Document management dashboard on a dark blue background
DMS

Document Management System

Document management software that manages corporate documents in one place, with versions and access permissions, and also covers approval workflows and the audit trail.

Product features

What Does the Document Management System Offer?

The Document Management System is software designed to manage corporate documents in a single place, with versions and access permissions. Documents such as procedures, instructions, forms and contracts sit in one hub; which version is current and who did what is always clear.

  • Central document repository

    Keeps documents in one structure instead of scattered folders; teams work from the same source.

  • Version control

    Shows the current version clearly and keeps earlier versions on record, which reduces the chance that an outdated document is used by mistake.

  • Access permissions

    Defines who can view and edit which document; permissions can be set up by team and role.

  • Approval workflows

    Documents pass through a defined approval process before they are published; who approved and when stays on record.

  • Search and classification

    Documents can be reached by category, tag and content; the document you are looking for is found without browsing folder by folder.

  • Audit trail

    Records actions on documents in a traceable way, which makes it easier to look back during audits and reviews.

Process

How does it work?

  1. Together, we design the document types, the folder and classification structure and the permission groups.

  2. We migrate your existing documents into the new structure and organise versions and classifications.

  3. We define as workflows which document goes through whose approval and who can see it.

  4. We support your teams in finding, updating and sending documents for approval in the new structure.

  5. We review the audit trail and document status at intervals and update the structure as needed.

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