20. August 2018

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The information and document management system

Web access • Workflow • Mail archive • Interfaces • Audit security

docuvita enables you to easily store data and documents from different sources in a centralized location.
There are many useful functions available to optimize your teamwork.

docuvita offers legally compliant and audit-proof archiving, in addition to simultaneous access of documents and individual design of your work processes.

What are the advantages of DIGITIZATION through a document management system?

  • Transfer receipts directly and automatically from your SelectLine
    • Customer-suppliers and prospect files are automatically
      created according to a predefined folder structure
  • Incoming and outgoing e-mails from Outlook
  • Automatically file scanned documents
  • Follow version control of the documents
  • Audit-proof archiving

What options does the docuvita document management system offer?

docuvita Übersicht

What other advantages does docuvita offer?

  • The access, editing and reading rights are to be designed individually according to groups and folders
  • Growing data streams stay compliant with legal requirements
  • Cost savings
  • Standardization of filing, no searching to see who has filed what where
  • Control over all business-relevant data
  • Targeted destruction of unimportant data

How can I imagine the process?

docuvita Ablauf

What does audit-proof mean?

The term audit-proof refers to the audit-proof archiving for electronic archive systems. The term is based on the understanding of the revision from an economic point of view and relates to information and documents that are required to be kept or must legally be retained.

In Germany, electronic archive systems must meet the requirements of the Commercial Code (Sections 239, 257 HGB), the Tax Code (Sections 146, 147 AO), the principles for the proper management and storage of books, records and documents in electronic form and for data access (GoBD) and other tax and commercial law requirements.

source: https://de.wikipedia.org/wiki/Revisionssicherheit

How can I imagine a workflow?

The linking of individual tasks forms a workflow.

For example: Incoming invoices are first checked and approved by the project manager, then approval by management is required before the accounting department makes the payment.

A workflow can be started automatically or manually and can contain a wide variety of tasks.

These can relate, for example, to files, folders or documents and expect feedback, acknowledgment, completion, decision, or transference.

The various options here will be designed on an individual basis.