Manage all stages of the lifecycle of your digital documents in a completely centralised way, regardless of their type. E-mails, letters, PDFs, Word, Excel, or PowerPoint are stored, indexed and accessible in no time.
The EDM is a central element of any business management system.
This module allows you to manage all your documents centrally. All documents and e-mails concerning your clients are at your disposal directly in their mandate. Find them easily with the help of a powerful search engine equipped with numerous filters.
Fully customisable Word templates allow you to generate any type of document while respecting your visual identity.
Access rights management, real-time collaboration, versioning, and history are supported for all documents filed and indexed in the EDM.
A QR code system allows a large number of documents to be scanned and automatically routed to the correct destination folders.
Managing your incoming and outgoing e-mails is made easy with our EDM component, directly integrated with Outlook. Thanks to Artificial Intelligence tools such as Machine Learning, benefit from a filing system based on suggestions that are refined over time or opt for a fully automated filing process to consistently find your e-mails in the right place.
To discover the key features of the “Electronic Document Management” module, please download the PDF.