SelectLine DMS - makes archiving of documents child's play

*The minimum requirement for using this additional module is version 21.1 of the SelectLine ERP

Digitizing documents is child’s play with SelectLine DMS

What is a DMS?

DMS is the short form of Document Management System. A DMS supports companies in digitizing paper documents. The documents are stored centrally by the DMS in a database and documented in accordance with the law, from where they can then be easily managed by your employees.

What is SelectLine DMS?

SelectLine DMS is a Document Management Solution based on docuvita and tailored for the centralized, digital management of documents from SelectLine

What are the advantages of a Document Management System?

With the SelectLine DMS, documents no longer have to be laboriously passed from desk to desk. Every employee can easily access the archive from his or her workstation. Accidental deletion and overwriting are no longer a problem thanks to versioning that enables documents to be restored with just a few clicks. With access rights, documents can only be viewed by employees with authorization and endless searching through folders for a specific document are a thing of the past thanks to a full-text search.

Functions

Manage documents with a clear and centralized view

The DMS serves as a central collection point for all archived documents

Automatic creation of customer, supplier, and interest files

Functions for resubmission, information on and approval of documents

Full text search using the OCR process and other search functions

Archiving emails from Outlook

Mobile access via web browser

Minimal set-up effort

A preconfigured DMS

A preconfigured interface

Users, including their authentication, are automatically transferred from SelectLine

Working in accordance with the law

Define access rights for sensitive folders and documents

Versioning of changes to the documents

A two-stage delete function which can be blocked by access rights

User interface

1. Title bar

You can use the title bar to navigate between the different functions in the DMS.

2. Menu

The menu is divided into several areas in which you will find functions such as deleting, creating new objects, scanning and exporting documents, as well as attaching and removing files and switching the view.

3. Tree view

Here you can manage the files in the workbook and the folder structure.

4. List view

The list view shows you all objects based on your selection in the tree view.

5. Object details

Through object details you can see a preview of the object, as well as its properties and versions.

Home page

After opening the SelectLine DMS you will find yourself on the Home page where you can see the objects and documents you have recently viewed and the objects and documents you and others have recently edited.