Document management made easy with M365!
the essentials in brief
Our solution for data exchange and document management is based 100% on Microsoft standard components, in particular Microsoft SharePoint. This makes it an innovative, adaptable and customizable platform that is also cost-effective. This solution goes beyond the functions of a classic document management system (DMS) and combines document management and collaboration in a comprehensive solution.
What is a document management system?
A classic document management system (DMS) is primarily used to centrally store, organize and archive digital documents. It makes it easier to manage and access documents so that they can be quickly found and used when needed. Classic DMS often offer functions such as versioning, metadata management and search functions to efficiently manage documents in the company.
A modern DMS on the other hand, significantly expands these basic functions. In addition to the secure storage and management of documents, a modern DMS often also supports real-time collaboration and enables secure data exchange with external partners. Users can access the documents flexibly and work on them together, which increases productivity and improves exchange. In addition, integration with other company applications is a key feature of a modern DMS.
Benefit from a document management system from redIT
Our solution is built entirely on Microsoft SharePoint, a leading platform for document management and collaboration. Through integration with SharePoint, users can use all important document management functions directly within their familiar Microsoft environment.
Document management in SharePoint
SharePoint provides robust document management capabilities, including versioning, metadata, search, and permission management. This enables organizations to organize their documents efficiently and securely.
External data exchange
Our solution enables documents to be shared securely with external partners. Documents can be shared in a controlled manner via Microsoft Teams and SharePoint, promoting secure data sharing without having to resort to third parties.
compliance and retention policies
SharePoint enables companies to store their documents long-term and in compliance with the law. This allows retention policies such as preservation hold to be used, which stores documents for a specific period of time (e.g. 10 years), even if they have been deleted in the active document management system (DMS).
Individual adaptation to the corporate design
SharePoint can be visually adapted to your company's corporate design to ensure a consistent brand identity.
What makes our solution unique
Our solution combines document management and collaboration in a single, powerful application. Thanks to seamless integration with SharePoint and other Microsoft tools such as Teams, OneDrive and Office 365, it enables smooth collaboration and efficient document management - all in one platform. Companies benefit from cost-effective, proven and reliable technology that does not require external solutions. Our innovative solution is flexible, customizable and continuously evolving to meet the needs of your modern working environments.
More features, more productivity, more flexibility!
Planner in Teams for task and project management
Microsoft Planner can be integrated directly into Teams and allows tasks and projects to be organized centrally. This way, all team members can keep track of things and manage their tasks efficiently.
Mobile availability
Mobile access enables employees to access SharePoint and Teams on the go and continue working seamlessly, regardless of location.
Optimized communication
Using Microsoft Teams reduces internal email traffic, speeding up communication and improving collaboration.
Automated project creation
Users can create a new project or client using a form. This automatically creates a suitable folder structure and the associated team so that work can begin immediately.
Powerful search function
SharePoint search includes both full-text and context-based search capabilities to ensure that documents and information can be found quickly and accurately.
Who is our solution interesting for?
Our document management and collaboration solution is aimed at companies that need to exchange documents with external partners on a regular and easy basis. It is particularly suitable for industries in which documents must be managed and shared securely and in which high availability and accessibility of information is crucial. Here are some examples:
Trust company
Trustees and tax advisors often need to share confidential information with clients and authorities. Our solution enables this in a secure way while also offering features that support workflow in a regulated environment.
Legal advice and law firms:
Legal documents and contracts require the highest security standards and controlled access by external parties, such as clients or counterparties. Our solution offers a reliable, secure platform for this.
real estate industry:
Real estate agents and managers benefit from the ability to securely share contracts, construction plans and other documents with investors, tenants and other interested parties.
companies in various industries
Companies from all industries looking for a modern, user-friendly and cost-effective solution for document management and collaboration.
How our document management takes your productivity to the next level!
Our solution increases the Productivity on several levels and helps companies work more efficiently:
- Easy access and improved findability: The powerful search function and structured document management in SharePoint allow employees to find documents quickly and easily. This saves valuable time that would otherwise be spent searching for and sorting files.
- real-time collaboration: Employees can work on documents together and at the same time. Thanks to the integration into Microsoft Teams, communication is directly linked to the documents, avoiding delays and misunderstandings.
- Secure external access: Our solution facilitates secure collaboration with external partners. Controlled and transparent access to documents enables companies and their partners to work together seamlessly without compromising security or data protection.
- automation and workflows: SharePoint allows you to automate recurring tasks and approval processes, improving efficiency. Automated notifications and workflows enable quick processing and avoid bottlenecks.
- Central platform and integration with Office 365: All the necessary tools – from document management to emails and presentations – are located in a central platform that is intuitive and easy to use. Seamless integration with Microsoft Office makes work easier and ensures that everyone involved works with the same applications and tools.
Overall, our solution helps our customers save time, optimize processes and reduce costs by increasing the efficiency of daily workflows.
We help you achieve efficient document management and increase your productivity:
Your contact persons
Andre Schär
Solution sales
+41 41 747 51 07
Mail
Book an appointment online
Andrea Andreoli
Sales Manager & Solution Consultant
+41 79 831 32 25
Mail