The Best EDM Software for Social Action
Transform your document management to better serve all your users
Unify all documents related to the user in the Efalia EDM
Quickly access the right file and the right information
→ Efficient transversal research
Dual search system allowing you to quickly find a document by business criteria or to filter on a template through all related files (medical certificates, certificates, etc.).
→ Related files and history
Intuitive navigation between associated files (siblings, family history) with immediate access to the global context for informed decision-making.
→ Favorites and Shortcuts
Mark your priority files and access the most consulted information in one click to optimize your daily productivity.
Protecting Sensitive Data and Complying with Regulations
→ Fine Rights Management
Precise access control according to user profiles with customizable authorizations by service, function or individual file to respect the confidentiality of sensitive data.
→ Full traceability
Logging of all actions (consultation, modification, sharing) with timestamp to meet audit requirements and ensure the legal security of your procedures.
→ Versioning and collaboration
Automatic tracking of document versions with the possibility of going back, integrated comments and collaborative validation while maintaining the integrity of the original data.
Find and file your files easily
→ Harmonized classification plan
Clear and structured nomenclature adapted to the specificities of the medico-social field, with intuitive categories (administrative, medical) and a logical hierarchy for all your documents.
→ Dynamic naming
Folders are automatically renamed based on important metadata (beneficiary name, year in bold) for clear context and immediate identification by agents.
→ Smart Capture
Automated scanning with recognition of document types thanks to ABBYY barcodes and templates, allowing automatic classification into the right document templates.
Ergonomics adapted to social professions
An interface designed to replicate the paper file experience, with dematerialization and dynamic naming of files based on important metadata (name, year), and organization into intuitive categories (administrative, medical).
The viewer integrated into the Electronic Document Management tool allows you to consult all types of documents without leaving the application. An accessible solution in a mobile situation with the possibility of digitizing documents in the field and delayed synchronization for areas without connection. Perfectly optimized for use on multiple screens simultaneously.
What Matters to You ❤️
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