Concept
The metadata-based concept of SimpleDMS allows for efficient filing and fast retrieval of documents after a short training period.
The core of the concept consists of:
- a sophisticated tagging system for categorizing documents, and
- Workspaces (Spaces) for shared or private access to documents.
More Information
- The «Getting Started» guide provides a good impression of how to work with SimpleDMS.
Tagging System (Tags) and Fields
SimpleDMS has a simple yet powerful tagging system for tagging documents.
With tags and fields, it is possible to enrich documents with metadata. Metadata simplifies and accelerates finding, organizing, and evaluating documents.
Document types help organize tags and speed up the tagging process. For example, the document type «Invoice» can be configured so that when tagging a document, you get a clear view with the relevant tag groups (e.g., tax year, person, and invoice type), as well as fields (e.g., receipt date and invoice amount), and can categorize each document in a few seconds.
An Inbox with batch processing mode is available for fast tagging of new documents.
Further Information
Workspaces (Spaces)
Spaces are used to create shared and private workspaces.
Spaces can be created, for example, for exchanging documents in project groups, or exchanging with trustees, customers, and suppliers, as well as personal workspaces.
Spaces are also part of the permission system. For example, it can be defined who has write and read permissions for the documents in a space.