Lean Business Vertec Connector

The Vertec Connector seamlessly integrates M-Files and Vertec, preventing the need to enter information twice by synchronizing all essential data. This tool is indispensable for streamlined and efficient administration with Vertec and M-Files.

Publisher: Lean Business AG

Product Description

Our Vertec-MFiles Connector seamlessly synchronizes information from Vertec to M-Files, ensuring a fully automated and efficient data management process. This powerful tool is designed to support streamlined and effective administration, making it an ideal solution for businesses looking to enhance their operational efficiency.

Key Features:

-Synchronization of all master data: Projects, mandates, sub-mandates, addresses, contacts and many more.

-Document export: Export documents created in Vertec to M-Files, adding all functionalities and advantages of M-Files to these documents.

-Access management: Protected data in Vertec is identically protected in M-Files.

-Verification of master data: Updates, new entries, duplicate entries and deletions of the masterdata.

-Customization of synchronization: Tailor the synchronization process to your specific needs.

-Interface extension: Customize the interface to meet your personal requirements.

 

Optional Functions:

  • Timetracker: Automatically record services in Vertec on the corresponding project when documents in M-Files are modified.
  • Email Composer: Email dispatch from M-Files to contacts managed in Vertec.

Documentation and Additional Information


Download Link Description

Licensing and Downloads

Licence Type Purchase Required - Contact Publisher for Licensing Information

 

Contact Information

Website https://www.lean-business.ch
Sales and More Information
Contact Name Martin Fricker
Email Address contact@lean-business.ch
Phone +41 (0) 71 228 59 61
Technical Support


Support Email support@lean-business.ch
Support Site
Support Phone

Product Specifications

Supported Environments

Customer Environment:

M-Files Standard Cloud:

M-Files Isolated Cloud:

 Yes

 No

 Contact M-Files

Supported Languages German, English
Regional Availability Central & Eastern Europe, Western Europe

Screenshots