Security & data

ecoDMS & document management

Paper filing and scattered files cost time, especially when a document has to be found quickly. With ecoDMS, documents are archived centrally and can be found via full-text search. ecoWorkflow maps recurring processes such as invoice checks or approvals digitally.

Typical situations

When this is worth it for you.

Sound familiar? Then get in touch. We look at your situation and make a concrete proposal.

  • Searching for invoices or contracts takes too long.
  • Approvals are handled on paper or by email and get lost.
  • You would like to reduce paper files.

Our approach

What we actually do for you.

ecoDMS

Installation, setup and training for the ecoDMS document management system, tailored to your filing structure.

ecoWorkflow

Digital workflows for approvals, checks and forwarding, so that documents do not get stuck on desks.

Digital archiving

Incoming mail, invoices and contracts are scanned, tagged and stored centrally. Retention periods and access rights can be mapped as well.

Efficient processes

We look at your current workflows and transfer them sensibly into the digital world.

Your benefits

Advantages for your business.

  • Find things faster

    Documents can be found in seconds via full text and tags instead of being searched for in folders.

  • Less paper

    Incoming mail and invoices are stored digitally and can be accessed from anywhere.

  • Orderly processes

    Approvals and checks run digitally and traceably.

Approach

How we work.

  1. 01

    Understand your filing

    Which documents arise, who needs access and which retention periods apply?

  2. 02

    Plan the structure

    Folders, document types, tags and permissions are defined together.

  3. 03

    Set up and train

    Installation, connection of scanners and email, and an introduction for your staff.

  4. 04

    Ongoing support

    Updates, adjustments and help when new processes are added.

Already a client with an issue?

The fastest way to report technical problems is a support ticket. Nothing gets lost and you can see the processing status.

FAQ

Good to know.

Is ecoDMS suitable for small businesses?

Yes. ecoDMS can be used with just a few licences and extended later. Whether it suits your workflows is clarified in an initial conversation.

Does digital archiving meet the statutory retention requirements?

ecoDMS offers functions for tamper-proof archiving and logging. Whether your processes as a whole meet the requirements, for example the German GoBD, should be agreed with your tax adviser. We take care of the technical side.

Can existing files be imported?

In many cases, yes. How existing files are best imported depends on their volume and structure and is decided during planning.

Let’s talk about your IT.

An initial conversation is non-binding. We listen, look at your situation and tell you honestly what makes sense.