Office 365 DMS

Microsoft Document Management & Enterprise Content Management

Our solutions for intelligent document storage and the user-friendly desktop sidebar allow for swift and organized handling of your company’s documents. Customized to your needs and efficient.

Optimize and expand SharePoint as a DMS
Integration with various ERP, CRM, and other business systems
High transparency, efficiency, and user-friendliness

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Preview MockUp: Solution for Seamless Document Integration

Sidebar Integration
Rule-Based Storage
Benefits
Integrations
FAQs
Blog

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.

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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.

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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 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.

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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.

Benefits

All benefits of the Solution

Metadata

No Programming

Minimal user programming is required. A simple design tool defines (and documents) filing rules.

ERP templates

Templates are available for many common systems, including SAP ECC, SAP S/4HANA, SAP Business One, MS Dynamics 365, MS Dynamics AX, MS Dynamics NAV, Sage Office Line, IBM Maximo, and many more.

Seamless Integration

Documents are always in the right business context, with the sidebar seamlessly integrated into the desktop, making your documents readily accessible.

Legally Compliant Archiving

Archive your documents in SharePoint for long-term legal compliance. User-friendly and organized.

Integrations

Seamless integration with common ERP/CRM and business systems

For example:

MS Dynamics 365 Finance&Operations or Business Central
MS Dynamics NAV
MS Dynamics AX
SAP S/4HANA (Cloud)
SAP Business One
SAP ECC
Sage Office Line
IBM Maximo
Infor
and more…

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FAQs

Frequently Asked Questions

What is the difference between an ECM and a DMS?

A document management system (DMS) focuses primarily on the management of electronic documents within an organisation. It includes functions such as capturing, storing, organising, searching, securing and releasing documents during their lifecycle.

An enterprise content management system (ECM), on the other hand, encompasses more of an organisation’s content: it is not just about managing documents, but also images, videos, emails, web content and more. ECM offers functions such as workflow management, records management, business process management and compliance management.

What is digital document management?

Digital document management refers to the management of electronic documents within a company. This includes capturing, storing, organising, securing, releasing and managing documents from the first draft through to audit-proof archiving.

What is the difference between OneDrive and SharePoint?

OneDrive is intended more for personal data storage and sharing, while SharePoint is primarily used as a collaboration platform.

Who needs a document management system?

Companies of all sizes and from any industry can use a DMS if they want to organise and/or optimise their document-based processes. Even small companies can benefit from the significantly more efficient processes and potentially see an unexpectedly rapid amortisation of investment costs.

What are the advantages of a digital DMS?

If documents are organised digitally, they can be saved automatically with metadata, filed intelligently, versioned or released with specific rules. This makes searching for specific documents extremely efficient and much easier than in paper form, for example. Documents are immediately available in the right context.

In addition, short-term backup when processing documents and the long-term storage required by law play a major role: with the right e-archive, all documents can be stored in an audit-proof and therefore legally compliant manner. SharePoint, for example, is a good choice here.

In addition, adherence to compliance guidelines and the reduction of paper consumption and archiving costs are among the most important benefits.

What is SharePoint and how does it work?

SharePoint is a web-based platform from Microsoft that is used for collaboration, document management and information exchange. Users can save documents, edit them in parallel, create and exchange task lists and information. Accordingly, the central functions are project management and document management with SharePoint.

What is the advantage of SharePoint document management?

The main advantage of the SharePoint DMS is the comprehensive functions for collaborative editing of documents and information. The centrally stored documents can be edited in real time, all changes are automatically synchronised and continuously saved. Of course, there is seamless integration with all other Microsoft products, such as the widely used Office suite. This makes it easy to implement work processes across several productivity tools. In this context, the term Microsoft document management or Microsoft 365 document management (formerly Office 365 DMS) is often used.

What types of document management systems are there?

There are server-based systems, cloud-based systems, open source systems and specialised industry solutions. The choice depends on a company’s requirements and preferences.

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More Information

August 21, 2024