OpenIMS DMS for Sugar

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

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.

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.

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.

With this function a user can upload (drag and drop) multiple documents 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 />

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 />