Document Management
Centralized management of documents, data, and approval processes across the organization, and the use of tools
Centralized document storage and management
Version control, permissions, and document lifecycle management
Support for collaboration and approval processes
Linking documents with business data and processes
Who and how document management solutions help
Administration and operations
Clear and structured work with documents, elimination of duplicate files, and assurance that users always work with the latest version. Simplification of everyday document handling without manual searching.
Management and team leaders
Control over approval processes, better visibility into document status, and decision-making based on up-to-date and accessible information.
IT department
Centralized management of access rights, permissions, and document structures. Better control over security, integrations, and long-term sustainability of the solution.
Teams and project groups
Efficient collaboration on shared documents, the ability to work in real time, and easy information sharing across departments and locations.
What advanced document management brings to companies
Companies work with a growing volume of documents that need to be securely stored, shared, and managed within defined processes. The area of document management focuses on:
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a single repository for documents and information,
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access and permission management,
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versioning and traceability of changes,
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support for approval and internal processes,
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reduction of risks associated with outdated or duplicate data.
High-quality document management increases work efficiency, supports collaboration, and helps companies maintain control over information.
Products for document management
Microsoft SharePoint
A comprehensive platform for document management, team collaboration, and information sharing across the organization
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Centralized document and content management
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Secure information sharing across teams and departments
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Versioning, approvals, and access control
NavSherpa for Dynamics
An integration platform for document management, approval workflows, and automated communication between MS SharePoint and Dynamics 365 Business Central
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Centralized document handling without leaving Dynamics
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Automatic metadata sharing, versioning, and content structuring
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Advanced approval workflows for records directly within ERP
