Software & systems
Document management
Finding documents instead of searching for them
What this is about
Paper and PDF folders share the same problem: you can only find what you filed yourself. We create a filing system in which documents are attached to the case and can be found in seconds through search.
What is included
- Filing by case instead of folder trees
- Full-text search, including in scanned documents
- Permissions by document type and role
- Retention periods and automatic follow-up reminders
- Audit-proof storage for tax-relevant records
Process
How we go about it.
Review
Which document types are there, and who needs them?
Organise
Define structure, naming and permissions.
Migrate
Digitise existing records and file them.
Operate
Monitor deadlines and keep the filing clean.
Frequent questions
This is what we are often asked.
Does old paper need to be scanned?
Not all of it. We recommend current cases digitally and the archive only where needed.
Is this acceptable for tax purposes?
Yes, if the filing is audit-proof. That is exactly what we take care of during setup.
Can documents be filed automatically?
Yes. Incoming mail and documents can be assigned independently based on their features.
Sollen wir uns das ansehen?
Ein kurzes Gespräch genügt, um einzuschätzen, was in Ihrem Betrieb sinnvoll ist — und was nicht.