Did you know that eDoCat DMS is extremely versatile? Tailor it to your needs!
It offers a wide range of built-in features, including multiple extension modules, allowing for detailed customisation.
Module name
Description
BOX
GROWTH
STANDARD
PREMIUM
ENTERPRISE
PoC
Data areas
Separate data storage areas with separate access control.
Access rights management
Assigning roles to users and groups, controlling access to individual DMS objects – folders and documents.
Document attributes (metadata)
Ability to classify documents through user-defined sets of attributes (metadata) for each document type.
Global properties
Ability to share metadata across different document types.
Document templates included
Directives, business contracts, business contract amendments, HR documents, project documents, invoices received
Processes included
Document workflow management functionalities, including a detailed history log.
A set of 5 built-in one-step workflows with the ability to assign tasks to a group of users or individuals:
(a) Comments – compiling a document within a team. “Task completed” button.
(b) Approval – approving a document in one step. Buttons: “Approved”, “Approved with comments”, “Not approved”.
© Acknowledgement – acknowledging a document. “Acknowledged” button.
(d) Review – reviewing the validity of a document as of a specific date. Buttons: “No changes”, “Reviewed with comments”.
(e) New task – a simple task assigned to a group of users or an individual. “Task completed” button.
A set of 5 built-in one-step workflows with the ability to assign tasks to a group of users or individuals:
(a) Comments – compiling a document within a team. “Task completed” button.
(b) Approval – approving a document in one step. Buttons: “Approved”, “Approved with comments”, “Not approved”.
© Acknowledgement – acknowledging a document. “Acknowledged” button.
(d) Review – reviewing the validity of a document as of a specific date. Buttons: “No changes”, “Reviewed with comments”.
(e) New task – a simple task assigned to a group of users or an individual. “Task completed” button.
Automatic filling of values in metadata
Automatic assignment of document types and values in metadata based on the location within a specific folder, including the inheritance of properties into subfolders. Possibility to batch edit metadata values.
Related documents
Linking documents based on metadata values by mutual file interlinking. Automatic linking of related documents with the same value in shared global properties.
Annexes
The possibility of attaching annexes permanently to a specific document.
Full-text search
Searching across the entire content using full-text queries.
Structured search
Combination of searching across the entire content using full-text queries and limiting the query to a pre-defined class of documents.
Online/Offline editing
Direct editing of files in Microsoft Office (online/offline) and Google Docs (online only).
Versioning
Storing historical versions of documents and metadata.
Notification centre
Notifying the user role of a document within a defined timeframe.
Cascade tags
Document filtering through intelligent interconnected tagging.
Document generator
Generating entire document sets after filling out a single form with header data.
Document templates
Creating documents and fixed folder structures from provided templates.
Registration number
Assigning a unique document ID based on the pre-defined numeric sequence pattern.
External linking
Publishing content via a unique immutable hyperlink to the latest valid version of the document.
Data boxes
(50 data boxes included in the license price)
(50 data boxes included in the license price)
Receiving and sending data messages and publishing contracts in the Public Registry of Contracts (ISRS). Including high-volume messages and messages with multiple attachments
Controlled document management
A complete document management solution complying with the ISO standards, including mass launch of the audit process. Demonstrable acknowledgement with the document.
Controlled document upload
A central panel for uploading individual documents as well as entire queues with the ability to require filling in the document name, storage location, document type and mandatory metadata before saving.
Web services for batch and single document upload
An open API that can be used to automatically upload documents in eDoCat and classify them using metadata.
Emails
(50 email boxes included)
(50 email boxes included)
Synchronisation of the content of email boxes to the eDoCat DMS repository.
Central authorisation management
A shared central point for assigning and reporting user authorisations to access the folder structure and user groups.
Data view management
The workspace manager eliminates the need for time-consuming folder browsing by offering advanced tools for building custom user filters and allowing users to create both individual and shared reusable content filters.
Batch operations
Possibility of batch editing of metadata values and mass exporting of documents including their attributes.
Web services for calling third-party system
API interfaces for calling services in external systems outside eDoCat, e.g. ERP, PLM, CRM, Atlassian, etc.
Synchronisation of user accounts from AD/LDAP (up to 50 services)
(up to 50 services)
(up to 50 services)
Enables connection to central identity management tools.
Administrator access restriction
Handling security incidents related to unrestricted administrator access to the most sensitive content.
Audit log
A detailed log of user activities across the entire system – not just at the document level.
Setup for third-party applications
Open interfaces for external applications, such as open source office suites, DWG previews or the use of OCR services.
Electronic signing
A comprehensive service including signing of documents, certificate verification and long-term storage in compliance with applicable legislation.
Attribute and process definition
A no-code platform that empowers users to take control over form creation and the definition of processes and automation of document distribution to authorised or required users.
Automation and scripting
Enhanced ability to define customer system behaviour through built-in support for advanced scripting.
PostgreSQL
Database server support
MS SQL
Database server support
SAP integration
Two-way communication between eDoCat DMS and SAP ERP.