What are Matriks Docs?

Matriks Docs refers to documentation and tools associated with Matriks, a company that develops software solutions integrated with Microsoft Dynamics NAV (now known as Dynamics 365 Business Central).

One of their notable products is Matriks Doc 4, an add-on designed to enhance document management within the Dynamics NAV environment.

Matriks Doc 4 Overview

Matriks Doc 4 is a document management solution that allows users to create, save, and manage documents directly within Dynamics NAV.

Key features include:

• Template Integration: Utilizes Word and Excel templates to ensure consistency and inclusion of all relevant information in documents.
• Document Storage and Retrieval: Supports saving and displaying various file formats, including Adobe, AutoCAD, HTML, Office, and MP3. It also offers integrated scanning to PDF files and is fully integrated with Record Links for easy document navigation.
• User Interface: Provides an Office Add-In called Matriks Template Designer for intuitive template creation, supporting role-specialized clients.
• External Storage Integration: Facilitates external document storage, enabling better integration with OneDrive and SharePoint.

System Requirements:

• Microsoft Office 2007 or newer.
• Dynamics Navision 2009 or newer (including Business Central).

For more detailed information, you can visit the official Matriks Doc 4 page.

Additional Resources

If you’re interested in technical documentation or developer resources related to Matriks products, you might explore their API documentation, which covers topics like market data and information data using MQTT protocols.

This documentation provides insights into real-time and delayed market data feeds, as well as information messaging systems.

How does Matriks Docs compare with other document management systems?

Matriks Docs (specifically Matriks Doc 4) is a specialized document management system (DMS) built to integrate tightly with Microsoft Dynamics NAV / Dynamics 365 Business Central.

Here’s how it compares with more general-purpose DMS platforms like SharePoint, DocuWare, or M-Files across key dimensions:

1. Integration with ERP Systems

• Matriks Docs: Deep, native integration with Dynamics NAV/BC. Documents can be directly linked to records in the ERP (e.g., vendors, sales orders).
• Others: SharePoint has connectors but often needs customization or third-party tools to match the level of integration Matriks Docs offers out of the box.

2. Template Management

• Matriks Docs: Uses Word and Excel templates, integrated with ERP data fields using the Matriks Template Designer add-in.
• Others: Systems like M-Files and DocuWare offer templates, but integration with business data usually requires configuration or scripting.

3. File Format and Document Type Support

• Matriks Docs: Supports Office files, PDFs, AutoCAD, HTML, MP3, and more. Strong emphasis on industry-specific formats (e.g., for manufacturing or logistics).
• Others: Broader DMS solutions support a wider array of file formats but may require plugins or extensions for certain specialized formats.

4. Storage and Retrieval

• Matriks Docs: Allows documents to be stored internally (in the ERP) or externally (e.g., SharePoint, OneDrive). Offers scanning and record-linking.
• Others: SharePoint excels in collaborative storage, versioning, and access control. M-Files and DocuWare focus more on metadata-based retrieval.

5. User Experience

• Matriks Docs: Familiar UI for Dynamics users, minimizing learning curve. Geared for users already in the Microsoft ecosystem.
• Others: SharePoint has a modern web interface. M-Files uses a metadata-driven interface which is powerful but can require user training.

6. Workflow and Automation

• Matriks Docs: Basic workflow capabilities within NAV/BC; often relies on ERP logic.
• Others: M-Files, DocuWare, and Laserfiche offer advanced workflow engines with conditional logic, approvals, and automation.

7. Compliance and Security

• Matriks Docs: Inherits NAV/BC security model, supports basic audit trails.
• Others: Most modern DMS offer more robust compliance, audit logs, e-signatures, and granular permissions (e.g., HIPAA, GDPR support).

8. Cost and Licensing

• Matriks Docs: Cost-effective for NAV/BC environments, especially if you already have Microsoft licensing.
• Others: May require separate infrastructure or subscriptions (cloud or on-prem), potentially increasing total cost of ownership.

Summary Table: