OpenIMS DMS for Sugar

OpenIMS DMS for Sugar

Webbased Document Management Server


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 Features
Full document history

The document history overview shows all versions of a certain document and different versions can be compared (visually).

View All Features
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.

View All Features
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.

View All Features

Template based document creation

image
image
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

image
image
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

image
image
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. <br /> Version control, compare and history (audit trail).<br /> Document workflow with authorisation.<br /> Supports every Sugar module.<br /> Multi document upload and template based document creation.<br /> Automated document import from ERP systems.<br /> Microsoft Office integration.<br /> OpenOffice integration.<br /> Same &quot;Look and feel&quot; Sugar.<br /> Metadata and full text search.<br /> Onpremise or cloud.<br /> OCR and ICR capabilities.<br />

Business applications

Project oriented document management.<br /> Contract management.<br /> Proposal develop management with approval workflow.<br /> QA document management.<br /> Invoice approval (optional incl. OCR and ICR).<br /> HR document management.<br /> Document sharing and controlled distribution (i.e. collaboration).<br /> Knowledge management.<br />

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 35 640
Support Email: support@osict.com
Support Knowledge Base: http://doc.openims.com

Terms & Conditions

Terms of Service: http://www.osict.com/openims/termsofuse.txt
Privacy Policy: http://www.osict.com/openims/termsofuse.txt

OpenIMS DMS User Interface with Sugar Account infoOpenIMS DMS User Interface with Sugar Account info
OpenIMS DMS panel in Accounts moduleOpenIMS DMS panel in Accounts module
Multi document uploadMulti document upload
Document creation (template based) with automated incontext data copyDocument creation (template based) with automated incontext data copy
OpenIMS DMS panel within Sugar with document property sidepanelOpenIMS DMS panel within Sugar with document property sidepanel

Resources

Please where we're going to have PDF and what not

Similar Apps

All In One CTI
PixelHarmonia
RingCentral For SugarĀ®
SugarCRM Wordpress Portal
SMS Module (iZeno)
Magnolia CMS Enterprise Edition