Document management system (EDMS)

Document Management with a System!

d.velop document management dms dashboard screenshot

Accelerate, simplify, and optimize the management of information with the document management system (EDMS) from d.velop!

  • Environmentally friendly
  • Legally secure
  • Available immediately
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Access to all information in one EDMS

Put an end to manual filing, document management, and unstructured file folders! Documents used to arrive at the company by mail, were then distributed to various departments, and filed in file folders. With a document management system, this process is automated and digitized – from scanning to archiving.

All information relevant to the user is found in the DMS and can be processed there – regardless of whether it is an invoice, offer, delivery bill, or e-mail. By seamlessly integrating third-party systems such as SAP, Microsoft 365, or Salesforce, you create a central hub for all information in your company and organization: d.velop documents.

  • Quick access to all information
  • Meet compliance requirements through audit-proof archiving
  • Seamlessly integrate third-party systems
  • Dissolve data silos: store and retrieve everything centrally
  • 0.68 Trees per year are printed by a single employee on average.
  • 345 EUR per year on average by each employee, at 6 cents per printed page.
  • 168 minutes a day are spent by employees in the accounting department filing paper documents.

EDMS White Paper

Document management explained simply

What should document management software be able to do? And what are the advantages of implementing it? Find out in 20 pages.

Contents of the whitepaper

  • Understanding digital document management
  • An overview of the 7 most important functions
  • Step-by-step guide to implementing a EDMS

EDMS functions at a glance

Work much more productively with a EDMS.

  • Digital files: Structure documents digitally

    d.velop employees are working with digital files

    In digital file plans, based on categories and metadata, you structure business information within your business context.

    • Work across locations
    • Fast search
    • Simple, legally compliant filing
  • Legally compliant archiving: Meet compliance requirements

    d.velop employee is presenting in the office

    The d.velop EDMS creates a basis for audit-compliant storage with traceability, timeliness, completeness, accuracy, order, and immutability.

    • GoBD-compliant archiving
    • Certified according to IDW PS880
    • Central availability
  • Digital business processes: Automate workflows

    d.velop employees are working with digital files in the office

    Create your own workflows with d.velop to support your business processes. From vacation requests to travel expense reports or invoice workflows, everything is conceivable.

    • No more manual workflows
    • Legally compliant implementation
    • Optimization of your business processes
  • Digitize documents: Recognize and process

    d.velop employee is working with digital documents dms in the office

    Categorize documents through AI-based scanning that automatically assigns them in the appropriate contexts – through data interfaces and the possibility of additional systems via the REST API.

    • Capture paper documents in seconds.
    • Instant recognition and classification of documents.
    • Automatic data extraction from documents.
  • Enterprise Search: Search and find information quickly

    d.velop employees are sitting on the stairs with a smartphone

    Whether on desktop or mobile, online or offline: With software from d.velop, you can find any document with certainty via keywords, metadata, full text, and faceting.

    • Corporate knowledge immediately available
    • Overcome data silos
    • Search in real time
  • Collaboration: Work together better in a team

    d.velop employees are talking in the office with a headset on

    Always be able to revise the latest version of a document thanks to versioning. Leave notes and even share documents with external parties.

    • Collaborate better as a team
    • Share documents with external parties
    • Increase work efficiency

EDMS Webinar

Document management out of the box – Kick-start your digitalization

Watch the webinar and discover in just 45 minutes how to get started with digitalizing your organization. See how easy it is to use a document management system in the cloud. Book a system and get started within minutes!

Agenda

  1. Challenges in modern document management
  2. d.velop documents – the document management system out of the box
  3. Demonstration of the EDMS software
    Booking and onboarding, insight into the individual functions, and concrete usage scenarios based on practical examples
  • Herzon Kitchens AG relies on DMS in the cloud

    Reference herzog kitchen logo success story

    “We consciously decided to deploy the DMS in the cloud. Our costs are demand-based and dependent on the actual use of the services. In addition, we can relieve our IT resources and now take care of our core business with more focus.”

  • Digital central archive at Oberschwabenklinik

    reference oberschabenklinik success story

    “Digitalization costs money at first, but it saves considerable resources in the long run. In hospitals, digitization always means streamlining the resources, which are notoriously scarce in the healthcare sector, more specifically to patient care.”

  • Cloud migration in record time at Schmitz Cargobull AG

    Schmitz Cargobull Success Story Image with logo and trailer

    “We are able to reduce the administrative effort we previously had to invest in our IT infrastructure and get added flexibility and scalability. Schmitz Cargobull pursues a clear cloud strategy to increase performance and efficiency through system migration.”

Connect your existing systems
with the d.velop EDMS

The Gartner Magic Quadrant Content Services Platforms certifies d.velop a strong integration expertise
– no matter if ERP, CRM, or other leading applications.

All your business information comes together in the EDMS

Data and documents are created in many different systems of an organization. In order to be able to store them in the digital DMS, a connection to these systems must be established. Once they are seamlessly integrated, you can access the information in the archive directly from the respective application.

DMS Schnittstellen: CRM, HR, ERP, E-Mail-Clients und Tools

Prices at a glance:
Document management the way you want it

You have the choice: d.velop documents can be operated “on-premises,” through a hybrid option, or completely without hardware in the cloud. Just hit start and test d.velop documents 30 days completely free of charge and risk-free. You can find d.velop documents in the d.velop store, and if you decide to use d.velop documents after 30 days, you can choose from one of the following price plans:

How to work with our
Document Management System

WebClient & Mobile App

Whether your employees work from the office or from home, it no longer matters with d.velop documents. In their daily work, your users use our web-based client to access documents and processes. All you need is an internet connection.

Via our mobile app, you can access all functions of your EDMS at any time and from anywhere. Documents can be viewed, edited, or released, and processes can be handled just as fast as they are in the office. All in a completely secure environment.

d.velop document management dms dashboard screenshot

Add functions to EDMS at the touch of a button

A document management system creates the ideal entry into digitization. Expand your DMS with additional helpful functions and products.

  • Invoice processing

    male sitting with laptop and phone

    Simplify manual invoice processing by digitizing it!. This optimizes the entire invoice workflow.

  • Contract Management

    woman with glasses and headphones working on a laptop

    With digital contract management, you keep control and have an overview of contract documents in your company at all times.

  • Digital signature

    coffee break with phone

    With our digital signature software, creating a legally compliant electronic signature is easy and intuitive. This means that contracts, invoices, and documents can be signed directly in the cloud.

Questions?

Frequently asked questions about document management.

What does DMS mean?

DMS is the abbreviation for document management system. DMS software refers to a solution that enables automated and holistic management of documents and information. A DMS is database-driven, which enables high accessibility and secure archiving of documents within an organization.

How does the document management system d.velop documents work?

A document management system replaces paper files and digital drive structures. Efforts in administrative activities are minimized through the use of digital files, intelligent search in full text, and potential for collaboration. Standardized processes, such as sick leave and vacation requests, can be easily automated and made transparent. Basically, a DMS reduces work, makes it more efficient, and promotes productivity. For a comprehensive look, we recommend the article on document management in our digitization wiki.

What are d.velop documents?

d.velop documents is a document management system. With it, you no longer have to manually maintain a digital filing system, but instead have your documents sorted into digital files by a clever algorithm. Instead of memorizing directory paths, you will get to the desired documents in a flash with an intelligent search function. You can also store e-mails, attachments, images, and other file types here. Workflows automate, standardize, and accelerate recurring processes. A document management system is a smart choice for getting started with digitization and can become the hub of information flow in your company. We would be happy to show you exactly what a DMS looks like in use, without any obligation, in a personal appointment to help familiarize yourself with it.

What are the integrations?

We have a wide range of integrations and, via an open REST API, the ability to connect even highly customized solutions: whether they be CRM providers, HR software, ERP systems, email clients, and collaboration tools. A few of the most common integrations are SAP, IBM, Microsoft 365 solutions, and Salesforce. We have summarized more information for you on our interfaces page.

Is there an interface to Salesforce?

We have created a connection that links Salesforce and d.velop documents. For example, Salesforce employees can call up and edit documents without having to leave their familiar CRM environment.

Is there an interface to SAP?

For SAP users, we have an application that seamlessly integrates our DMS with SAP. This means you can access and edit your documents from the familiar SAP application interface. You also benefit from the certainty that all documents are archived in an audit-proof manner. We offer various applications for SAP, whether DMS, invoice processing, or procurement processes – all from a single source.

What are the costs for a DMS?

The costs for a DMS at d.velop are made up of different factors. The type of provision and the number of users with their respective requirements of functions are two essential pillars here. We would be pleased to submit you a personalized offer. For an orientation within our cloud application, you will find our current editions and prices in the d.velop store.

What is the d3 DMS?

d.3ecm is the old product name for d.velop documents, our document management system. Whether you are on-premises, in the cloud or in hybrid operation – d.velop documents is your reliable companion in all deployment forms.

You have further open questions? Then simply book a consultation appointment.