SharePoint-documentbeheer
Companies and organisations rely on d.velop documents for M365.
Sharepoint DMS Features
d.velop SharePoint-documentbeheer
voor Microsoft 365
Based on Microsoft 365, d.velop documents for M365 provides functions that further develop the platform into a professional and comprehensive document management system (DMS). Digital files, a full-text and metadata search, template management and workflows help with the context-related provision of information and the digitalisation of business processes. This brings the following advantages:
- Dankzij integratiemogelijkheden in bekende interfaces zoals Microsoft Teams & Outlook, SAP, Salesforce en Dynamics 365 hoef je niet tussen verschillende applicaties te schakelen.
- Gebruik van het bestaande Microsoft 365-platform en SharePoint Online
All key DMS features at a glance
Leverage the benefits of d.velop documents and integrate it seamlessly into your Microsoft 365 environment.
- Quick Actions: Configurable quick access to relevant SharePoint functions and workflows.
- Quick Search: Integrated quick search to directly access additional SharePoint content.
- Preview: Preview SharePoint content with in-browser editing for Office formats.
All DMS functionalities accessible and manageable directly from Teams
Benefit from the native integration of the DMS in your Microsoft Teams and always have all relevant documents at your fingertips.
- Quick Access: Access documents and information directly from Teams channels in the appropriate context.
- Direct Visibility: View communication-relevant information directly in your primary communication tool.
Direct filing from Outlook
With direct filing from Outlook, you increase your process efficiency and benefit from a transparent view of all case-related documents.
- Seamless Document Management: Documents and correspondence are filed or processed directly from Outlook.
- Contextual Email Filing: Email correspondence is stored directly in digital files in the appropriate context.
Whitepaper
Geïntegreerd documentbeheer met SharePoint / Microsoft 365
In de meeste bedrijven werkt bijna niets zonder ERP en CRM - maar de verwerking van bedrijfsgegevens en documenten gaat meestal gepaard met lastig schakelen tussen verschillende media en systemen. De integratie van standaardapplicaties met SharePoint / Microsoft 365 maakt het mogelijk om naadloze digitale processen te implementeren.
Lees in deze whitepaper hoe geïntegreerde contentservices kunnen worden gebruikt om naadloze, end-to-end digitale oplossingen te implementeren in SharePoint / Microsoft 365.
Sharepoint digital file
Digital files –
The heart of your DMS
Digital files can be created for all requirements, industries, or needs. Their usage is versatile. d.velop customers use standardised files, for example:
Employee File
The digital employee file accelerates the handling of HR processes within the company, ensures transparent workflows, and improves the ability to provide information.
Customer File
In the digital customer file, all information and contracts related to a customer are stored in a central location, making them always digitally accessible.
Supplier File
Whether delivery notes, quotations, or other information about a supplier, a digital supplier file centrally consolidates all relevant information.
Project File
With the digital project file, you can manage all documents directly in a central digital archive. This allows users to access all project-relevant materials from anywhere.
What excites me about the solution is that, for the first time, it is a standard product that can then be tailored to the company and its specific needs.
With the d.velop documents for Microsoft 365 extension, we connect SharePoint/M365 with SAP ERP and Salesforce, achieve full transparency over our documents and business processes, and ensure legally compliant filing.
Insights into Document Management with SharePoint and Microsoft 365
Weitere d.velop Lösungen für Microsoft 365
Factuurworkflow met SharePoint Online in Microsoft 365
Bespaar tijd, geld en middelen met een digitale SharePoint-factuurworkflow.
- AI-Based Invoice Recognition
- Integratie met Microsoft Teams & Outlook
- Seamless Integration with Existing Systems (ERP, Finance & Inventory Management)
Digital Contract Management with Microsoft 365
Take advantage of the benefits offered by contract management software:
- Efficiency: Quickly find, edit, analyse, and compare contracts
- Transparency: Never miss a deadline again
- Integration: Manage contracts within the familiar Microsoft SharePoint environment
Digital Employee File with SharePoint & Microsoft 365
With the digital employee file in Microsoft SharePoint, you can manage your personnel data efficiently and clearly.
- Automated HR Processes
- Secure Permission Structure
- Location-Independent Access
Integraties
Seamless integration into existing structures
The Gartner Magic Quadrant for Content Services Platforms recognises d.velop for its strong integration expertise – whether with ERP, CRM, or other leading applications. Below are the most popular integrations used by our customers. Simply click to learn more!
News & Resources
Comprehensive guide to document management with SharePoint in Microsoft 365
Geïntegreerde contentservices voor Microsoft 365 & SharePoint
Lees in deze whitepaper hoe geïntegreerde contentservices kunnen worden gebruikt om naadloze, end-to-end digitale oplossingen te implementeren in SharePoint / Microsoft 365.
Contractbeheer effectief gebruiken in SharePoint en Microsoft 365
This article explains how digital contract management with SharePoint and Microsoft 365 streamlines contract handling, ensures deadlines are met, and automates key workflows.
Samenwerkingsbeheer van contractlevenscycli voor Microsoft 365
Leer in het webinar hoe digitaal contractbeheer met Microsoft 365 eruitziet en hoe u hiervan kunt profiteren. Kijk uit naar een live demo van de oplossing. Daarna kun je de oplossing uitproberen en jezelf overtuigen.
SharePoint vs. Teams – Welche Anwendung eignet sich besser für die Dokumentenverwaltung
Find out in this blog article what the differences between these applications are and which one you should use in connection with document management.
FAQ
Veelgestelde vragen en antwoorden over documentbeheer met SharePoint
Microsoft biedt goede basisfuncties voor documentbeheer, zoals versiebeheer of de mogelijkheid om meta-informatie over documenten bij te houden. Deze meta-informatie moet echter handmatig worden onderhouden. Belangrijke interfaces met ERP/CRM-systemen, integratie in Outlook of de mogelijkheid om met virtuele bestanden te werken zijn niet beschikbaar in de Microsoft-standaard. Dit is precies waar d.velop om de hoek komt kijken en Microsoft 365 uitbreidt tot een compleet platform voor documentbeheer.
Alle documenten worden opgeslagen in uw Microsoft 365-tenant in SharePoint-documentbibliotheken. U hebt te allen tijde volledige toegang tot alle documenten.
Ja, met een beetje oefening kun je je eigen bestandsstructuren maken.
Er zijn twee manieren om metadata te bepalen:
1. documenten worden via drag & drop op een bestand gedropt (bijv. in Outlook of in de browser).
Als documenten via drag & drop worden gedropt, wordt de meta-informatie bepaald aan de hand van bestaande bestandsinformatie.
2. documenten worden automatisch gelezen door onze classificatiesoftware.
De classificatiesoftware leest het volledige document via OCR en classificeert het vervolgens in detail.
There are two options for sharing and editing documents with external partners:
1. sharing individual documents
2. sharing several documentsTeilen von mehreren Dokumenten
The first option could be, for example, an elaboration that is prepared jointly with an external in-house lawyer or a customer/supplier.
In this case, the sharing function, which can be called up directly from the file, provides support. Depending on the settings on the respective customer system, sharing with external persons outside the organisation is activated or deactivated. Adjustments may need to be made in the administration to enable external sharing.
The second variant often comes into play when the current process involves a larger project. One example would be if several documents from a file structure are to be made available to subcontractors for downloading or editing. In this case, you would need to discuss in more detail what is important in your specific case. The most common variant is that documents can be made available for download or editing in a protected SharePoint area.
Contact & Consultation
We connect data and people – And look forward to hearing from you.
Curious? We’d be happy to show you our software.
Simply request a live demo.