Larger project · fixed sprint budget
Multi-tenant DMS with deep integration
Mission-critical document management for accountancy, notary and law firms that want to offer fully separated files per client, complete with a client portal for exchanging documents and deep integrations with ERP, CRM or case management. Includes e-signing, retention and destruction policies.
If you work for a government organisation, what you need to keep and hand over changes. How to capture information created outside the office properly from the outset is covered in the app for field-generated archive records.
If you fall under the Dutch Archives Act, document management comes with a requirement for long-term accessibility: metadata, formats and a selection list that monitors retention periods. See Archives Act software.
Multi-tenantClient portalERP/CRM integrationE-signing