Extensions for your business applications
Easily extend Shareflex with the integrated add-ons to include additional key components: Document generation, Outlook and ERP integration as well as reporting.
Outlook Integration – Shareflex® Outlook
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.
Shareflex® Outlook
ERP Integration / Master data comparison
The Shareflex Extensions and Shareflex Solutions integrate perfectly into SharePoint 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.
Shareflex® DocGen powered by dox42
Automatic document generation – Shareflex® DocGen
Using the Shareflex DocGen extension, 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 – Shareflex® Reports
The Shareflex Reports extension 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!
Shareflex® Reports powered by Lightning Tools
Do you have any questions? I will be happy to answer them personally!
Frank von Orlikowski
CEO and Sales
Phone +49 40 226040 00
info@portalsystems.de
