Integrate Doc.SERIES with Office 365 for intelligent, automated document management

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Doc.SERIES Office 365 integration

Powerful synergy between Doc.SERIES and Office 365

Document management takes on a new dimension with the seamless integration of Doc.SERIES into your Office 365 environment. This comprehensive solution combines the collaborative features of Office 365 with the advanced electronic document management (EDM) capabilities of Doc.SERIES. The result? An optimized ecosystem to organize, track and manage your documents with ease.

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Why integrate Doc.SERIES with Office 365?

Automatic, intelligent filing

Doc.SERIES automates the organization of your Office documents (Word, Excel, PowerPoint) by filing them according to customized rules, such as :

  • Type of document (contract, invoice, memo, etc.) ;
  • Author or department ;
  • Project or category.

This automation considerably reduces human error and facilitates access to your files.

Advanced versioning

No more confusion between different versions of the same file. Doc.SERIES and Office 365 allow you to track, save and compare changes thanks to centralized version management, directly in your familiar tools.

Full traceability

Every action taken on a document (modification, consultation, sharing) is recorded. You benefit from perfect traceability to ensure compliance with legal standards and internal policies.

Optimizing collaborative processes

Thanks to integrated digital workflows, documents automatically pass through the right validation and approval stages. You gain in efficiency, while simplifying collaboration between teams.

File conversion and standardization

Doc.SERIES allows you to convert your documents into various formats directly from Office 365, ensuring fast and efficient standardization.

Doc.SERIES and Office 365 integration highlights

1. Document centralization

Doc.SERIES integrates documents from the MS-Office suite, allowing you to centralize all your documents in a single, secure space. You have instant access to your files without leaving your work environment.

2. Automatic classification and indexing

Built-in AI analyzes file contents to automatically classify them according to relevant metadata:

  • Titles, keywords and categories ;
  • Creation or expiry dates ;
  • Rules defined by your company.
3. Collaborative workflows

Workflows integrated into Office 365 and Doc.SERIES streamline your processes:

  • Document validation ;
  • Contract management ;
  • Project follow-up and approvals.
4. Advanced search

Thanks to full-text search and intelligent filters, you can quickly find any file, even in large volumes of data.

5. Safety and compliance

Documents are protected by configurable permissions, and archiving complies with standards and legislation, guaranteeing secure, compliant management.

The benefits of Doc.SERIES integration with Office 365

  1. Increased productivity

By automating filing and simplifying access to documents, your teams save precious time.

  1. Closer collaboration

Office 365's collaborative tools combined with Doc.SERIES' EDM features improve information sharing and communication between departments.

  1. Easy compliance

With perfect traceability and centralized file management, your company remains compliant with regulatory and internal requirements.

  1. Cost reduction

Automated processes and fewer errors reduce the operational costs associated with document management.

  1. Adaptability and scalability

Doc.SERIES integrates seamlessly into your Office 365 infrastructure, whatever the volume or complexity of your document flows.

Quick and easy integration

Doc.SERIES has been designed to integrate seamlessly with your Office 365 environment, without the need for extensive training or complex adjustments. Your users can continue to work in their usual tools while benefiting from the enhancements brought by Doc.SERIES.

An ideal tool for all sectors

Whatever your industry, Doc.SERIES integration with Office 365 meets your specific needs:

  • Human resources: management of employee files, monitoring of applications, contract approvals.
  • Finance: invoice processing, budget monitoring and audits.
  • Quality: managing audits, monitoring certifications, updating quality documents.
  • Projects: collaborate on documents, monitor deadlines and centralize information.

Ready to optimize your document management?

Enjoy intelligent, automated document management with Doc.SERIES and Office 365. Simplify your processes, strengthen collaboration and ensure complete traceability of your files.

Contact us today for a personalized demo and find out how this integration can transform document management in your company.

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