EDM & Archiving
All your documents. Retrieved in 30 seconds. Audit-ready.
What the EDM & Archiving capability does.
Every document generated by the ERP, CRM, contact center, or entered manually is automatically archived with its full metadata.
Semantic search across all your documents — PDF, Word, Excel, OCR images. Retrieve anything in under 30 seconds.
Customizable folder structure by type, department, year, or client. Automatic filing rules based on document origin.
Each document accessible only to authorized roles. Full audit log of access and modifications.
Legal signature on all your documents. Configurable approval workflow. Certified timestamping and archived proof.
Formatted export for regulators and statutory auditors in 1 click. Legal format compliant.
EDM & Archiving configured
for 9 sectors.
Purchase orders, delivery notes, invoices archived automatically. Versioned supplier framework contracts. Regulatory export in 1 click.
Permits, plans, completion reports, versioned quotes. Every revision dated and electronically signed.
Compliant credit files, insurance contracts, collection recordings archived.
Encrypted patient records, test results, prescriptions — access by medical role.
Farm-gate contracts, phytosanitary certificates of origin, letters of credit for foreign buyers.
Encrypted case documents per file. Partner-restricted access — professional compliance.
Waybills, CMRs, customs documents. GPS photo proof of delivery archived automatically.
Acts, resolutions, public tenders — legal archiving compliant with applicable regulations.
KYC, merchant contracts, compliance reports. Regulatory audit export in 1 click.
EDM & Archiving connected
to the entire platform.
Native integration — data shared in real time, zero re-entry.
Native integration — data shared in real time, zero re-entry.
Native integration — data shared in real time, zero re-entry.
Native integration — data shared in real time, zero re-entry.
Native integration — data shared in real time, zero re-entry.
What sets our approach apart.
All your documents encrypted at rest and in transit. Regulatory compliance.
Teams access documents from their smartphones, even offline for recently viewed documents.
Archiving retention periods compliant with applicable regulations — Commercial Code.
Import existing documents, configure folder structure, train teams. Operational by day 5.