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 ❤️
Discover our complementary solutions
FAQS
Our solution ensures the complete protection of medico-social data thanks to fine management of authorizations, complete traceability of actions, fast and effective dematerialization and a digital safe for evidentiary documents. Efalia Doc's Electronic Document Management fully respects the RGPD with automatic purge mechanisms for the right to be forgotten, while integrating into your LDAP authentication system. Each sensitive data is encrypted and access is strictly controlled according to user profiles.
The Social Action GED is optimized for field work with a responsive interface accessible on tablets and laptops. It offers an offline mode allowing you to consult files and scan documents at the beneficiary's home, before synchronization when you return to the office. Its intuitive ergonomics replicate the experience of the paper file for a smooth digital transition, even in mobile situations.
Our solution integrates natively with the main software in the medical-social sector such as IODAS, SOLIS, Genesis, Parcours, ATOL and HORUS. It allows for a simple process and smooth navigation between your business applications and stored documents, while synchronizing metadata to ensure the consistency of information. Our API-first architecture ensures the scalability of the system and its continuous adaptation to your IT ecosystem.
Our Social Action GED natively integrates all the security and compliance systems required in your sector. It ensures detailed management of authorizations with rights that can be configured according to each user profile, complete traceability of all actions in the audit logs, and a digital safe for your documents with probative value. The solution automatically manages the preservation and purging of data in accordance with the GDPR and the right to be forgotten, integrates with your existing LDAP authentication, and fully complies with digital accessibility standards. This comprehensive approach ensures total compliance with no additional effort on your part.
Absolutely. Our Content Service Platform is designed to easily extend to other businesses in your organization. From your Social Action GED, you can gradually deploy a transverse EDM covering HR services (agent files, recruitment processes), financial (grant management, budgetary control) or administrative (mail, deliberations) or administrative services (mail, deliberations). This evolving approach allows you to progressively harmonize your document management while maintaining the business specificities of each service. Users keep their interface familiar while benefiting from transversal research and secure information sharing between services.