®“Invoices from supplier X over €10,000”. That is how you search.
Document classes with typed fields, and search inside PDFs too with OCR.
Document management · SimplyFlow
Archive, approvals, signing and long-term preservation.
Archive, approvals, electronic signature and preservation in a single module, linked to customers, suppliers and jobs.
The document is signed and paid in the same place.
FEA signature with several parties, one-click acceptance, payment in the document.
You approve from your phone, and then it goes to preservation.
Multi-step workflows with delegations and deadlines, UNI 11386 index and SHA-256 fingerprint.
What it does
From draft to preservation.
A document is created from a template or arrives from outside, goes to whoever has to approve it, is signed and is preserved. Always in the same place.
- 01
Archive
Folders, search inside PDFs too with OCR, version history with restore, network drives.
- 02
Browser editor
Word, Excel and PowerPoint files open and can be edited without downloading them.
- 03
Permissions and log
By folder, user or group, also valid on the network drive. Accesses are logged and can be exported.
- 04
Document classes
Profile fields and search by field: “invoices from supplier X over €10,000”.
- 05
Case files
Cases that gather documents scattered across different folders.
- 06
Approval workflow
Several steps with assignees, deadlines, delegation and a personal queue of tasks.
- 07
Electronic signature
FEA and eIDAS with several signatories and positionable fields.
- 08
Templates and generation
Variables from your data, conditional content and bulk generation.
- 09
Life cycle
Sharing links, tracked openings, one-click acceptance, payment in the document, deadlines and reminders.
- 10
Preservation
SHA-256 fingerprint, UNI 11386 index and transfer to an AgID-accredited preservation provider, when configured.
- 11
Retention and disposal
Retention periods by class, disposal proposals and disposal register.
- 12
Linked to the business software
Attachments to customers, suppliers and jobs; archive REST API; app to approve from your phone.
The path of a document
The history of every document.
- Template
- Approval workflow
- Signature
- Archive and case file
- Preservation
- Disposal
Where are your documents today?
Tell us how you file them and who approves them: we will show you the document management module on your own cases.