Integrated Document Management (DMS) with SharePoint/OneDrive
Enapps Integrated DMS seamlessly integrates with SharePoint/OneDrive, revolutionising ERP document management. Available across all ERP modules, it enables real-time syncing of files and folders. This centralises and secures documents, ensuring critical information is always accessible.
Document Management System (DMS) Key Benefits
Centralised Document Access
Enapps DMS centralises documents by integrating SharePoint/OneDrive into the ERP. Users can access and edit Office 365 files within the ERP, eliminating system switching. This streamlines workflows and ensures essential documents are accessible across all modules.
Real-Time Document Synchronisation
Real-time sync between Enapps ERP and SharePoint/OneDrive ensures any document edits in one system are instantly reflected in the other. Teams always work with up-to-date information, minimising errors and improving collaboration, especially in fast-paced environments where data accuracy is vital.
Enhanced Workflow Automation
Automate document workflows by configuring the DMS to respond to ERP events. Documents can be automatically categorised or refiled based on changes in project status, sales orders, or other processes. This aligns document management with business activities, reducing manual work and keeping data organised.
Document Organisation
The DMS provides dynamic folder structures and virtual folders, letting users link related documents by project, quote, or client. As your business scales, this ensures document organisation remains structured and flexible, adapting to growing needs and providing a seamless experience for managing large volumes of files.
Feature List
Feature List
Document Management System Features
- Customisable Permissions: Enhance document security with user-defined access controls, ensuring that only authorised personnel can view, edit, or delete documents within the system.
- Version Control: Keep track of document changes and maintain document integrity with automatic version control, ensuring teams work with the latest revisions while maintaining access to historical versions.
- Metadata Support: Add metadata tags to documents for quicker searchability, making it easier to categorise and retrieve documents based on project, client, or other parameters.
- Drag-and-Drop Uploading: Simplify the process of adding files to the DMS with drag-and-drop functionality, allowing users to upload multiple documents quickly and easily.
- In-ERP Office 365 Integration: Directly open, edit, and save Microsoft Office 365 documents from within the ERP interface, ensuring document collaboration is seamless and efficient.
- Workflow Configuration: Automate workflows by configuring document movement, reclassification, or archiving based on events within the ERP, such as project completion or sales order processing.
- Virtual Folders: Create dynamic links between related documents, such as linking all documents associated with a specific project, quote, or contract, offering immediate access to all relevant files in one place.
- Scalable and Customisable Structure: The DMS is fully scalable to grow alongside your business, with a flexible structure that adapts to increasing data volumes without compromising performance.
- Document Collaboration and Sharing: Enhance team collaboration by enabling easy document sharing across departments while maintaining robust access controls for sensitive information.
- Audit Trail: Keep a detailed log of document interactions and modifications to ensure compliance and maintain an accurate history of document usage within the organisation.
Streamline workflows and information management
The Enapps Integrated DMS is more than storage – it’s a powerful tool for efficiency and collaboration, ensuring business-critical information is always accessible. Seamless integration with SharePoint/OneDrive aligns with ERP processes, streamlining document workflows and enhancing information management as your organisation grows.