Document Management

The Document Management System is the register of the paperwork a business cannot throw away — signed contracts, commercial registrations, title deeds — and of who holds each original. The overview explains the idea and walks through its seven screens.

Start Here

The shape of the sub-module, and the order to build a fresh installation in.

🗄️Document Management OverviewThe seven screens, the two halves they divide into, the licence, and an honest list of what this sub-module does not do.🗂️Archives, Folders and TopicsThe filing structure you build once — including the one switch that decides whether a folder holds documents or other folders.

Everyday Use

Registering paperwork, finding it again, and keeping track of who has it.

📄Archived DocumentsThe document record itself: filing, owners, attached scans, states, copies, and the four ways to find something again.🔁Checking Documents In and OutThe movement voucher — the four types, what committing really changes, and why a transfer needs a manual follow-up.📦Loading an Archive from a ZIP FileTurning one compressed file into hundreds of documents, and which columns reach the created documents.

Setup

⚙️Settings and IntegrationThe three DMS settings, the storage and scanning options that matter for an archive, security, and reaching DMS from other screens.

Looking for something else?

Attaching a file to an ordinary record — an invoice, a customer — is not DMS at all; that is the standard attachment field, configured in Attachments and Storage and per field in Fields and Entities Settings. And if you are looking for a way to delete old records rather than file them, that is data purging, covered under year-end and period control — a different thing entirely, despite the similar vocabulary.