Document management with PROXESS DMS
PROXESS DMS helps mid-sized companies archive their business documents digitally in an audit-proof manner.
- TÜV-certified document management system made in Germany
- On-premises, cloud (SaaS), or hybrid archiving
- Modern web client with many convenient search and editing features
- Standard-Integrationen zu Drittsystemen (ERP, FiBu, CRM) sowie Anbindung von MS Office
Certified software “Made in Germany”
Our PROXESS DMS solution has been awarded the “Software Made in Germany” and “Software Hosted in Germany” seals of approval by the German Federal Association of IT SMEs (BITMi).
What is a DMS?
A document management system refers to the database-supported management of digital documents. The goal is to make all documents and receipts accessible to authorized personnel throughout the company, regardless of location, and 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 documents creates an organized, digital archive. Digital documents with recognizable indexing are automatically assigned and stored. Documents transferred to the archive from connected IT systems are also transferred via interfaces with the appropriate index data. The system typically provides functional support for any necessary manual indexing.
All archived information and documents can then be found within seconds using keywords, a full-text search, or by process. All authorized users have access to the archive and documents via personalized login, usually through a web client or an app on a smartphone or tablet.
What are the advantages of a DMS?
- Compliance with laws and guidelines through the audit-proof nature of the DMS
- Access to information and documents anytime, anywhere
- Access and viewing only for authorized persons
- Schnelles Auffinden von Dokumenten durch Indexierung
- Fast search through indexing; automated and manual
- Elimination of downtime and reduced workload through automated information
- Reminder and matching functions reduce errors
- Improved collaboration between geographically separated teams
Funktionen von PROXESS DMS – kurz und knapp
PROXESS DMS features – simply explained
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—just like all other formats—can be downloaded and edited in their original format. Extensive full-text search functions are also available within a document.
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.
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.
Convenient and intelligent search functions
The quick search, similar to Google’s, simultaneously searches metadata and document content. Automatic keyword completion helps you enter search terms simply and effectively. With path search, you can navigate through hierarchical directory paths to find a document. For each document found, you can directly initiate a new related search or further refine the search. The intelligent document radar displays all documents related to a process at a glance.
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.
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.
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.
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.
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