Integrations
SAP
We believe that your investment and trust in SAP, the market leader for enterprise application software, is absolutely the right decision to stay ahead of an ever faster changing economy.
Our pledge is to unlock even more potential from SAP with our integrated smart solutions for SAP providing a high level of business agility, or in other words, to turn good business processes into excellent business processes.
Smart Folder
smart folder for SAP automatically provides a clear, consolidated overview for SAP processes such as SD, MM and QM. With just one click users can view the complete document flow as well as all corresponding documents for a certain SAP document. Enhancing usability, users will appreciate the value of the solution such as:
• Direct access to all documents (SAP documents & images) without changing transaction
• Easy document management with drag & drop, scan feature and office templates
• Automatic document archiving to comply with regulations and standards
Personnel Folder
personnel file for SAP offers a clear overview of all personnel processes activities. The solution allows state of the art personnel file management providing transparency, accuracy, relevancy and confidentiality.
All documents in a personnel file, from application to termination, can be managed centrally in a clear overview seamlessly integrated into SAP HCM. Personnel files are immediately available to all authorised staff, even across different locations.
• Management of personnel files completely digital from within SAP HCM
• Easy document management with drag & drop, scan feature and office templates
• Export/download of digital personnel files and send-by-email functionality
• Automatic document archiving to comply with regulations and standards
Office Integration
Numerous companies rely on Microsoft Office to create and process documents. Organisations typically use templates for frequently used Word and Excel documents to adhere to corporate identity and design. Yet many employees still spend excessive time creating the same kind of documents again and again due to fact that templates are not available at the right time and the right place during the process. office integration for SAP users can access Microsoft Office templates directly from the SAP transaction without leaving the current context
• Access to all relevant Office templates directly from SAP transactions
• Template placeholder fields are automatically populated with data from SAP Business Objects
• Document lifecycle to manage and control Office templates
MS DYnamics AX and navision
Thanks to in-depth integration into the existing Microsoft infrastructure, users can draw on comprehensive DMS functions directly from their familiar user interfaces – be it Outlook, SharePoint or Microsoft Dynamics AX, NAV or CRM. Microsoft integration makes digital archiving and document searches possible from within Microsoft Office. There’s no easier way to handle automatic workflows and process-based, audit-compliant data storage.
SAGE X3/B7
Archive your documents securely, automatically and fulfil regulatory requirements. Keep track of your processes and stay up to date to increase your efficiency. Sage Financials becomes the hotspot for all your critical information and makes you even more productive. Extend access to business critical documents across departments, for instance to employees who work in different IT ecosystems like Salesforce CRM.
Fulfil regulatory requirements
Tax-related documents have to be stored in a fashion that allows your organisation to fulfil regulatory requirements. documents provides the basis for ensuring GoBD conformity.
Improve your productivity
Have all of the documents you need at your fingertips, not only within Sage Financials but across departments (for instance, within Salesforce CRM).
Strengthen your team
documents is seamlessly integrated in Sage Financials. The solution is intuitive and easy to use, resulting not only in greater productivity, but also in improved employee satisfaction.
safeguard knowledge
One misplaced click and an important document is accidentally deleted. Secure archiving ensures that important knowledge is not lost.
Document availability
In order to implement company-wide processes, documents are accessible via web browser independently of Sage Financials.
Lower Costs
documents includes 10 GB of free storage per user. Storage costs are significantly lowered as a result.
Appian
Does finding documents take too long? Is the cost of storage for Appian CRM too high? Do you also want to make documents available outside of Appian? Optimize your processes with quicker and easier access to your documents directly in your trusted Appian user interface. Always have access to the most recent and relevant document. Document versioning keeps you up-to-date and helps to prevent errors due to obsolete information. Even colleagues who do not use Appian can access the document management system. Make Appian the ultimate information hub in your company.
increase productivity
Documents contain information that is critical to your business. You can now find them quickly and use the important knowledge gained to enrich and optimize your processes.
meet your compliance obligations
Tax-relevant documents must always be stored in compliance with legally binding record keeping requirements. With Horizon documents, your documents are archived in compliance with the US requirements.
empower employees
Horizon documents integrates seamlessly into Appian. All its functions are intuitive and easy to use. This ensures not only increased productivity but also satisfied staff.
reduce costs
Data storage costs money. With Horizon documents, every employee receives 10 GB of free storage space. By using Amazon Web Services, we are able to provide significantly lower storage costs.
PROTECT KNOWLEDGE
One click and a document can be accidentally deleted. Secure archiving ensures that important knowledge is protected and retained.
retrieve documents
To create integrated processes, you can also now access documents outside of Appian via your web browser, because not everyone has a Appian license.
Salesforce
Does finding documents take too long? Is the cost of storage for Salesforce CRM too high? Do you also want to make documents available outside of Salesforce? Optimize your processes with quicker and easier access to your documents directly in your trusted Salesforce user interface. Always have access to the most recent and relevant document. Document versioning keeps you up-to-date and helps to prevent errors due to obsolete information. Even colleagues who do not use Salesforce can access the document management system. Make Salesforce the ultimate information hub in your company.
compliance obligations
Tax-relevant documents must always be stored in compliance with legally binding record keeping requirements. With documents, your documents are archived in compliance with the German accounting principles set out in the GoBD.
Increase Productivity
Documents contain information that is critical to your business. You can now find them quickly and use the important knowledge gained to enrich and optimize your processes.
Empower employees
documents integrates seamlessly into Salesforce. All its functions are intuitive and easy to use. This ensures not only increased productivity but also satisfied staff.
protect knowledge
One click and a document can be accidentally deleted. Secure archiving ensures that important knowledge is protected and retained.
retrieve documents
To create integrated processes, you can also now access documents outside of Salesforce via your web browser, because not everyone has a Salesforce license.
Reduce Costs
Every employee receives 10 GB of free storage space. By using Amazon Web Services, we are able to provide significantly lower storage costs.