Document Management (DMS)

Digital document processes – archive compliantly, find faster, work more efficiently.

Paper processes are digitized and archived in a legally compliant way – documents are found in seconds instead of in binders.

Technician connecting network cables in an open server enclosure

With a document management system, you digitize paper processes, archive in a legally compliant way, and find documents in seconds. We advise, implement, and train.

WSV takes care of

  • Advice, setup, and configuration of the document management system
  • Integration with existing ERP and email systems within the agreed scope
  • Training employees on how to use the system

Process

  1. Initial meeting: clarify needs and processes to digitize
  2. Analysis: inventory of existing documents and workflows
  3. Planning: define filing structures, users, and permissions
  4. Implementation: system setup and digitization of initial processes
  5. Handover/operation: training, ongoing support, and rollout to further processes

Beratung anfragen

Frequently asked questions

Can document management connect to email and ERP systems?

Yes. Connecting existing email and ERP systems is part of the agreed implementation scope. We define filing structures, users and permissions with your designated contact.

Who determines document retention periods?

Your company approves the retention periods and legal requirements; we configure the system within the agreed scope. Legal assessment of those obligations by a tax adviser or lawyer is outside our service.

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