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The simple solution for your company-wide document management

Businesses today are confronted with a virtual flood of documents of all kinds: From legally-binding contracts and invoices to internal work papers, minutes, spontaneous ideas and sketches, everything has to be saved so that it is safe and easy to find, share and edit. An efficient software-supported document management system offers many opportunities in this regard. With cc|dms, COSMO CONSULT has developed a solution based on Microsoft SharePoint Technology, which is seamlessly integrated into Microsoft Dynamics NAV. This supports professional functions for creating, versioning, editing and archiving your documents and works perfectly with your ERP infrastructure.

Your benefits at a glance:

  • Easy filing, indexing and searching of documents
  • Consistent system for document filing
  • Automatic archiving of documents
  • Rapid retrieval of process-related documents
  • Accessible on the go and across multiple locations
  • Change management/versioning
  • Automatic notification of changes to documents
  • Collaborative editing and sharing of documents
  • Individual filtering, grouping and sorting functions
  • Quick implementation through Sharepoint integration

Seamless integration with your ERP system

With cc|dms, you have the benefit of simple and easy-to-use document management that is fully integrated into your Microsoft Dynamics NAV system. Documents, which are linked to a record in the ERP system, can be simply dragged & dropped into Microsoft SharePoint where they can be edited further – of course it is always possible to access them the other way round, directly from the NAV interface. Depending on how you have configured the filing structures in Microsoft SharePoint, documents can be indexed and saved into libraries automatically when uploading via Microsoft Dynamics NAV. Additionally, the system enables documents generated in ERP to be converted directly into PDF format and then to be archived with all the relevant metadata.

Benefit from our years of experience

cc|dms includes cc|library set, a SharePoint filing structure that was developed through practical use and identified as useful and efficient in numerous COSMO CONSULT customer projects. The library set standard covers typical everyday work processes and provides you with pre-defined libraries, document- and content types for staffing, goods, purchasing, sales and service, as well as the relevant metadata fields. In this way, you can make use of the most important functionalities in your day-to-day work without a great deal of configuration effort.

Instant launch of your document management

cc|dms gives you quick and uncomplicated entry into company-wide document management: The solution provides a complete SharePoint portal with pre-configured intranet areas and filing structures, controlled by Microsoft Dynamics NAV. Key document management features like drag & drop, document archiving, metadata management and version control are all part of the standard scope of delivery. If you would like further functionalities, you can expand the basic package at any time with add-ons from COSMO CONSULT or licensed partner solutions to create a complex document management system including audit-compliant archiving.

Ask our DMS experts

COSMO CONSULT has many years of experience in the fields of SharePoint and document management. Our offers are based on clear procedures, detailed knowledge of business processes in many industries and excellent product expertise. Our experts will be happy to advise you about the unique possibilities that await you through the use of cc|dms and Microsoft SharePoint. Get in touch with us - we look forward to discussing how your company can also benefit from modern document management technologies.

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