Features
SimpleDMS supports a document from its arrival through filing to search. The features are grouped along these steps. Many of them have their own page with examples and screenshots.
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Capture documents
Inbox with metadata suggestions
The inbox temporarily holds uploaded files so you can process them later in batches. Each Space has its own inbox. While you process files, SimpleDMS suggests suitable document types, tags, and date values.
Learn moreFile upload
Upload files directly in the web application to the target folder or to the inbox. If you grant access to the camera and microphone, you create photos, audio recordings, and screencasts directly in SimpleDMS.
Extract zip archives
You extract uploaded zip archives directly in SimpleDMS.
WebDAV upload
Scanners, multifunction printers, desktop applications, and scripts upload files over WebDAV directly to a Space inbox. This removes local intermediate storage and manual browser uploads.
Learn moreFile documents
Document types with fields
Document types speed up filing and tagging. When you create a Space, built-in document types are available as templates that you use right away or adjust.
Learn moreStandalone fields
You can also use fields independently of document types.
Tags
Besides simple tags, there are super tags and tag groups.
Filing without folders
Filing optionally works without folders and file names. SimpleDMS derives the name of a document from its metadata.
Learn moreDuplicate detection
SimpleDMS detects duplicate files directly in the inbox. You see existing copies before you file another one.
Learn moreVersioning
You upload new versions in the «Versions» tab or select them from the inbox. The history stays traceable, and earlier versions remain available.
Learn moreFind & view documents
Full-text search
If metadata does not lead you to a document, full-text search helps. SimpleDMS extracts the content directly or recognizes it via OCR, and you combine full-text search with metadata search.
Learn moreDocument filters
Filter documents by document types, fields, and tags.
List & table views
Use the list view for focused browsing and the table view when you want more entries on screen.
Learn morePDF previews
SimpleDMS creates PDF previews for HTML, Markdown, and office files.
Learn moreHow text recognition works is explained in the article «OCR in DMS: How text recognition works».
Collaborate
Workspaces (Spaces)
Spaces are part of the permission system and the basis for collaboration.
Learn moreNotes on documents
Add multiple notes to a document and use them for short conversations with coworkers. This keeps the conversation connected to the relevant document.
Learn moreTrash & restore
Deleted documents move to the trash, from where you can restore them.
AI assistants through MCP
Connect AI assistants such as Claude Code or Codex to your documents. Through MCP, they can search and read documents and, with write access, apply metadata, add notes, and file inbox documents.
Example requests
«Which invoices arrived in September?»
«What does the contract say about the notice period?»
Apps, display & sign-in
Progressive Web App (PWA)
You can install SimpleDMS as an app on smartphones, tablets, and computers. This lets you use «Share with» on smartphones and tablets or «Open with» on computers, for example directly from your email program or file browser.
Dark mode
Dark mode is fully supported and follows your system setting automatically.
Passkeys
Passkeys are fully supported and enable secure, passwordless sign-in.
More ways to hand files over to SimpleDMS are listed under Integrations.