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Apertia.ai
Document Management System

All documents in one place

Centralize, organize and protect your business documents.

Contracts, invoices, orders and other documents securely stored, versioned and easily accessible. DMS connected to your ERP system.

Measurable results

70%
Faster search
100%
Document digitization
0
Lost documents
24/7
Document access
Problem

Chaotic document management costs time and money

Documents scattered across emails, drives and filing cabinets. Employees spend hours searching for the right version and important documents get lost.

Common problems:

  • Documents scattered across multiple locations without unified structure
  • Working with outdated document versions
  • Time-consuming search for the right documents
  • Missing access rights and security controls
  • Non-compliance with legislative archiving requirements
  • Document loss when employees leave

Consequences:

  • Lost productivity due to document searching
  • Legal risks from working with outdated documents
  • Sensitive information leaks without access control
  • Problems during audits and inspections
  • High costs for physical archiving
Solution

Complete document management system

We offer DMS solutions for centralized storage, versioning, search and sharing of documents. Full ERP integration, approval processes and secure archiving.

AutoERP DMS

Document management module within AutoERP. Central storage, versioning, full-text search and integration with other modules.

Explore AutoERP DMS

Custom DMS

Need specific categorization, workflows or integration with existing systems? We develop DMS tailored exactly to your requirements.

Ready for digital document management?

Centralize your documents, speed up search and ensure data security. DMS system tailored to your needs.

Document management modules

Document storage

Central repository for all document types with automatic categorization, tagging and structured storage.

Versioning

Automatic document version tracking, change comparison and ability to revert to previous versions. Complete edit history.

Search

Full-text search within document contents, filtering by metadata, tags and categories. Find any document in seconds.

Sharing

Secure document sharing with internal and external users. Access control, time-limited links and access tracking.

Approval processes

Define approval workflows for different document types. Automatic notifications, escalations and approval status tracking.

Archiving

Long-term document archiving in compliance with legislation. Automatic retention rule management and disposal schedules.

Benefits of DMS system

Organization

All documents clearly organized in one place

Security

Access control and document encryption

Accessibility

Access to documents from anywhere, anytime

Regulatory compliance

Meeting archiving and GDPR requirements

Efficiency

Fast search and duplicate elimination

Collaboration

Sharing and collaborative work on documents

Use cases

Legal department

Managing contracts, legal documents, powers of attorney and internal regulations with versioning and approval.

Finance and accounting

Archiving invoices, accounting documents, tax returns and bank statements with automatic categorization.

Human resources

Managing employment contracts, personal files, training records and employee certifications.

Operations and production

Technical documentation, certificates, manuals, quality records and operational procedures.

How implementation works

1

Document audit

We map your existing documents, structure and document handling processes.

2

Structure design

We design optimal categorization, metadata and access rights.

3

Implementation

We deploy DMS and connect it with your existing systems.

4

Document migration

We transfer existing documents to the new system while preserving structure.

5

Training and support

We train your team and provide ongoing technical support.

Implementation overview

1

Initial consultation

Understanding your document handling processes

2

Document audit

Mapping existing structure and document types

3

System configuration

Setting up categories, metadata and access rights

4

Integration

Connecting with ERP, email and other systems

5

Document migration

Importing existing documents into DMS

6

User training

Practical training for all departments

Frequently asked questions

What types of documents can be stored in DMS?
DMS supports all common formats - PDF, Word, Excel, images, emails and more. The system can also process scanned documents thanks to OCR text recognition.
How is document security ensured?
Documents are encrypted during transfer and storage. Access is controlled through roles and permissions, every access is recorded in the audit log. The system meets GDPR requirements.
Can DMS be connected to our existing ERP?
Yes, we offer pre-built connectors for common ERP systems and APIs for custom integrations. Documents are automatically matched with business cases in ERP.
How does migration of existing documents work?
Migration is performed in several phases - analysis, structure preparation, data import and validation. We preserve original metadata and file structure.
Does DMS support full-text search?
Yes, DMS supports full-text search within all document contents including scanned ones (thanks to OCR). You can also search by metadata, tags and categories.
How long are documents retained?
Retention rules are set according to your needs and legislative requirements. The system automatically manages archiving and alerts you about documents due for disposal.

Ready for digital document management?

Centralize your documents, speed up search and ensure data security. DMS system tailored to your needs.

Contact us for a free consultation and find out how DMS can improve efficiency in your company.