Archive documents, e-mails and files digitally and in an audit-proof way

With cks.DMS you can manage and archive your documents easily from within the SAP Business One user interface and access archived information without switching between applications. cks.DMS can easily be complemented and automated with other functions such as Automatic Document Capture and e-Invoicing.

Overview

Archive Your Documents Quickly And In An Audit-Proof Electronic Format

When any change is made to an archived document, cks.DMS creates a new revision, which it archives alongside the ‘original’. Every change is therefore traceable, step-by-step. Outgoing documents generated with SAP Business One are also saved to the archive automatically and in an audit-proof way

Make Information From Documents And Files Available Throughout The Business

Documents are not always sent to the same part of the business where they are eventually processed. They often go via several different workstations. The information from digitally archived documents is available to practically every employee, if their SAP Business One access authorization allows

Find Documents And Information From Any Workstation In A Matter Of Seconds

Documents, e-mails & files can be archived behind business transactions and business partners. With a right-click, you can see all documents associated with the current data record. You can also find information via a full-text search, which can be fine-tuned using wildcards and operators.

Details

Solution type

Extensions and Add-ons

Industry

Cross-Industry, Retail, Utilities, Wholesale Distribution, Public Sector, Healthcare, Travel and Transportation, Education and Research

Compatibility

Works with

This product is compatible with or enhances the functionality of these SAP solutions but doesn't require them.

SAP Business One

Features

No switching between two user interfaces

cks.DMS is fully integrated into the SAP Business One user interface. It makes work easier as you don't have to switch between two user interfaces. Documents are archived behind the corresponding business transaction or business partners and are thus immediately available in SAP Business One

No switching between two user interfaces
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Archive outgoing documents in an audit-proof manner

Self-generated documents such as outgoing invoices are not automatically stored in SAP Business One in an audit-proof manner. With cks.DMS you can store an unchangeable revision in the archive.

Archive outgoing documents in an audit-proof manner
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Forward documents in the SAP approval procedure

Recipients of approval requests can use cks.DMS to view the archived document and compare it with the values entered in the parked SAP document. This creates additional security.

Forward documents in the SAP approval procedure
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Plans and pricing

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Technical Information

Solution type Extensions and Add-ons
Category Enterprise Resource Planning
Industry Cross-Industry, Retail, Utilities, Wholesale Distribution, Public Sector, Healthcare, Travel and Transportation, Education and Research
Works with

SAP Business One

Resources

Website

Step by step animated screenshots

Video

Publisher