EASY DMS

EASY DMS is a Document Management System (DMS) offered by EASY Software. According to the vendor, this solution aims to streamline document organization, storage, and retrieval processes for businesses of various sizes. It is designed to cater to the needs of large companies, medium-sized businesses, and small businesses across industries such as Legal Services, Healthcare, Manufacturing, Financial Services, and Government Agencies.

Key Features

Document Capture: According to the vendor, EASY DMS allows for the capture of both electronic and paper-based documents. Electronic files can be automatically transferred to the system, while paper documents can be digitized using OCR technology.

Categorization and Metadata: The vendor claims that EASY DMS enables the assignment of additional metadata to each document, such as project number, creation date, version, status, and cost center. This consistent tagging is said to facilitate quick search and organization. Documents can also be grouped in folders or electronic files for easy organization.

Different Types of DMS: EASY DMS offers various types of document management systems, including file server-based and database-aided systems. The vendor suggests that database-aided systems provide better searchability, metadata management, and workflow capabilities, while cloud-based systems offer anytime, anywhere access and potential cost savings.

Workflows: According to the vendor, EASY DMS supports both ad-hoc and fixed workflows. Ad-hoc workflows are said to be suitable for simple tasks, while fixed workflows are more comprehensive and suitable for recurring tasks. Workflows automate document transport and processing, aiming to ensure efficient collaboration and task completion.

Versioning: The vendor claims that EASY DMS allows for versioning of documents, keeping track of changes and revisions. Each version is said to be timestamped and linked to the responsible processor, providing traceability and ensuring document integrity.

Revision Security: According to the vendor, EASY DMS ensures revision security through the use of checksums or hash values to verify document integrity. Changes to documents are said to be traceable within the system, aiming to maintain revision security.

Archiving: EASY DMS includes archiving functionalities and interfaces with archive systems, enabling the movement of documents no longer needed for daily work to the archive. The vendor states that this feature can fulfill mandatory archiving requirements and allows for convenient search and retrieval of archived content within the DMS.

Integration with ERP Systems: The vendor claims that EASY DMS can be seamlessly integrated with ERP systems, complementing each other's functionalities. According to the vendor, missing data in incoming invoices can be completed using ERP system data, and documents created in the ERP system can be archived in the DMS, aiming to ensure centralized document management.

Integration with Microsoft Office: EASY DMS provides seamless integration with Microsoft Office products such as Word, Excel, and Outlook. According to the vendor, this integration allows for the opening, editing, and saving of documents directly within the DMS application, eliminating the need for switching between applications.

Integration with Digital Signature Service Providers: The vendor states that EASY DMS can be connected to electronic signature service providers, enabling secure and legally valid digital signing of documents. Digital signatures can be added to documents and sent regardless of time and location, aiming to improve process efficiency and transparency.