About document organisation with the open source DMS
Always clean and tidy!
Anyone working on an order- and project-related basis needs functions to be able to organise electronic documents accordingly. In addition to a formal structure, the content, project or order name and number are usually elementary search and filing criteria. With a database-supported document management system, different views and categorizations are possible that offer more than just a simple tree structure. bitfarm-Archiv DMS guides the user when setting up new documents with clear specifications and/or mandatory entries, so that later access to the data for all users can take place quickly and purposefully.
Everything in the right place automatically
Do your business documents have a transaction, order or project number/description? In most cases, bitfarm-Archiv recognizes these automatically, not only on the self-created documents of the ERP system, but also in external documents such as invoices, delivery notes, drawings or e-mails. This allows to automatically link all documents to the same topic / reference without additional effort. The advantage for the user: With just one click he can access all relevant information.
bitfarm-Archiv DMS uses an intelligent pattern search for this purpose. It is not necessary to have a special set of rules where the order number is located in the document. Rather, the software learns "what order numbers look like" and can then identify them anywhere. The maintenance effort is minimal with maximum work facilitation due to the automatic linking. This may require some supplier education, because the document management system can, as expected, only work with the printed information found on the document.
„bitfarm-Archiv Document Management is the best and most appropriate IT investment we have made in recent years.“Christina Küken, business economist