Document Management System

Document management, simple, secure and error-free.

Manage documents centrally and find them instantly with the right customer, supplier, order, or project. This prevents loose files and different versions, and gives everyone access to the correct documents from within the business process.

What are the core functions?

Direct access to documents from Dynamics 365.

Automatically generated folder structures based on ERP data.

Drag and drop uploading of files.

Metadata and search functionality by customer, project or service.

What are the core functions?

Direct access to documents from Dynamics 365.

Automatically generated folder structures based on ERP data.

Drag and drop uploading of files.

Metadata and search functionality by customer, project or service.

Why Document Management System?

Collaboration.

Documents are always current and available within familiar Microsoft apps such as Outlook and Teams.

Integration.

Works seamlessly with Dynamics 365 and Office without additional manual steps.

Performance.

Even large numbers of documents remain quickly accessible and organized.

License Advantage.

Users can access documents without additional ERP licenses.

Consistent structure.

Folders and document structures are built automatically and uniformly.

Automation.

Smart workflows support approval, capture and archiving.

Quick search.

Find documents directly via metadata such as customer, project or service.

Summary

SmartDMS makes document management simple, secure and reliable. By automatically structuring documents and linking them directly to Dynamics 365, one central and consistent document environment is created. This prevents errors, speeds up collaboration and ensures that information is always findable and up-to-date.