OpenIMS DMS is a webbased document management system which integrates seamlessly with Sugar and therefor add's many DMS features to Sugar. All major DMS functionality is available from within Sugar panels related to customers, contacts, cases and other modules.
Features and Benefits
Template based document creation
From within Sugar new documents can be created based upon templates provided by OpenIMS DMS with integrated metadata from Sugar s.a. company name, address en contact information.
View All FeaturesFull document history
The document history overview shows all versions of a certain document and different versions can be compared (visually).
View All FeaturesOn premise and in the Cloud
OpenIMS DMS is a server-side solution. Templates, metadata, documents are all stored in the central repository of the OpenIMS server. That makes it an easy to manage and powerful document management solution. The server component can be installed on premise, but you can also use OpenIMS DMS as a fully managed cloud service.
View All FeaturesDocuSign integration
Include DocuSign digital signatures in your OpenIMS DMS (generated) documents to start a digital transaction straight from Sugar. No more printing, signing, scanning and e-mailing to get your documents signed. Just a simple click on a link to launch a digital signature transaction on the trusted DocuSign platform.
View All FeaturesTemplate based document creation
From within Sugar new documents can be created based upon templates provided by OpenIMS DMS with integrated metadata from Sugar s.a. company name, address en contact information.
Full document history
The document history overview shows all versions of a certain document and different versions can be compared (visually).
On premise and in the Cloud
OpenIMS DMS is a server-side solution. Templates, metadata, documents are all stored in the central repository of the OpenIMS server. That makes it an easy to manage and powerful document management solution. The server component can be installed on premise, but you can also use OpenIMS DMS as a fully managed cloud service.
DocuSign integration
Include DocuSign digital signatures in your OpenIMS DMS (generated) documents to start a digital transaction straight from Sugar. No more printing, signing, scanning and e-mailing to get your documents signed. Just a simple click on a link to launch a digital signature transaction on the trusted DocuSign platform.
Integrated viewer with annotation functions
With the integrated HTML5 viewer you can view and annotate any document on any device, including Word, Excel, PowerPoint, PDF, OpenOffice, AutoCAD, JPG, PNG, TIFF, GIF and more.
Integrated drag-drop documents upload
With this function a user can upload (drag and drop) multiple documents to Sugar.
Add's many true DMS feautures to Sugar
Webbased (IE, Chrome, FF, Safari) document management.
Version control, compare and history (audit trail).
Document workflow with authorisation.
Supports every Sugar module.
Multi document upload and template based document creation.
Automated document import from ERP systems.
Microsoft Office integration.
OpenOffice integration.
Same "Look and feel" Sugar.
Metadata and full text search.
Onpremise or cloud.
OCR and ICR capabilities.
Business applications
Project oriented document management.
Contract management.
Proposal develop management with approval workflow.
QA document management.
Invoice approval (optional incl. OCR and ICR).
HR document management.
Document sharing and controlled distribution (i.e. collaboration).
Knowledge management.
Support
Support desk is available during workdays (mon - fri) from 08.30 - 18.00 hours GMT. Service Level Agreements are available upon request.
Phone Support: +31(0)30 60 35 640Support Email: support@osict.com
Support Knowledge Base: http://doc.openims.com
Terms & Conditions
Terms of Service: http://www.osict.com/openims/termsofuse.txtPrivacy Policy: http://www.osict.com/openims/termsofuse.txt
