How does AutoCRM Document System bring your company into the digital era?
Lost documents, outdated versions, lengthy approvals? Discover how AutoCRM transforms your company to paperless operations — quickly, securely and under full control.
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Document digitization
What is a Document System?
Business documents need a system, not drawers and folders
A Document Management System (DMS) is a central place for managing, sharing and archiving all business documents. AutoCRM DMS ensures every document has its version, owner, access rights and change history — all in one place.
Document management challenges
Do you recognize these problems? Solve them once and for all.
Documents get lost in emails.
Important contracts, quotes and invoices circulate as email attachments. Nobody knows where the current version is.
Outdated versions cause errors.
Someone works with an old version and the whole team deals with the consequences. Without versioning, it's inevitable.
Approvals take days or weeks.
A document waits for someone's signature on a desk. Without a workflow system, approval processes drag on.
Finding a document takes minutes or hours.
Without full-text search and proper tagging, you spend unnecessary time searching through folders.
Access rights are not managed.
Everyone sees everything, or conversely — nobody can access what they need. Access management is chaos.
Paper documents cannot be searched.
Physical documents sit in archives and nobody has an overview of what's where. Digitization is a necessity.
Missing audit trail and change history.
Who created the document? Who changed it? When? Without change history, you have no control over key documents.
You don't meet legislative requirements.
GDPR, archiving obligations, electronic signatures — without the right system, you risk fines and legal issues.
Solution for your documents
Do you know what documents under control look like?
We'll review your business processes and show you exactly where you're losing hours of work with documents.
Šifrování dat
Řízení přístupu
Audit log
Zálohy a obnova
Zabezpečení dokumentů
Vaše dokumenty v bezpečí
Šifrování dat
Dokumenty jsou chráněny šifrováním při přenosu i ukládání.
Řízení přístupu
Nastavte přesná práva, kdo může dokument vidět, upravovat nebo schvalovat.
Audit log
Kompletní historie kdo, kdy a co s dokumentem provedl.
Zálohy a obnova
Automatické zálohy zajistí, že žádný dokument nebude ztracen.
Document system features
What AutoCRM Document System can do
Document versioning
- Automatic creation of new versions
- History of all changes with timestamps
- Side-by-side version comparison
Approval workflow
- Multi-level approval processes
- Automatic notifications to approvers
- Escalation on approval delays
Full-text search
- Search within document content
- Filter by type, date, author
- Document tagging and categorization
Access control
- Document-level access rights
- User roles and groups
- Sharing with external partners
Document templates
- Pre-built contract and invoice templates
- Auto-fill data from CRM
- Corporate branding on all documents
Digital signatures
- Qualified electronic signatures
- Bulk document signing
- Integration with eIDAS and Czech CAs
Why choose AutoCRM Document System?
Benefits you'll feel from day one
Process automation
Approvals, versioning and document distribution happen automatically — without manual intervention.
Time savings
Find documents in seconds instead of minutes. Full-text search saves hours of work weekly.
Team collaboration
Share, comment and work on documents together in real time without version conflicts.
Overview and control
See who worked with a document, when and what they changed. Complete audit trail.
Fast approvals
Automated workflows speed up approval processes from days to minutes.
Security and compliance
Encryption, access rights and archiving in compliance with GDPR and legislation.
Easy integration
Connection with CRM, invoicing, email and other AutoCRM modules without complex setup.
Cloud access
Access your documents from anywhere — office, home or mobile.
Integration with other systems
Documents connected to your entire company
CRM system
Documents linked to contacts and business cases
Invoicing system
Automatic matching of invoices and contracts
Save attachments directly to DMS from company email
Shared folders
Sync with Google Drive, OneDrive and more
Reporting
Overviews of document usage and status in your company
How it works
Document System deployment in 4 steps
Process analysis
We map your existing document processes and identify key opportunities.
System configuration
We set up the DMS to your needs — templates, workflows, rights, folder structure.
Migration and launch
We migrate existing documents and launch the system into production.
Optimization
We continuously evaluate and improve processes for maximum efficiency.
Numbers speak for themselves
Results of companies using AutoCRM Document System
Time saved searching for documents
Fewer lost documents
Faster approval processes
Audit trail and compliance
Related modules
Document System is part of the AutoCRM ecosystem
FAQ
Frequently asked questions about Document System
A Document Management System (DMS) is software for centralized management, storage, versioning and sharing of business documents. AutoCRM DMS ensures every document has its current version, owner, access rights and complete change history.
In AutoCRM DMS you can manage any type of document — contracts, invoices, quotes, technical documentation, internal policies, certificates, meeting records and more. The system supports all common file formats including PDF, Word, Excel and images.
Every document change automatically creates a new version. You can compare any two versions side by side, see who changed the document and when, and restore any previous version at any time. You never lose change history.
Yes. AutoCRM DMS encrypts data, enables granular access control, maintains a complete audit trail and meets GDPR requirements for personal data protection. Document archiving complies with Czech legislation including electronic signatures per eIDAS.
Of course. The Document System is fully integrated with CRM, invoicing, email and other AutoCRM modules. Documents are automatically matched with contacts, orders and invoices — without manual data entry.
Bára Ondroušková
Sales Director
We are happy to help
Harness the power of AutoCRM Document System and start the change
Join companies that already have their documents under control. Schedule a free consultation and find out how DMS will streamline your processes.
Or write to us directly
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