1/14/2024 0 Comments Filesafe dms![]() ![]() The timing couldn’t have been better since the pandemic took hold of Ireland at the beginning of March 2020. The aim: to expand the existing document management by adding capabilities and functions for better and smarter creation, management and distribution of customer documents and records. The Irish health insurer Vhi Group started using the latest document management technology at the end of 2019, upgrading its DMS to the latest version of EASY DMS. Read more about more comprehensive workflows under complex workflows in the DMS. As you use discount revenues and want to avoid reminder fees, you and your work colleagues can easily be informed when the case occurs, via the document management. ![]() You notice for the second time, that invoices from the customer XY are raised during processing. ![]() Therefore, they are the right tool to solve simple tasks, that only arise in the course of a working day: E.g. The difference between the two: Ad-hoc-workflows can be created and set up quickly if needed, but have no previous fixed process model. This means that copies of documents are as much a thing of the past, as the complexity that arises from it.Ī good document management system stands out, by allowing the option of two types of workflows: Ad-hoc workflows for tasks that occur rarely, and more comprehensive, fixed workflows for recurring tasks. This has the advantage that the document remains accessible to all other authorised employees during the whole workflow. Notification occurs either in the DMS system itself or by e-mail. What is important at this point: Thereby, it is not the document itself that is sent, but rather the link to the relevant document in the document management system. In the course of a workflow, a document management system automatically sends documents to the relevant processors or groups within or outside of the company, using defined parameters (category, project, customer number etc.). are amongst the most important factors, that determine the costs for the Cloud-DMS.ĭocument management systems and workflows – sit back and let it workĭocument transport and the processing of documents in the individual departments, can be carried out completely electronically with a modern DMS. Service lives, number of users, data volume used etc. However, at this point, everything lives and dies by the content-related design of the service agreements. Thus, a Cloud document management system also has lower associated IT costs. the provider carries out regular, automated backups. However, a Cloud-DMS also brings many other advantages: As with so many other software as a service offers (SaaS), the service provider also takes on the maintenance of the Cloud-DMS, and ideally ensures the flawless operation of the document management system so, e.g. Therefore, the DMS can be accessed via the browser of your choice: Anytime, anywhere, even via Smartphone/tablet. Therefore, installation of software on the local computer is superfluous. This means that document management systems exist, that provide the user with a browser based DMS webclient for day to day work. However, the exception confirms the rule. The disadvantage: To access the DMS, you need DMS software installed on the local computer. The big advantage: Via the document ID, the document remains clearly identifiable, and is not lost in the DMS. The document and the Metadata are stored in a database. SAP Processes Forms Document GenerationĬurrent document management systems work according to the following pattern: A document is compiled, certain document information is selected, a document ID is assigned.
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