Software > Business Management > Document Management Systems (DMS) > PHOENIX DOCUMENTS
Complete solution for modern document management

PHOENIX DOCUMENTS

Complete solution for modern document management

Version:  7.0

 
 
 
 
 
 
 
 
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PHOENIX Documents - innovative complete solution for digital document management. Secure, reliable and high-performance!

The powerful and highly efficient PHOENIX Documents solution includes all the important tools for the digital management of all your data and documents in a wide range of formats. Numerous useful functions provide professional support for your future digital document management.

Advantages

  • Work in compliance with the law (meets the requirements of the GDPR, HGB, AO and UStG)
  • Automatic keywording
  • Powerful & flexible search
  • Mobile and location-independent
  • Minimal installation and maintenance effort
  • Fast familiarization period
  • Cost-effective DMS package solution

For every company, whether a start-up or a large corporation, it is of great importance not only to manage documents digitally, but also to store them securely and, above all, to be able to access them quickly when needed. Professional document management is a good basis for all business activities.

Can you quickly find all the information you need in your files?

The PHOENIX Documents document management system uses a search function with flexible search filters, including from third-party applications with a configurable hotkey, to ensure that documents can be found quickly. The software impresses with its automatic keywording, which, for example, takes over all relevant invoice data for an invoice.

With PHOENIX DMS, you are also future-proof, as the DMS automatically tags X-invoices.

Employees can securely access documents from any location

The solution is mobile and designed to be location-independent, enabling secure access to documents. Regardless of whether the employee is in the office, at home, in a branch office, on a business trip with a customer or supplier.

Features

  • Browser-based interface
  • Workflows can be set up quickly and flexibly
  • History function
  • Integrated legally compliant PHOENIX archive
    • User-controlled and automated e-mail archiving
    • Automated document transfer from any system
    • Secure access protection and encryption
  • Includes PHOENIX Capture (advanced scanning program)
    • Intelligent OCR
  • search function with flexible search filters, also from third-party applications with configurable hotkey
  • Smart user guidance with SmartClient, SmartIndexing and SmartClassify

Do you need scanning software?

No problem, PHOENIX Capture takes care of the scanning for you and is already included in PHOENIX Documents. Invoices, contracts, etc. are quickly converted into a digital format and can be indexed.

Secure storage

PHOENIX Documents includes the PHOENIX Archive, which meets all common archiving requirements. Regardless of whether it is increased document and access protection (GDPR) or your documentation or deletion obligations.

Target groups:

For all industries and all company sizes

Links & Downloads:
Software exposé
request URL

Functions (excerpt) of PHOENIX DOCUMENTS:

Archive access rights
Archiving
Calendar and appointment management
Categorization
Change tracking
Coding and tagging wizard
Color text passages
Comment function
Content overview
Creation and deletion of documents
Customizing
Delegation functions
DMS
Document classification
Document control
Document indexing
Document signatures
Document stamp
Document templates
Document workflow
E-Invoice
Editor
Escalation management
event-driven process chain
File archiving
Filing structures
Form and document processing
Full text search
Hierarchies
Improvements
Keyword search
Keywording
Language versions
Magazine archive
Messages
Metadata
Metadata search
Multiple description
Multiple links
operational improvement suggestions
PDF editing
PDF file
PDF Viewer
Preview
Process automation
Process history
Queries
Report management
Sample contracts
Sample templates
Scanner
Search
Search strategies
Similarity search
Spreadsheet
Task and competence carriers
Template management
templates
Text editing
Text filter
Text Recognition (OCR)
Text templates, sample texts
Versioning of processes
Word recognition automation
Workflow Designer
Workflow management
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Price

on request

Get to know the software better! Request a video appointment for a personal presentation!

Technical specifications:

Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
yes
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
Customizing:
possible for a fee
Manufacturer based in:
Germany
Dialogue language(s):
German
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android
Old Compatible Operating Systems:
Win 8
Win 7

More software of the manufacturer:

PHOENIX CONTRACT
PHOENIX INVOICE