DOCmanager: Streamlining Document Management

18th June 2024
Thomas Davidson

In the modern business environment, efficient document management is crucial for maintaining operational efficiency and compliance. CiMSO’s DOCmanager offers a comprehensive solution to streamline document management processes, ensuring that businesses can easily manage, store, and retrieve documents. By leveraging the power of DOCmanager, companies can achieve near-paperless operations, enhancing productivity and reducing administrative overhead.


The Power of DOCmanager

  1. Integrated Document Management: DOCmanager integrates seamlessly with the LibreOffice suite, offering a robust document management system within the CiMSO CDP and CRM platforms. This integration supports various office tasks, including word processing, spreadsheet management, drawing, and presentations, all in Open Data Format compliant applications. By providing a unified interface for document creation and management, DOCmanager simplifies workflows and reduces the need for multiple software solutions.
  2. Secure Document Storage: All documents managed through DOCmanager are stored in a secure SQL database, supporting nine file formats. This secure storage ensures that sensitive information is protected and easily accessible when needed. The system also features document import, export, and conversion facilities that support fifteen different file formats, offering flexibility in handling various document types.
  3. Efficient E-Filing: DOCmanager features a user-defined electronic filing index in a tree view format, enabling fast drag-and-drop file management. This intuitive filing system allows users to organize documents effectively, ensuring quick retrieval and streamlined document workflows. Dynamic linking of documents to customer and staff profiles further enhances the system’s efficiency, allowing easy access to relevant information.
  4. Powerful Document Console: The document console in the system comes equipped with extensive filters for fast document scanning, importing, searching, and retrieval. This powerful feature allows users to quickly find and manage documents, reducing the time spent on administrative tasks and improving overall efficiency.
  5. Data Merge Capabilities: DOCmanager excels in its data merge capabilities, offering extensive merge fields from customer profiles and other management areas within the CiMSO CDP. This functionality enables personalized bulk mailings to status-segmented marketing groups, enhancing targeted communication efforts. Automated e-mail, fax, and postal mail document transmission, along with failure reports, streamline the distribution process, ensuring that communications reach their intended recipients.

DOCmanager provides a near-paperless document management solution that integrates seamlessly with the LibreOffice suite, offering secure storage, efficient e-filing, and powerful data merge capabilities. With its user-friendly interface and robust features, DOCmanager empowers businesses to streamline their document management processes, enhancing productivity and operational efficiency. In today’s fast-paced business environment, DOCmanager is the ultimate tool for achieving efficient and effective document management.

Contact Us

CiMSO supports clients transitioning from fragmented legacy software systems to integrated ERP solutions. CiMSO also manages the successful deployment of new methods in compliance with their ISO90003 Quality Management Systems and PRINCE II project management methodologies.

Don’t hesitate to contact one of our offices or Value Added Reseller for more information on CiMSO’s Integrated ERP Software Suites for Hotels, Lodges, ResortsClubsTimeshare, and Leasing management.