Shareflex Document Management for Microsoft 365

Name: Shareflex Document Management for Microsoft 365
Availability: InStock

Digital files in Microsoft 365, document management with SharePoint and Shareflex for greater efficiency, visibility, and compliance

Document management with SharePoint and Shareflex brings documents, emails, and records into structured digital files in Microsoft 365 and SharePoint Online. You manage storage, workflows, and permissions centrally, seamlessly integrated with Microsoft Teams and Outlook. With COSMO DMS for BC/CRM, you connect your Dynamics data directly to your documents.

Shareflex AI Studio is the AI‑powered extension within Shareflex that handles the fine detail. Content is automatically classified, metadata is enriched, and information becomes easy to find, creating a digital guidance system for your documents.

How Shareflex Document Management tackles your challenges

Challenge

Solution

Challenge

Documents are scattered across SharePoint, drives, and emails

Solution

Digital files as a single source of truth in Microsoft 365. Standardized structures, metadata, and current versions, all brought together in one place.

Challenge

Long search times and missing metadata

Solution

Full-text and metadata search with cockpit and inboxes, so you find what you need faster.

Challenge

Unclear access rights and versions

Solution

Role-based permissions, versioning, and history in SharePoint Online protect your compliance.

Challenge

No end-to-end workflows

Solution

Shareflex Flow and Power Automate support multi-step approvals, delegation, reminders, and escalations.

Challenge

Breaks between Teams, Outlook, and line-of-business systems

Solution

Integration with Microsoft Teams and Outlook; emails and documents are captured directly in the digital file.

Challenge

ERP/CRM information lacks context

Solution

With COSMO extensions, integrate master data and records from Dynamics 365 directly into the file, giving you a 360° view.

Challenge

High manual filing and maintenance effort

Solution

Templates, no-code forms, metadata inheritance, and AI-powered classification significantly reduce the effort involved.

Challenge

Unreliable archiving and audit readiness

Solution

Benefit from GoBD-compliant and legally compliant archiving with Microsoft Purview, including full history and supporting evidence.

Challenge

Lack of transparency in project and process control

Solution

Dashboards and reporting with Power BI give you visibility into status, deadlines, and completeness.

Challenge

Inconsistent classification makes compliance harder

Solution

Shareflex AI Studio standardizes classification, enriches metadata, and improves your data quality.

Features: what's under the hood

Digital files

standardized dossiers, templates, preview

Search & cockpit

full-text, metadata, inboxes

Workflows

review and approvals, delegation, escalation

Dynamics Integration

COSMO DMS for BC/CRM

Teams & Outlook

capture emails directly in digital files

Archiving

GoBD, Purview, versions

Shareflex AI Studio

AI classification, extraction

Project, HR, and contract files based on SharePoint Online

Build tailored business applications: project, HR, customer, or contract files with templates, deadlines, tasks, and multi-step approvals. Work seamlessly in SharePoint, Teams, and Outlook, integrate Dynamics 365, and archive in a GoBD-compliant way with Microsoft Purview. This makes work easier, supports growth, and makes decisions more reliable.

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These are the industries where this document management software delivers the most value

Context slider

Chemical Industry

The chemical industry is struggling with disrupted supply chains, high energy costs and strict sustainability requirements. Digital transformation helps your company to overcome these challenges: with efficient processes, standardized data and flexible structures. This also brings you closer to your customers.

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Mechanical and Plant Engineering

The mechanical and plant engineering industry is changing. Digital transformation supports your company in working more closely with partners and aligning your product portfolio more closely with your customers. Our solutions help you to build up knowledge in order to design efficient, digital processes or develop new business models on the basis of sound data.

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Pharmaceutical Industry

Microsoft-based software for the pharmaceutical industry: seamless processes, built-in compliance, reduced validation effort, and secure data flows.

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Services

As a project service provider, you are particularly affected by the shortage of skilled workers. Digital transformation helps you to better mitigate the consequences. With our software solution for project service providers, your company benefits from efficient processes, transparent data and additional capacities.

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Paints & Coatings Software

End-to-end processes for the paints and coatings industry: integrated quality assurance, built-in compliance, and full visibility across complex operations.

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Equipment and Apparatus Engineering

In appliance and apparatus engineering, you focus on your customers' wishes. However, constantly growing requirements and the global price war are a challenge for profitability. Digital technologies help you to optimize processes and get closer to your customers.

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Retail and E-commerce

Retail digitization: end-to-end solutions, B2B e-commerce, PIM, omnichannel, compliance & AI. Increase efficiency. Talk to an expert.

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Plastics Industry

Software for the plastics industry: End-to-end connected processes in injection moulding and extrusion – for transparency, efficiency and confident decision-making.

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Medical Technology

COSMO CONSULT supports medical technology companies in optimizing processes, increasing transparency, and acting in a future-proof manner.

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Public Transport

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COSMO CONSULT, your partner for document management

With COSMO CONSULT you have an experienced partner by your side for implementing Shareflex Document Management. From the analysis of your document and work processes to implementation and training through to ongoing support, we support you end to end and ensure that your document management runs efficiently, with structure and full transparency.

Our experts connect Shareflex seamlessly with Microsoft 365 and create clear structures, high user adoption, and smooth collaboration across teams. With COSMO CONSULT, you benefit from best practices, fast implementation, and a document management solution that adapts flexibly to your processes.

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Recent Awards

6x Microsoft Solutions Partner

Awarded Microsoft’s highest quality seal in all categories.

Microsoft Dynamics Inner Circle

Ranked among the top 1% of Microsoft partners worldwide every year since 2014.

Top-Arbeitgeber

Among the top 0.4% of all employers in Germany.

BARC-Studie 2026

Leading data and analytics partner: 11× Leader, multiple #1 rankings, and a 100% recommendation rate.

Complementary Solutions with Microsoft Dynamics 365 Business Central

Product

Shareflex Contract Management

Contract management with Shareflex and SharePoint

Frequently asked questions

What is Shareflex Document Management and what problem does it solve?

How does Shareflex differ from “native” SharePoint as a document management system?

How quickly can Shareflex Document Management be implemented?

Where is the data stored, and how do you support compliance, including GoBD and GDPR?

How does Shareflex Document Management integrate with Dynamics 365, including Business Central and CRM?

Does Shareflex support digital signatures?

What role does AI play in Shareflex AI Studio?

Is there an on-premises version of Shareflex Document Management?

What are the day-to-day benefits of Teams and Outlook integration in Shareflex Document Management?

How does COSMO CONSULT support implementation, training, and support for Shareflex?

Your expert for Shareflex Document Management

As your contact for Shareflex Document Management at COSMO CONSULT, Andreas Eckstein supports you from the first idea to rollout. He understands your requirements for digital files, workflows, and Microsoft 365/SharePoint, and shows you practical ways to increase visibility, compliance, and productivity. Get in touch. We’ll help you find the right solution.

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Andreas Eckstein

Sales Consultant & Business Development Manager

Visit Andreas Eckstein on linkedin (opens in a new window)

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