DMS, experiences?

Business IT/MSP Talk
1

I Wonder if any of you have made some expericence with a Document Management System. For me in my Company currently things are not “Digital enough” we still receive a load of snail mail and try to get most invoices from companys as PDF.

I set a 2021 goal to make / find some kind of system where all incoming letters/invoices/delivery notes/… are scanned to PDF (if they are not already PDF) and archived in some kind of DMS. I looked at some Systems last year but most of them are overkill, we already use a ERP System with some CRM functions totally fine for us. But unfortunately most DMS try to be everything in one. I want it simple; PDF in, add some tags maybe add a customer / wholesale number + OCR Search and done.

Best would be OSS but I’m totally fine paying for something as long as I can selfhost ist somehow.

I really would appreciate some thoughts on that how you guys are Handling this.

Thanks!

2

Not really something that we have done much with as most of our clients have it intergrated as part of their ERP system.

3

I have been using ecoDMS (https://www.ecodms.de/index.php/en/ecodms-archive) for a couple of months now. From what I understand it should match your requirements. I host the server part on a Linux VM here with a Windows client (Linux and Mac exist). They have pretty good documentation and I found the installation quite easy.

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