Overview
Office 365 Document Management (with SharePoint)
Companies can utilize Microsoft 365 or SharePoint as a document management system, with access to all relevant features for a comprehensive solution. With our seamlessly integrated sidebar and intelligent, rule-based document storage, you have two robust approaches for the quick and uncomplicated management of your digital documents. You can choose whether to use Microsoft Office or SharePoint on-premise or in the cloud. With subsequent legally compliant archiving, you have a consistently digital and user-friendly solution. Using the SharePoint or Microsoft 365 document management approach, there’s no need for an additional DMS. Seamless integration with various business systems—whether from Microsoft, SAP, or other vendors—is easily achievable.
Sidebar Integration
Always Have Your Documents in the Right Context
Our sidebar seamlessly integrates into your environment, allowing you to store, find, or edit documents in SharePoint in sync with the current ERP business context, regardless of whether you’re working in your ERP, CRM, or another business system. The versatility of use within your organization is extensive: new business systems, whether ERP, CRM, or others, can be quickly and easily integrated and configured.
Integration
The sidebar seamlessly integrates into your desktop.
Efficiency
You have constant access to your documents, ensuring quick retrieval.
Versatile Application
The solution supports a variety of different business systems, including ERP, CRM, and others.
Rule-Based Document Storage
SharePoint Document Management with Business Logic
Our middleware offers the capability to automatically deposit documents into SharePoint from various business systems and sources based on specific rules. The necessary index information is automatically extracted from the source system and doesn’t need to be manually entered into SharePoint. Source systems can include various ERP systems, such as MS Dynamics, SAP, Infor, as well as mail systems or scanners. We have the perfect tool for depositing documents for legally compliant archiving in SharePoint or Microsoft 365.
Integration
Various source systems can be integrated, including MS Dynamics, SAP, Infor, and more. All documents are immediately available through the sidebar.
Automation
Automatic tagging using information from the source system. Additional entries can be made interactively “on the fly” through a dialog.
Configurable Filing
You get a configurable document storage solution that does not require extensive programming.
