COSMO Document Management System
| Microsoft AppSource | COSMO Marketplace |
| COSMO Website | Solution Catalog |
| Apps, LibrarySets, Objects (C/AL) | Source Code |
| Planned Features |
COSMO Document Management System (DMS) is used to share documents in Microsoft Dynamics 365 Business Central and provides easy access through Microsoft SharePoint. Searching efforts are reduced due to the display of only relevant files on a record. Reports can be automatically uploaded to save digital copies. Users without Microsoft Dynamics 365 Business Central or mobile staff can access those files in SharePoint.
Key Features
- Display and filter only relevant documents for a record in Microsoft Dynamics 365 Business Central
- Upload and delete new files by Drag and Drop or context menu
- Manage metadata to tag the files with important information
- Automatic upload of report output (for example, order confirmations)
- Configure all filters and metadata directly in Microsoft Dynamics 365 Business Central
- Use SharePoint to provide additional features, such as versioning, in-document search, and team management
- GDPR compliant file storage with retention labels
COSMO Document Management System functionalities are accessed using the Tell Me feature in Microsoft Dynamics 365 Business Central. Choose the 
icon, enter the page name, and then choose the related link.
Note
The content in COSMO Docs reflects the most current version of the COSMO Document Management System app. If your company is using a different version, you may not have some of the described features. If you are using an older version or an On-Premises version of the app, see the specific product content in COSMO CONSULT Product Documentation.
Recommended browsers
COSMO Document Management System is designed to work with Chromium-based browsers, such as Chrome for Windows 95, Microsoft Edge for Windows 95, Opera 80, and Safari 11.
Note
Firefox for Windows 94 does not support Drag and Drop of email messages.
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