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DMS & media library

Every document found in seconds, and properly protected.

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dms.documents

What you gain

A DMS (document management system) files, shares and protects your documents in the same place as your records. Contracts, plans, photos, invoices, templates: everything is filed, searchable, shared with the right people and scanned before it enters your system.

  1. 01 Everything in one place Documents linked to customers, projects and orders.
  2. 02 Instant search By name, customer, type or content.
  3. 03 Controlled sharing Secure links, precise permissions, tracked access.
  4. 04 Stronger security Virus scanning and quarantine for uploaded files.

Features

DMS & media library

01
Automatic filing

Every document in the right place.

Documents you generate or receive are filed automatically in the right customer, project or order folder. Document types and tags make sorting easy.

What it enables

  • Linked to customers, projects and orders
  • Document types and tags
  • Every version kept
  • Central media library (images, logos, videos)
02
Powerful search

Find a document without remembering where it is.

Search covers names, metadata and, as an option, the content of the documents themselves thanks to text recognition.

What it enables

  • Search by name, customer, type, date
  • Full-text search in content (OCR)
  • Combined filters
  • Preview without downloading
03
Sharing and upload links

Exchange files, no attachments needed.

Share a document or folder through a secure link with an expiry date. Receive files from your customers through an upload link, with a quota.

What it enables

  • Share links with expiry
  • Upload links with quota
  • Opens and downloads tracked
  • Bulk download as an archive
04
Precise access rights

Everyone sees what they need to see.

Permissions are set by folder, by document type or by profile. Sensitive documents (payroll, contracts) stay restricted to authorised people.

What it enables

  • Permissions by folder and type
  • Document vault for sensitive files
  • Access log
  • Limited access for customers and suppliers
05
Scanning and quarantine

No suspicious file gets in.

Every uploaded file is scanned. A suspicious file is isolated in quarantine and flagged, and never made available.

What it enables

  • Virus scan on upload
  • Automatic quarantine
  • File type control
  • Security alerts
06
Document generation

Your templates, filled in automatically.

Contracts, order forms, certificates and letters are generated as PDFs from templates and the record's data, ready to send or sign.

What it enables

  • Document templates
  • Fields filled in automatically
  • PDFs in your house style
  • Send or sign in one click

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Folder structure, document types, permissions by profile, retention periods, automatically generated templates (contracts, order forms, certificates): we organise the DMS around your ways of working and your archiving obligations.

Integrations available

Compatible with the tools you already use.

Storage
  • Google Drive
  • OneDrive / SharePoint
  • Dropbox
Documents
  • PDF
  • Word
  • Excel
  • Images
Document reading (OCR)
  • Apache Tika
  • OpenAI
  • Mistral

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

dms.esignE-signatureGet documents signed in minutes, wherever your customer is. crm.portalCustomer portalYour customers follow their project on their own. crm.contactsCustomers & contactsEverything you know about your customers, in one place.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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