Onfinity

Document ManagementERP Software

The only business management tool that combines CRM, time tracking, project management, invoicing and payments.
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Document Management ERP

Global ERP System for Document Management

Onfinity’s Document Management System (DMS) ERP Software Module provides businesses with a convenient, cloud-based solution for storing, managing, and collaborating on documents in a single, secure location. Our ERP module allows access to all your documents such as contracts or invoices, employee records, and project documents in an organized and regulatory compliant manner.

Some of the advantages of Onfinity’s DMS ERP Software include the reduction in manual document handling, less paperwork, improved security, and cross-department competencies. It works like magic with other ERP features and gives you a complete package of a unified system to manage documents, manage operational excellence, and manage regulatory compliance.

Key Features of Our Document Management ERP Software Module

Centralized Document Repository

Store all documents in a centralized digital repository for easy access, organization, and management. All the hallucinated PDFs, Word docs, images, and scanned files are all in one place.

Advanced Search Capabilities

Use advanced search features like keyword search, document categorization, and metadata to quickly find the documents you need, saving you time.

Version Control

Document versions are tracked so you always work with the latest version of a document while keeping a full history of document versions.

Document Sharing & Collaboration

Secure document sharing with team members and external stakeholders, and enable collaboration on projects in real-time, reducing delays in communications.

Access Control & Security

Assign role-based permissions to determine who can access, edit, and delete documents, protecting sensitive information and limiting access to authorized users.

Document Workflow Automation

Automate the approval, review, and signing processes of documents with workflow automation, enhancing efficiency and minimizing human errors.

Integration with Other ERP Modules

Use data from HR, finance, CRM, and project management seamlessly integrate with other modules for smooth data sharing and document workflows across departments.

Audit Trail & Compliance

Maintain a secure audit trail of document activities—whether it be views, edits, or deletions—to ensure compliance with regulatory standards, like GDPR and HIPAA.

Cloud Storage & Backup

You can also safely store the documents in the cloud with automated backups so that they can never be lost and document availability anytime and anywhere.

Benefits Document Management ERP

Benefits of Using Our Document Management ERP Software Module

Enhanced Efficiency

Streamline document processes and cut out the tedious manual document searches so that employees can concentrate on what matters and increase productivity.

Implementation of user roles and permissions for document access So that confidential and sensitive documents being secured against unauthorized access.

No project delays: Real-time collaboration — It allows teams to work together in real-time on the same documents, making changes, sharing feedback instantly.

Maintain Regulatory Compliance Maintain an audit trail of all document activities ensure compliance or prepare for audits secure of who did what to which document.

It can save you the time spent searching for documents with advanced search, categorization features, and tagging with metadata to retrieve documents quickly.

Minimize use of physical storage and paperwork — reducing office space, storage costs, and printing.

How Our Document Management Software Works

Initial Consultation & Setup

Collecting your requirements and configuring the software to suit your business.

Seamless Integration

DMS ERP module is meant to manage your documents with other business operations wherever your having existing ERP system like HR, finance, and projects.

Training & Support

We train your team on the software and support them to leverage the software features to ensure document management across your organization.

ERP COMPANY

Why ChooseOnfinity?

We express our dedication of providing high-quality ERP solutions at Onfinity that enable businesses to maximize their efficiency. We have the Document Management System (DMS) ERP Software Module. From a basic document storage solution to an extensive workflow management system, we have a solution that is as flexible and as scalable as your business needs itself.

With our DMS module integrates with other ERP systems, You can work better with relevant, accurate, and up-to-date information. Our software offers advanced search functions, version control, and better security, to offer you the right structure for organizing your documents and make them easy to access.

Document Management DMS

FAQ - Frequently asked Questions

What is Onfinity’s Document Management System (DMS) ERP Software Module?

Onfinity’s Document Management System (DMS) ERP Software Module, helps you manage and organize electronic documents efficiently. Document management software helps businesses to manage, store, and organize files through a secure, centralized system, which supports improving document accessibility, security, and collaboration.

Documents may be stored inside a single digital repository, which means these documents are organized, categorized, and made easy to retrieve based on various predefined folders, metadata, and tags.

Yes, the software itself has advanced features that facilitate the scanning of paper documents and converting it into OCR so that you can manage your documents easily, and searches them by entering desired keywords.

The software tracks changes to the documents automatically, ensuring that each version is logged and can be accessed by users to view, compare and restore an older version if necessary.

Based on their role and permissions users can view documents. The software guarantees that only its users with permission may preview, modify, or remove the databases.

Yes, the software helps you to create automated workflows for approval, review, signing of documents, which reduces manual effort and speeds up the process.

Yes, Software is made mobile device accessible, so you can use and manage documents anywhere anytime.

Role-based access control: The software allows you to be strict about document access based on user roles (view, edit or delete sensitive documents).

Yes DMS ERP module is Compatible with other ERP modules like HR, finance, CRM and many are there to manage your documents along with other business processes.

Audit Trail During Document Activity to Avoid Legal Penalties: The software forms an audit trail with each of the document actions, maintained for compliance with regulations such as HIPAA, GDPR, and others, avoiding penalties and legal battles.