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Your Swiss EDM solution for intelligent, secure and compliant document management

In a world where the digitization of processes has become a key issue, having a high-performance electronic document management (EDM) system is no longer a luxury, but a necessity. The main objective of document management is to efficiently process the growing volume of information, ensuring easy access, reliability and proper archiving of documents. With our hands-on experience of document management in Switzerland, we understand the specific challenges of each sector. At Doc.SERIES, we develop a highly adaptable Swiss EDM solution, designed to meet the requirements of companies, local authorities and administrations. Our solution also supports companies in their dematerialization process, facilitating the digital transformation of document management. Our EDM solution is based on the automation, organization and security of document flows, guaranteeing fluid, efficient management. Implementing our EDM solution is a key stage, requiring rigorous planning and personalized support to ensure the project's success.

Whether you're an SME, a bank, a municipality or an insurance company, our EDM tools enable you to centralize, classify, archive and retrieve all your business documents in just a few clicks, while guaranteeing strict compliance with Swiss and European standards (RGPD). Doc.SERIES presents itself as a centralized, collaborative technological tool, facilitating document management within your organization. There are different ways of implementing efficient document management, depending on the structure and needs of each company. Thanks to innovative technology, our solution optimizes the automation and digitization of document processes. Our solution adapts to the specific use of each company, enabling tailor-made integration and easy adoption by users. As a result, you can devote a significant proportion of your resources and time to high value-added tasks, while reducing the errors associated with manual management. Finally, Doc.SERIES enhances collaboration between your teams and offers an optimal user experience, combining ease of access, security and compliance. The adoption of best practices in document management is essential to guarantee your organization's performance, security and compliance.

Over 1000 satisfied customers ⭐⭐⭐⭐⭐

What is an EDM and why choose a solution hosted in Switzerland?

  • Digitizing and archiving paper documents
  • Automatically classify incoming files (PDF, Word, e-mails, etc.) from different sources. The use of keywords makes it easy to search and index documents quickly.
  • Automate validation or processing workflows
  • Ensure traceability and security of sensitive data
  • Facilitate access to information for your teams
  • Benefit from high-performance EDM software offering advanced features such as access management, fine-tuned management of access rights, character recognition, document viewing and mobility.

The Doc.SERIES solution can be adapted to any organization, whatever its size or sector of activity.

Setting up the Doc.SERIES EDM solution is quick and easy, enabling a smooth transition to dematerialization.

You benefit from secure storage capacity for all your digital documents.

Documents are hosted in a secure location in Switzerland, guaranteeing data confidentiality and availability.

Doc.SERIES offers a wide range of services to meet all your document management needs.

EDM optimizes the use of your company's internal resources, improving productivity.

Integration with ERP systems automates business processes and centralizes document management.

With Doc.SERIES, you can be sure of using a 100% Swiss solution, respecting data sovereignty and hosted on reliable local infrastructures.

Strict compliance with standards is ensured, with respect for regulatory and legal obligations. Archiving guarantees the preservation of document integrity throughout their lifecycle.

Understanding the document life cycle: from creation to archiving

The document lifecycle is the backbone of any electronic document management (EDM) approach within a company, administration or institution. It consists of a set of processes that govern each document, from its creation to its archiving or destruction, including key phases such as review, approval, distribution and retention.

From the moment a document is created, whether it's a contract, a letter, an HR file or a business report, electronic document management ensures structured filing and a smooth flow of information. Each stage of the lifecycle is essential: revision guarantees the quality and relevance of content, approval formalizes validation by stakeholders, while distribution ensures controlled access for the employees concerned. Retention, meanwhile, meets regulatory and business requirements in terms of document lifespan, while facilitating future consultation.

Electronic archiving comes in at the end of the chain to preserve the integrity, authenticity and reliability of documents over the long term. This process is crucial not only to guarantee organizational compliance, but also to enhance the value of a company's or administration's information assets. Rigorous document lifecycle management not only optimizes business process performance, but also strengthens information governance and data security.

By adopting an appropriate EDM solution, each institution benefits from total control over the lifecycle of its documents, ensuring efficient, compliant and sustainable management of its document resources.

A modular, scalable EDM designed to adapt to your needs

Doc.SERIES offers a modular software suite to adapt precisely to your challenges:The solution integrates easily with different existing information systems, whether enterprise content management systems or document systems, taking into account corporate strategy, budget and internal resources.It also offers a wealth of features, such as scanning, printing, copying and connectivity, essential for optimizing electronic document management and integration with the corporate information system. Thanks to automation, the solution streamlines every document task, ensuring smoother, more compliant management. What's more, it helps optimize collaborative and individual work, enhancing team productivity on a day-to-day basis.

Doc.ECM - Collaborative document management

Manage the entire lifecycle of your documents, with detailed management of access rights, versions and validation processes.

The solution promotes collaboration between employees by facilitating information sharing and team coordination around documents. It integrates advanced collaborative working features, enabling users to share, annotate and discuss documents online, to optimize team document management.

It also enables precise management of user access rights, ensuring the security and conformity of document exchanges.

Each user benefits from personalized support to ensure an optimal experience when using the EDM.

Doc.Capture - Scanning automation

Automate document capture, separation and indexing with OCR and artificial intelligence.

Automatic data recognition via optical character recognition (OCR) enables the efficient identification and extraction of information from scanned documents. The solution also supports the dematerialization and automated processing of faxes, enabling them to be classified and distributed within the document management system.

The system also offers advanced text searches across all digital documents, facilitating rapid access to information.

Automation makes it possible to manage large volumes of documents, reducing the risk of errors and optimizing productivity.

Doc.Office & Doc.Desktop - Windows & MS Office integration

File your documents from Word, Excel, Outlook or even drag-and-drop from your desktop.

The solution also makes it easy to classify and manage documents received by e-mail, facilitating the sharing and receipt of information.

Doc.Mobility - Secure mobile access

Consult, sign and comment on your documents securely from your smartphone or tablet.

Doc.VPrinter & Doc.Convert - PDF/A conversion & virtual printing

Generate searchable, traceable PDFs for digital archiving.

The solution also produces high-quality digital copies, essential for efficient document management. It supports documents of different sizes when converting or printing, guaranteeing flexibility for all your DMS needs.

A secure EDM solution that complies with Swiss standards

Doc.SERIES complies with the most stringent security and confidentiality standards. Doc.SERIES is also a complete electronic document management (EDM) solution, enabling optimal organization of your company's digital content. Our servers are hosted in Switzerland, and all our solutions comply with :

  • RGPD (General Data Protection Regulation)
  • OFIT requirements (for administrations)
  • ISO standards for electronic archiving

The security of your digital document content is guaranteed at every stage of its lifecycle. Our EDM also ensures efficient management of electronic content, while complying with current legal and regulatory requirements.

Your company benefits from a future-proof, scalable and totally sovereign solution.

Documentary traceability: a pillar of compliance and transparency

Document traceability plays a central role in modern electronic document management (EDM). Thanks to high-performance tools, every document in the company is fully tracked throughout its lifecycle. From creation to archiving, including every modification, consultation or transfer, every action carried out on a document is recorded, logged and traced in a secure and transparent way.

This rigorous access and processing management ensures that every step in the business process is documented and verifiable. As a result, it becomes possible to trace precisely who has consulted, modified or validated a document at any time, reinforcing confidence within teams and with external partners.

Documentary traceability is a major asset in meeting compliance requirements, particularly in highly regulated sectors. It also facilitates internal and external audits, while providing greater transparency in the day-to-day management of information. By adopting an EDM solution with advanced traceability functions, your company acquires a powerful lever for optimizing its processes, securing its data and guaranteeing the reliability of its document system.

What types of documents can you manage with Doc.SERIES?

Our Swiss EDM solution handles all your company's document flows:
It manages all types of documents, whatever their format or use, to adapt to every business need.
Our solution is designed to handle the large volume of documents generated daily within the company.

  • Supplier invoices: automated accounting integration
  • HR files: centralization, restricted access, automatic notifications
  • Incoming/outgoing mail: digitization and digital distribution
  • Contracts: versioning, electronic signatures, secure archiving
  • Customer and sales files: accurate history and tracking

Each module can be activated according to the specific needs of your business sector.
Doc.SERIES provides an effective response to common document management problems, such as dispersed information or difficult access, by optimizing the management of volumes and the diversity of document types.

They trust us: public authorities, banks, insurance companies, SMEs

More than 1,000 companies and institutions in Switzerland use Doc.SERIES to save time, strengthen compliance and simplify document management.
Among our customers:

  • Municipalities and towns for the management of correspondence and deliberations
  • Banks and insurance companies for automated processing of regulatory documents
  • Swiss industries for document traceability and quality compliance

The concrete benefits of our Swiss EDM

  • Full-text search and intelligent filing save time
  • Reduce errors through process automation
  • Improving the productivity of in-house teams
  • Enhanced compliance with local and European standards
  • Reduced archiving and manual processing costs

Why choose Doc.SERIES?

A major player in the Swiss EDM market, Doc.SERIES is backed by 20 years' experience, a team of industry experts and local customer service.
Our values :

  • Understanding business needs
  • In-depth technical expertise
  • Scalable solutions
  • Responsive local support and ongoing training

Ask for your free demonstration

Would you like to find out how Doc.SERIES can meet your EDM needs?
Contact us for a personalized demo or a free document audit.

More than 1,000 companies trust us to manage their documents.

Ready to simplify your archive management?

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