfaces for MS Dyn NAV, AX, CRM and Dyn 365 as well as for SAP, which are prefabricated and certified by the ERP manufacturers.

You already have an ECM, DMS or archive system in use?

No problem. We also integrate directly into your existing archive system, such as Saperion, easy or d.3ecm.

ERP Integrations / Master data comparison

The Shareflex|platform, the integrated Shareflex|add-ons and the Shareflex|solutions integrate perfectly into SharePoint 2013, 2016 and 2019 as well as your Office 365 / SharePoint Online environment. Additionally, the master and transaction data required for the business applications can be easily and securely synchronised with your ERP, financial accounting or merchandise management systems. For this Shareflex offers standardized and flexible integration possibilities.

In case you need to store the incoming and outgoing documents of your ERP systems audit-proof, we offer you pre-configured interfaces for MS Dynamics NAV, AX, CRM and Dynamics 365 as well as for SAP / archivelink. Of course, all certified by the ERP manufacturers (see also “audit-proof archiving”).


Preview partner solution Shareflex ERP Integrations

Preview partner solution Shareflex Automatic Document Generation

Shareflex|docgen powered by dox42


Automatic document generation

Using the Shareflex|docgen add-on, documents can be generated automatically from templates. In addition to simple texts, dynamic tables and diagrams as well as images and bar codes can be created on the basis of conditions and calculations. The document content to be created can be directly imported from the metadata of the business application, from stored text modules or from data stored in third-party systems. And in addition to interfaces to common ERP systems such as SAP or Microsoft Dyn AX, NAV, CRM and Dyn 365, we also offer you the option to integrate any external databases. Finally, the definition is very convenient, for example directly from Microsoft Word.

Reporting

The Shareflex|reports add-on allows you to evaluate all lists and document libraries created in SharePoint and display them in diagrams or lists. When needed, you can always add new reports and evaluations to the system. Or just adapt them to your individual requirements, using a graphical tool. And if you wish, you can export your reports to Excel at the touch of a button. According to your wishes and as your business demands!


Preview partner solution Shareflex Reporting

Shareflex|reports powered by Lightning Tools