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Efalia Doc, an open and ready-to-use DMS solution to meet all your business requirements

Efalia Doc enables you to use all the documents, simplifies your daily work and strengthens your information processing procedures.

With Efalia Doc you no longer waste time trying to consolidate a file whose documents are scattered about, with multiple versions or paper archives. You have a single repository to centralise all the organisation’s documents: pay slips, customer files, quality procedures, letters, etc., using comprehensive and intuitive features.

A cross-functional DMS will enable each department and each user to access a single document repository organised per business line, as opposed to isolated document silos in business applications. Efalia Doc is a cross-functional DMS that enables users to access the constituent parts of a file in a single place, without necessarily having to enter the business applications that control them.

The Efalia Doc platform is available in Saas or on Premise mode.

Find out what's available

Our Efalia Doc solution relies on a robust and open technological base to blend into your information system, meet the needs of business department while respecting market standards. The Efalia Doc solution is of course compatible with all the bricks in the Efalia Suite.

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Acquisition and digitisation of the document

Whether the documents are natively digital or digitised using a professional scanner, documents of all types (email, invoice, contract, etc.) are integrated into the DMS. They are then stored temporarily in “trays” in order to circulate the documents automatically to different stakeholders according to the established rules.

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Document filing

Each document integrated in Efalia Doc is indexed, that is to say metadata or keywords are associated with it in order to facilitate searches, filing, etc. The digital filing cabinet system reproduces the principle of paper filing cabinets. Each cabinet is configured with its own filing plan (in-house, external, depending on the nature of the documents, etc.).

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Notification portfolio

This is used to automatically notify users of key events concerning them. These events relate to the creation, editing or deletion of documents. Notifications enable users to be informed immediately that documents they were waiting for have arrived and they can process the documents they were waiting for. This also covers completeness of files. Processing times are significantly improved and errors reduced.

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Searching for documents

Searching is one of the key features of Efalia Doc, including full-text, multi-criteria searches that enables you to perform a quick and simple search over the entire content of each document. Each document must undergo an OCR process (Optical Character Recognition). Therefore, the entire content of the documents can be searched.

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Traceability and versioning

Efalia Doc manages different versions of documents, enabling several different people to work on the same document while conserving the different iterations as it is developed. Traceability is legal proof of the value of a document and its authenticity, in particular as part of the reliable audit trail.

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Authorisation management and security

The Efalia Doc platform offers fine-tuned management of authorisations in order to respect the confidentiality of information and documents. The tool meets GDPR requirements and ensures the protection of personal data.

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Storage and document maintenance

This essential function must ensure that a large volume of documents is kept and that they remain reliable over time, while allowing rapid access in accordance with the security rules dictated in the system.

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Archiving and destruction

Each document that has reached the end of its life cycle (regulatory deadline, obsolescence, etc.) can be deleted from the EDM or placed in an archiving system with evidential value (SAE) for conservation purposes, such as the Efalia Safe electronic safe, which complies with the NF203CCFN standard.

Efalia Doc becomes your single document repository in which all of your organisation’s documents are stored.

Why choose Efalia Doc?

Efalia Doc gives you control over all your organisation’s documents in order to offer a central tool for all your employees to back-up, search, file, etc. the documents and make them accessible at any time.

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Efficiency and performance

With Efalia Doc, you reduce processing and search times by searching for information with metadata and multi-criteria systems. You can improve the performance of your organisation because all data is stored in the software. Information is accessible everywhere and at all times by all employees, independently. Efalia Doc is available in different languages.

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Governance

All your documents are stored in Efalia Doc, enabling you to centralise your corporate or administration data in a single place in order to manage and supervise all document flows. The integration of documents into the DMS is automated, as is the filing in dedicated filing cabinets with a previously defined filing plan.

Secure

It is essential that your organisation’s data and documents are secure and confidential, which is why Efalia Doc provides advanced authorisation management to comply with the principles of the GDPR and therefore control access to data.

Views and edits are logged and time-stamped to ensure data traceability.

Back-ups are made and protect data from accidents, cyberattacks, etc. whether the solution is hosted in Saas or on-Premise mode.

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Open

Efalia Doc integrates seamlessly into your IS, whether with scanning software, business software, or even digital archiving tools or a digital safe such as Efalia Safe.

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100% configurable

Efalia Doc is fully configurable so that you can have a DMS that suits you: Filing plan, index, authorisations, inter-folder link, life cycle, etc.

Efalia support

Efalia is also a team of document management experts, working alongside you to support you in creating your requirements, filing plans, and configuration of authorisations, as well as training and the perfect integration of our DMS software into your practices.

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Training

Efalia offers a range of training courses on document management, administration and the use of our DMS solution, as well as on the integration of Efalia Doc with your business applications. Our training takes place intra or inter-company, face-to-face or remotely.

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Support

For your projects, we provide you with teams of consultants, specialists in digital documents in many sectors and businesses. We support you during the project management phases, with the digitisation of your documents, the installation of our solutions and the development of connectors.

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Third-party application maintenance

Efalia offers you additional operational functional support, aimed at optimising the use of our digital solution, beyond first-level support. This is the Alliance programme. In addition to solving any problems encountered, it includes monitoring the use of the product and improvement scenarios in how it is operated, in order to optimise their use.

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Hosting

A trusted, secure cloud for critical services and strategic data. Efalia’s offer includes outsourced hosting and comprehensive operation by Efalia.

Local experts

For over 40 years, Efalia has supported public and private organisations of all sizes and sectors in their search for digitisation solutions for documents and business processes.

We are renowned for our expertise, both in terms of the characteristics of our solutions and our ability to support our customers, to meet their needs as closely as possible. For us, this is a prerequisite for achieving their performance and efficiency targets.

2500

customers

150000

users worldwide

140

experts at your service

40

years of experience

Request a demo

Because a demo is worth a thousand words, contact our experts for a personalised demonstration of our solution.

They trust us

BNP PARIBAS

Total

Société Générale

Discover Efalia Suite

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Electronic Content Management

Facilitate information sharing and accelerate the digitization of document processes.

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Document Management System

Have a document management platform accessible everywhere and at all times for all your company's employees.

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Business Process Management

Automate your business processes simply and easily with a Business Process Management platform.

User relationship management portal

Modernize your customer relationship with a URM/CRM platform.

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Information Capture

The solution to scan your documents for everyone, from any device and wherever you are.

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Output Management Software

Reinvent your documents and create quality, value-added documents for better customer communication.

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Digital safe

Your certified digital safe to store and secure your documents in full compliance.

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Document sharing and tracking

Simplify and accelerate your sales processes. Gain security and stop sending documents as attachments.

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Electronic signature

Simply sign and have your documents signed online, in complete security thanks to the electronic signature.

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Exchange portal

Digitalize the relationship with your customers, suppliers and partners.

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