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What is a document management system?
To begin with, a document management system is responsible for the handling of documents in a company. This includes the methods, instructions and processes for administration, control, storage and destruction of documents.
For us, document management means to intelligently speed up, simplify and optimize the administration of documents and information. To ensure this, our customers count on d.velop software in the form of a document management system (DMS). Such a document management system should meet two major requirements for the transition to a paperless office at your company.
Intelligent document receipt and audit-compliant archiving
Documents used to arrive at the company by mail and were then distributed to the different departments and filed in folders, but now this process has been automated and digitized thanks to a document management system – from scanning to archiving. Manual filing, records management and unstructured folders are history.
Centralized access to information and documents in a single system
All information relevant to the user is found in the DMS and can be edited there. This is made possible by the seamless integration of third-party systems such as SAP, Microsoft SharePoint, Microsoft Office 365 or Salesforce.
For example, a user will find information on customers, invoices, offers and contracts in the document management system with only a few clicks.
d.velop document management from the cloud
- Structured storage in the customer’s context
- Permanent availability of all documents
- Search by keywords, metadata and full text
- Fast access to old documents
- A partnership of equals
- Full cost control in the cloud
Digital document management
The benefits of a document management system at a glance
Separate new documents after scanning with the help of AI and automatically assign them to the right context. Structuring in standard file plans based on categories and metadata within the business context grants your users direct access.
On the desktop or mobile. Online or offline. With d.velop software you are sure to find any document using keywords, metadata, full text and faceting. Using the enterprise search functionalities, you will find all information company-wide.
Once stored, you edit documents directly in the location they have been saved. Always revise the most recent version of a document thanks to versioning, leave notes and even share documents externally on request.
Central information location
With numerous standardized data interfaces and the option to connect additional repositories to the DMS via the d.velop REST API, it becomes the central hub for documents and content with a wide variety of file formats from CRM, ERP and merchandise management systems.
Archiving compliant with legal requirements
d.velop document management software provides the basis for audit-compliant storage with comprehensive functions regarding transparency, completeness, accuracy, timeliness, organization and immutability.
Digital business processes
Digital documents provide the basis for digital processes. Use d.velop to create your own workflows, supporting your business processes. From simple requests for time off to travel expense reports to invoicing workflows – anything is possible.
Do you have any questions?
You have further questions regarding the Document Management & Business Process Management solutions? Or would you like to arrange an appointment for an individual demo?