Electronic document management
Every document found in seconds.
Centralize documents in a secure repository with smart indexing, version control, role-based permissions and retention schedules. No more lost folders, duplicates or endless searches.
Document management (ECM)
What’s included
Central repository
Structure by areas, processes and clients, with standardized metadata and controlled access.
Smart search
Search by metadata and content (OCR), combined filters and results in seconds.
Workflows
Approval, review and distribution flows with deadlines, alerts and owners.
Versioning
Version history, check-in/check-out and a record of who changed what.
Retention
Retention periods by document type, expiry alerts and secure disposal.
Permissions and audit
Role-based access and a trail of views, downloads and changes.
Document management (ECM)
How it works
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1
Classification
We define the classification plan and the metadata for each document type.
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2
Migration
We import existing archives, digital or digitized, with indexing.
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3
Rules
We configure permissions, workflows and the retention schedule.
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4
Support
We monitor usage, adjust rules and ensure archive quality.
Typical applications
- Digital employee files
- Contract and amendment management
- Tax and accounting documents
- Medical records and clinical documents
- Supplier and contractor documents
- Internal policies and standards
Benefits
- No more time lost searching
- Lower risk of loss and leaks
- Legal retention periods under control
- Faster audit responses
FAQ
Frequently asked questions
It defines how long each document type must be kept and its final disposition (disposal or permanent retention), according to legal and business requirements.
Yes. We migrate digital archives and digitize paper ones, with classification and indexing so everything is searchable.
Yes, via API and connectors, so documents are archived automatically from ERPs, HR systems and signature platforms.
Let’s talk
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