Integrated Document Management System

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Achieve organization with Fluentis' integrated Document Management.

The phenomenon of Digital Transformation demands increasingly accurate management of digital documents, whether active or passive. The need to be able to trace every document through appropriate search keys represents the classic requirement of every management system user.

 

Fluentis ERP has a Document Management Software or DMS (Document Management System) integrated with all other procedures, enabling the management of the company’s document flow, grouping and electronically archiving possible documents sent and/or delivered to customers and potential contacts.

 

The ability to have Document Management integrated with all other procedures represents a “repository” of heterogeneous and strategic information for managing business processes.

 

The Fluentis ERP Document Management is feature-rich, allowing cataloging, archiving, and searching for every document with a simple click.

 

In addition to the classic settings that involve managing documents by type, category, file type, and folder, it will also be possible to establish security and accessibility criteria for each document and its category based on the assigned user or role.

 

The significant added value of Fluentis ERP Document Management is characterized by the ability to identify any digital document not only through traditional search keys based on tags assigned when inserting the document into the database but also through the association of the document with its “business document,” making the search much easier and faster.

 

Finally, the Bar Code Recognition (BCR) feature stands out, allowing the recognition of a document based on the associated barcode during insertion into the repository.

Application Modules / Functionality

Association with "Business Document"

Allows the operator a quick identification of all documents linked to the management entity, such as invoices, delivery notes, contracts, customer or item records, and all relevant and configured entities in the Document Management System.

Searching in the DMS for these entities brings two basic advantages: there is no need to “tag” any document during insertion into the Document Management database, and the search will occur by implicit and indirect association, making it much simpler and faster.

Drag & Drop

Fluentis’ document management significantly enhances the operator’s level of user experience, allowing the selection of a document on the desktop with the mouse, then dragging and dropping it into the open document in the management system.

For example, if you want to attach the customer’s confirmation in PDF format directly to the order being processed, dragging the file into the order form open in Fluentis will be sufficient.

BRC

The Bar Code Recognition document reading procedure allows the identification of the document based on a barcode label associated with the document image.

Excel and Word Editors

It is possible to open Word and Excel documents in read and write mode directly from the application.

Document Categorization

Each document can be associated with a category type and an existing project, making it easy to group documents and quickly view them later.

Integration with ARXivar

Document exchange with ARXivar is also managed.

File System Volume Data Retention

Ability to manage documents on a file system separate from the management system database.

Strengths of Fluentis Document Management

Integrates basic document storage functionalities with Bar Code Recognition and OCR (Optical Character Recognition) procedures.

Manages all documents, both active and passive, produced directly from the ERP platform.

Allows the association of digital documents with any object in the management system.

Each document can be modified at any time and mapped within Fluentis ERP.

Reduces printed paper volumes and, consequently, storage space.

Documents are always available anywhere through a simple Internet connection.

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    Get in touch with us if you:

    • Are a SME in Manufacturing, Distribution, or Services
    • Need to streamline and digitalize your business processes
    • Want to take advantage of the benefits of a native cloud solution
    • Want to replace your non-integrated softwares with a unified ERP platform

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