Save time and cut costs with AI-powered document management
Electronic Document Management: EDM and Electronic Archiving Tools Designed for Demanding Companies
Enter a new era of document management with Doc.SERIES. Definition: electronic document management (EDM) refers to all the processes and tools used to acquire, index, store, distribute and manage digital documents within an organization. In English, electronic document management (EDM) or document management system (DMS). Our modular, agile platform offers a turnkey solution for electronic document management, optimizing the processing of all your documents - whether photocopies, digital files, printouts or archives. No more time-consuming manual searching and filing: thanks to its integrated Artificial Intelligence technology, Doc.SERIES automatically recognizes each type of document, organizes your content, and even lets you interact with it via chatAI. This electronic document management solution facilitates the digital transformation and dematerialization of your document processes.
Over 1000 satisfied customers ⭐⭐⭐⭐⭐
Gain efficiency with Doc.SERIES
Automated intelligent sorting
Thanks to artificial intelligence, Doc.SERIES automatically recognizes and categorizes your digital documents, facilitating their electronic archiving and processing.
Ultra-fast search
Find the right file instantly with a powerful EDM search engine designed for demanding business environments. Search by keyword, and keyword indexing facilitates advanced searches. These features enable fast, precise searches using keywords.
integrated chatAI
Interact directly with your documents via chatAI: ask your questions in natural language and get immediate access to relevant information.
Customized workflows and automated circulation
Model your business processes and automate document distribution according to your internal rules, for smooth, compliant management. Workflows ensure that each document is automatically routed to its appropriate destination within the organization, guaranteeing optimal, secure processing.
More than 1,000 companies trust us to manage their documents.
Significantly reduce processing and archiving costs
Doc.SERIES solutions enhance information security, improve team productivity and significantly reduce the costs associated with document processing and electronic archiving. It's essential to control the overall cost of document management through dematerialization and automation, in order to optimize the return on investment and better control the expenses associated with the preservation and management of document flows. With automated document management, you save time, reduce errors and optimize every stage in the lifecycle of your business documents.
Centralize, digitalize and automate all your processes
Doc.SERIES offers modular solutions for every department in your organization - accounting, HR, legal or administrative - to free you from the manual tasks associated with document processing. Thanks to intelligent document management, you can centralize, digitalize and automate all your processes, with complete simplicity.
Our solutions for optimizing your document management
Electronic management of supplier invoices
Electronic mail management
Electronic management of customer files
Electronic management of Human Resources files
Electronic management of general files
Electronic contract management
Our products for electronic document management
Doc.Series offers a complete range of software solutions for electronic document management, designed to automate, centralize and secure information flows.
Solutions range from scanning paper documents with automatic information recognition to consulting documents from your smartphone. They also include workflows for validation, signature with probative value, internal or external document sharing, traceability, version management, editic document management and management of digitized documents.
Doc.ECM
Doc.ECM enables perfect management of all your documents. Key functions include automatic document recognition, full-text search, workflow management and advanced collaboration tools. The solution enables you to optimize your document processes, manage distribution and the document lifecycle, while handling all collaborative aspects of information and precisely managing access rights and confidentiality.
Doc.Capture
Doc.Capture automates and accelerates scanning processes. The solution separates documents, automatically recognizes fields and exports documents in PDF format, with in-document search. The solution can be combined with other solutions on the market.
Doc.Desktop
Doc.Desktop lets you drag and drop documents from the Windows desktop, either individually or in bulk, to send them directly to the EDM (Electronic Document Management) system. It lets you merge documents and convert files into PDF and PDF/A, or send them in their native format. In this way, documents can be sent or stored in the form best suited to users' needs, making them easier to use and distribute.
Doc.Office
Doc.Office enables your MS Office applications (Word, Excel, PowerPoint and Outlook) to automatically index your documents based on their properties or Word form information, and then send them to the EDM. The solution can merge and convert documents into PDF/A files, or leave them in their native format.
Doc.Mobility
Doc.Mobility is an application for smartphones (iOS and Android) that lets you connect to your electronic document management system from your mobile device to view, validate, comment on, sign and more your documents. This module lets you work comfortably on the move. What's more, the Doc.Mobility application is available in several languages to meet the needs of our international clientele.
Doc.Convert
The solution enables companies to convert files into the desired format. This solution enables you to carry out mass processing, from a few hundred to several million documents, as well as unit processing. You'll be able to convert your image files into PDF and PDF/A fulltext.
Doc.Import
Automatic document filing from monitored Windows directories. Enables data transfer or mass document insertion from directories, storage systems and/or xml, csv files.
Doc.VPrinter
Doc.VPrinter is a virtual printer that allows you to capture your print flows and insert them directly into your EDM following automatic or manual indexing. Documents are scanned and transformed into PDF documents using the PDF/A archiving standard.
Connector
Integration
The document life cycle: from creation to archiving
In any organization, electronic document management (EDM) is based on a structured lifecycle, guaranteeing information control and security at every stage. From the moment a document is created, EDM automates its classification and collaborative revision, then facilitates its approval and distribution to the members concerned. Thanks to advanced functionalities, each document follows a defined process, limiting errors and optimizing the circulation of information.
Implementing an electronic document management solution considerably simplifies these processes. EDM systems offer powerful tools for scanning, indexing, secure storage and rapid document retrieval. Intelligent, metadata-based filing makes it possible to instantly find the information you're looking for, while ensuring the traceability and conformity of document flows. Finally, electronic archiving ensures that documents are retained in accordance with current regulations, while controlling the costs associated with storage and manual management. In this way, every stage in the document life cycle is optimized, for smooth, secure and cost-effective management within the organization.
Security and compliance: protect your sensitive data
Document security and regulatory compliance are key concerns for today's businesses. A high-performance electronic document management (EDM) solution must incorporate advanced security features, such as strong user authentication, fine-tuned access rights management, data encryption and regular information backup. These features protect documents against unauthorized access, accidental loss and the risk of cyber-attacks.
Implementing strict document management rules and security procedures also ensures compliance with current standards, such as the RGPD or industry standards. A compliant EDM system ensures traceability of actions, document integrity and compliance with legal retention periods. By adopting the right solution, companies secure their sensitive data, reduce risks and boost the confidence of their customers and partners.
EDM trends: innovation and the future
The document management sector is undergoing a rapid transformation, driven by technological innovation. DMS solutions are evolving towards cloud platforms, offering increased accessibility, tailored scalability and reduced infrastructure costs. The integration of artificial intelligence and machine learning is making it possible to automate document processing, improve content recognition and optimize business processes.
Mobility is also at the heart of new expectations, with electronic document management applications accessible on smartphones and tablets, promoting remote collaborative working. In addition, the Internet of Things (IoT) and augmented reality are opening up new perspectives for the management and distribution of information within organizations. By keeping abreast of these trends, companies can boost productivity, improve data security and control costs, while offering their teams innovative, high-performance collaboration tools.
Support and training: making your EDM project a success
The success of an electronic document management project depends on personalized support and appropriate team training. Right from the implementation phase, it is essential to clearly define processes, configure the system according to the organization's needs, and ensure smooth migration of existing documents. Tailor-made support helps to overcome any obstacles to change, and guarantees rapid adoption of the solution.
Employee training is a key lever for fully exploiting the functionalities of the EDM system. Practical sessions, interactive workshops and ongoing support enable teams to master the tools, optimize productivity and reduce document management costs. By investing in support and training, companies can ensure efficient document management, improved internal organization and sustainable enhancement of their information resources.
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Why is electronic document management a strategic lever for companies today?
Electronic document management (EDM) is much more than a simple IT tool: it's a true document management system, designed to enable any company, whatever its size or activity, to structure, centralize, process and distribute all its business documents in a fluid, collaborative and secure way. The EDM is thus part of a global approach to the dematerialization of document processes, essential to the digital transformation of organizations.
By implementing a solution like Doc.SERIES, your organization can automate document flows, improve employee productivity and enhance information security, while reducing errors and complying with current standards.
What is an electronic document management system (EDMS)?
Electronic document management consists of dematerializing, classifying, indexing, storing and sharing digital documents (letters, contracts, e-mails, invoices, HR forms, etc.) via a single software platform. The system is based on a structured process involving the acquisition, indexing, storage and distribution of information, guaranteeing efficient, methodical management of digital documents. It supports the entire document lifecycle - from creation to electronic archiving - and integrates notions of access rights, versioning, traceability and legal compliance.
An effective EDM solution goes far beyond simple storage: it automates validation processes, secures information flows, controls access according to roles, and enables structured collaboration within the company.
The concrete benefits of electronic management for your organization
Implementing EDM software in your organization offers many operational and strategic advantages.
Improved productivity: your teams save considerable time thanks to instant document searching, automatic indexing and the elimination of repetitive manual tasks.
Risk reduction: security and confidentiality rules are reinforced, access is controlled and actions are traced, enabling compliance standards (RGPD, LPD, ISO...) to be met.
Optimized processes: thanks to the automation of business tasks (invoice processing, HR management, contract validation), you can speed up decision-making and streamline document circulation.
Better collaboration: your team members can interact simultaneously on the same file, from different locations, in complete security. Collaborative working becomes simpler and more efficient.
The central role of e-mail in an EDM project
What is an electronic document management system (EDMS)?
The central role of e-mail in an EDM project
Today, e-mails represent an important part of business documentation. They contain key information, decisions, attachments, contractual exchanges or essential confirmations.
In well-structured electronic document management, e-mails are no longer simply archived in employees' personal mailboxes. They are captured automatically, indexed according to subject, sender or content, and filed in the right place within the EDM system.
This integration enables :
Centralized exchanges with customers, suppliers and partners
Quick access to related documents
Traceability in compliance with legal requirements
Reduce duplication and loss of information
Doc.SERIES offers Outlook and Gmail compatible modules to facilitate e-mail management within your document environment.
Electronic archiving: an essential component of EDM
Electronic archiving is a cornerstone of any document management strategy. It's not just a question of storing files, but of guaranteeing their durability, legibility over time, authenticity and probative value.
An EDM solution that complies with electronic archiving standards allows you to :
- Automatically archive documents in a standardized format (PDF/A)
- Ensure that sensitive documents are legally preserved for the required length of time
- Guarantee that the content has not been modified
- Retrieve archived documents in just a few clicks, even after many years
Electronic archiving concerns invoices, contracts, letters, HR documents and customer correspondence. With Doc.SERIES, each document is archived according to precise rules, with time stamping, version history and strict control of access rights.
A solution for every department in the company
The modularity of EDM software enables it to meet the specific needs of all departments:
For the finance department: supplier invoice processing, validation follow-up, bank reconciliation
For human resources: management of employee files, employment contracts, pay slips, etc.
For the legal department: contract versioning, schedules, clause monitoring
For the sales department: centralization of customer documents, offers and quotations
For the administrative department: mail circulation, access to official documents
For general management: steering strategic documents and compliance
Advanced features for intelligent, high-performance EDM
Doc.SERIES offers a complete suite of tools to meet all business use cases:
Automatic ranking based on artificial intelligence
Processing of incoming files (paper, fax, e-mail, PDF)
Semantic and full-text search
OCR for field recognition in scanned documents
Qualified electronic signature
Intelligent indexing
Connection to your ERP, CRM and office systems (Microsoft Office, Outlook)
Mobile application to access documents on the move
Automatic updates and centralized supervision
Each module (Doc.Import, Doc.Capture, Doc.VPrinter, Doc.Convert, Doc.Mobility, etc.) enhances the solution, making it more flexible, faster and better integrated with your existing tools.
Gradual, supported and personalized implementation
A successful EDM project depends on a clear methodology tailored to your organization. Doc.SERIES offers customized support every step of the way:
Analysis of your documentation needs
System design and choice of functions
Setting up filing and validation rules
Import existing documents
Training your staff
Post-installation monitoring and changes in usage
The success of such a project depends on the commitment of users, the clarity of processes, and the quality of advice. We do our utmost to ensure that you get up to speed quickly, integrate smoothly and make tangible improvements to your document organization.
Turn your document management into a performance driver
By integrating a complete electronic document management solution, your company gains in productivity, fluidity and reliability. You create a working environment where information flows more freely, where documents are accessible at all times, and where teams can concentrate on their core business.
Whether you're an SME, a local authority, a major corporation or a company undergoing a transformation, EDM is now an essential component of any digital strategy.
To find out how Doc.SERIES can meet your specific needs, improve your document management and simplify your processes, our team is at your disposal to give you a personalized demonstration and help you implement a solution tailored to your objectives.