Why SimpleDMS?
Efficient Document Filing
Document filing is almost automatic with SimpleDMS.
Users collect all new documents in the Inbox and then process them using batch processing. They simply select the document type and the associated fields. They can configure the document types individually.
Selecting the right folder or renaming the file is not necessary. The name of the document is derived from the assigned name-giving attributes. Those who do not (yet) want to do without folders and filenames can continue to use them.
For example, if the application has the document type «Invoice» with the fields «Company» and «Entry Date» marked as naming, the document will be listed in the application with the name «Invoice, Sample Company, 06.03.2025». If the metadata changes, the name derived from it changes automatically.
Sources of error during filing are avoided with the metadata-supported approach, as no specified folder structures have to be observed and indexing is intuitive.
Fast Finding of Documents
Metadata-supported filing makes it easy to quickly find documents that do not have a clear storage location in a classic folder structure.
Whether an invoice was filed in the folder of the associated project or in the folder for the billing company no longer matters. Simply select the company, the project, the document type and, if necessary, additional fields as filters and the document will be found.
Simple Permission System
Managing permissions in SimpleDMS is kept simple and is oriented towards the needs of small businesses.
Administrators determine for each space which users are given write or read-only access. Each space uses its own document types and tags, so that unauthorized persons cannot accidentally view sensitive information.
Keep an Overview
With the filter function, you keep track of your documents. For example, you can define a «Paid on» or «Paid» field for invoices and use the associated filter to display all unpaid invoices.
In the Inbox of each space, you will find all documents that still need to be tagged.
Your Data Belongs to You
For cloud users, SimpleDMS offers convenient and complete export options. Exporting all files, including the database with the metadata, is possible at any time.
As an on-premises customer, you operate SimpleDMS on your own infrastructure and thus have full control over your data.