How do I use a DMS?

Using a DMS is very simple. You scan a paper document using your phone or printer. You can find it via a search bar, then work on it online, share it using integrated EDM tools and manage other users' rights.

Integrating documents into a DMS

To integrate a paper document into an online EDM (Electronic Document Management) tool, all you have to do is take a photo of it with your phone via an application. By dematerializing documents with a scanner, you can create a copy with the same legal value as the original.
Files created directly in electronic format can be immediately integrated into the software by users. Documents are automatically indexed in the computer system, and stored in the EDM's SAE (Système d'Archivage Électronique).

Working with files in a DMS

To find documents, data or information in DMS software, it's usually sufficient to use a search bar. The use of keywords simplifies document retrieval. Depending on the software, users have access to several tools and solutions. These may include automatic organization of documents according to content (quotation, customer invoice). What's more, it's easy to check document versions and manage user rights.

Distribute documents to employees

To distribute documents within your company, all you need to do is grant access rights to the project or documents concerned via the ECM software. To exchange documents with customers or partner companies, various tools are integrated into the ECM (Enterprise Content Management) application. These may includeEDI (Electronic Data Interchange), e-mail, sharing via the Cloud or by post.