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Solution · Finance & People
Documents stored where the work happens
Contracts on a shared drive, invoices in an inbox, certificates in a filing cabinet. Finding the right document means knowing who saved it where.
Overview
Why this area matters
ERP document management attaches documents to the records they relate to — the supplier, the order, the asset, the employee — with workflows for approval and signature.
01Typical problems
Signs the current setup has run out of road
01
Lost documents
Time wasted searching drives and inboxes.
02
Version confusion
Multiple copies with different contents.
03
Manual approvals
Documents routed by email for sign-off.
04
Audit stress
Assembling evidence takes days.
02Capabilities
What a well-built setup includes
01
Record linking
Documents attached to orders, partners, assets and employees.
02
Folders and tags
Structured workspaces with access control.
03
Approval workflows
Review and approval steps with history.
04
E-signature
Native or integrated signing.
05
Retention rules
Archive and deletion policies.
06
Capture
Email and scan ingestion with data extraction.
03Workflow
How the process runs end to end
- 01
Capture
Documents arrive by email, upload or scan.
- 02
Classify
Tagged and linked to records.
- 03
Approve
Routed for review or signature.
- 04
Store
Versioned and access-controlled.
- 05
Retain
Archived per policy.
04 — Technical notes
Design decisions worth getting right
Large document volumes need storage planning — object storage rather than the database — and backup policies that include attachments.
Access rights on documents should follow the access rights of the records they belong to, so sensitive files are not exposed through search.
Where it applies
Industries, integrations and services
Insights
Related reading
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FAQ
Frequently asked questions
Can we keep using SharePoint or Google Drive?
Yes, through integrations that link files to ERP records.
Is e-signature legally binding?
In many jurisdictions electronic signatures are legally recognised for most business documents; confirm specific requirements with legal advisors.
Can documents be extracted automatically?
AI document processing can extract data from invoices and forms for review.
Next step
Spending hours looking for documents?
We will show how documents can live with your records.