Documents linked to business records
We connect a document to an order, contract, customer or another record. We agree which system owns each field and how updates are shared.
Connect documents to your business systems
Your DMS should work with ERP, CRM, portals and specialist applications. We design interfaces that preserve documents, data, permissions and a clear processing history.
Identity and permissions
Integration is linked to your user and role management. Access is checked for both viewing and downloading so that an interface does not expose restricted documents.
Immediate or background processing
We choose direct API calls or queued processing to fit the task. Retries, duplicates and subsequent process steps are included in the design.
Operations teams can see what happened
We provide logging, error monitoring and reprocessing procedures. Administrators need to establish the outcome, not simply see that a request failed.
Public-sector and signing services
Records management may also need links to incoming correspondence and related services. The scope depends on the available interfaces and the customer's environment.
ERP / CRM / HR system / Portal / Business application / eGovernment → Integration layer → ELO / DEPO → Document repository / Metadata and relations / Workflow / Access and audit. Authorisation · monitoring · logging · retries
Frequently asked questions
What happens when a connected system is unavailable?
The integration should record failure, distinguish temporary issues and support safe retry. Depending on the scenario, use a queue or a controlled error response. Keep track of what has already been processed.
Do we need to replace our ERP or CRM?
Usually not. Document services can connect to existing applications. We first review their interfaces, available data and identity handling, then design the integration.
Who can see sensitive documents?
Access is configured by role, group and application. Checks should include previews, exports, service accounts and role changes. Hiding a menu link is not an access control.
How can we reduce vendor lock-in?
Agree export of documents, metadata and relationships, interface documentation and exit assistance. Test whether the export is usable. Being able to download files is not the same as transferring the whole solution.
Can we use only the document component?
Yes, cooperation can focus on storage, integration services or a specific application. We first check functional and licensing dependencies. Not every component is a standalone product.
What affects implementation cost and timing?
Applications, users, interfaces, data quality and customisation all matter. A proposal should distinguish licences, implementation, migration and support. A useful schedule also accounts for the customer's preparation and participation.