Document management with PROXESS DMS
PROXESS DMS helps medium-sized businesses digitize their company documents in compliance with legal requirements. PROXESS DMS is a scalable, TÜV-certified document management system made in Germany, featuring a modern web client, user-friendly search functions, and excellent display capabilities. It also includes editing functions such as printing, emailing, commenting, and versioning.
Standard integrations into numerous ERP, accounting or CRM systems as well as the MS Office environment enable relaxed working in the familiar IT environment.
Zertifizierte Software „Made in Germany“
Unsere Lösung PROXESS DMS ist vom Bundesverband IT-Mittelstand e.V. (BITMi) mit den Gütesiegeln „Software Made in Germany“ und „Software Hosted in Germany“ ausgezeichnet.
What is a DMS?
A document management system refers to a database-supported management of digital documents. The aim is to make all documents and receipts accessible to authorized persons company-wide, regardless of location, as automatically as possible, while simultaneously archiving them in a legally compliant and GoBD-compliant manner.
In practice, this means that all documents, regardless of their form, from paper receipts to PDF, Windows or other file formats, to documents from connected systems such as ERP, CRM or accounting, are brought together in a common archive.
Indexing the documents creates an organized, digital archive. Digital documents with recognizable indexing are automatically assigned and stored. Documents transferred from connected IT systems to the archive are also transferred via interfaces with appropriate index data. Necessary manual changes are generally supported by the system’s functionality.
All archived information and documents can then be found in seconds via keywords, a full-text search, or process-related searches. All authorized users have access to the archive and documents via a personalized access link, usually via a web client or app using a smartphone or tablet.
What are the advantages of a DMS?
The advantages of a DMS speak for themselves:
- Access to information and documents anytime, anywhere
- Access and viewing only for authorized persons
- Fast search through indexing; automated and manual
- Fast search through indexing; automated and manual
- Elimination of downtime and reduced workload through automated information
- Reminder and matching functions reduce errors
- Automated business processes optimize the entire workflow.
- Improved collaboration between geographically separated teams
- Compliance with laws and guidelines through the audit-proof nature of the DMS
Features of PROXESS DMS
Convenient and intelligent search functions
The quick search, similar to Google’s, searches metadata and document content simultaneously. Automatic search term completion helps you enter search terms simply and effectively. The path search allows you to “click through” to a document via hierarchical directory paths. For each document found, a new related search can be initiated directly, or the search can be further refined. The intelligent document radar displays all documents of a process at a glance.
Integrated file viewer
Over 50 different file formats are displayed directly in the browser. Documents can be zoomed, rotated, printed, emailed, and exported. Emails and file attachments can be downloaded and edited in their original format, just like all other formats. Auch innerhalb eines Dokuments You will also find extensive full-text search functions within a document.Sie umfangreiche Volltextsuchfunktionen.
Easy archiving via drag & drop
Simply drag and drop documents into the archive for archiving. For recurring filing scenarios, individual quick filing folders with pre-populated index fields are set up.
GoBD-compliant work with documents
Archived documents and files can be annotated, printed, downloaded, or sent via email. Each edit is archived as a new file version. This ensures the original file remains unchanged and guarantees legally compliant archiving.
Set up an individual work environment
Users have different needs for the archive. Simply set up your personal search masks and hit lists, or choose from the general company templates.
MS Office and Office 365 integration
Our Office integration supports you in the individual archiving and retrieval of documents within your personal work environment. Documents can be archived directly from Microsoft Office and Office 365 programs, or even directly from Windows Explorer. With the ad-hoc search, you can simply highlight a search term on the desktop and then search the archive.
Here you can find more information about integration with Office 365.Hier finden Sie weitere Informationen zur Integration in Office 365.
Integration into the familiar work environment
Automatically archive outgoing documents from your ERP system in PROXESS via a standard interface. The metadata is automatically linked to the document as index terms and transferred to the archive.
Features at a glance
PROXESS ToDo: Ad hoc workflows in the DMS – The smart addition to PROXESS DMS
- Document-related workflows – fast, simple and without configuration
- Seamless integration into the PROXESS user interface
- Affordable and efficient
Clean interfaces and integrations for the PROXESS document management system
PROXESS software solutions are integrated into the workflows of over 1,900 customers, whether with their existing ERP, accounting, HR, or CRM systems, or with individual workplace applications like email or Microsoft Office.
Together with our software partners, we implement meaningful and effective integrations to ensure that using PROXESS solutions is a complete success for you.
