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Transversal ECM

EFALIA DOC: Your transversal EDM that unifies and structures your company's information

Transform your document silos into an intelligent collaborative platform
+ 2900 organizations like to digitize with us
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What is a transversal EDM for a company?

We will talk here about Electronic Document Management solution. Where business EDM will focus on the specific needs of a particular field, transversal EDM aims to meet all document management needs in a company. We therefore find files relating to contracts, invoices, pay slips, quotes, customer files and much more.

Finally streamline your document ecosystem

Centralized document architecture
No more duplicates and lost documents in shared folders
High-performance search
Find any file in seconds thanks to our dual search system
Fine rights management
Precisely control who accesses what, when, and how
AI-ready
Your ECM becomes a knowledge base that can be used by your future AI agents

A documentary backbone that grows with you

Centralize, secure, and exploit the full potential of all your corporate documents.
CENTRALIZE

Why choose a transversal EDM for companies?

→ The era of documentary silos is over

Modern businesses can no longer afford to have their HR documents in one system, their contracts in another, and their quality documentation scattered on shared servers. EFALIA DOC becomes the unique documentary repository for your organization, while maintaining your existing business tools.

→ Transverse EDM vs business EDM:

Unlike solutions divided by department, our transversal approach allows each employee to access the information they need, according to their authorizations.

→ Integration into your IS:

Our API-first architecture adapts to your ecosystem without replacing it. Your business tools keep their role, EDM structures information.

ORGANIZE

Organize and structure your business documents

→ Smart filing and naming plan:

Organize your documents according to a clear and evolving nomenclature. Your files are automatically renamed according to your business rules - change a rule, all the docs concerned are updated instantly.

→ Smart search:

Two complementary search modes - textual for intuitive searches, multi-criteria for specific needs. Find any document in seconds.

→ Secure centralization:

All your engaging documents in the same place in a digital safe, with complete traceability of actions and fine version management. No more duplicates and lost files.

AUTOMATE

Automate the circulation of your documents with EDM software

→ Automated capture and processing:

Capture your documents from any source - scanner, email, email, hot folder, business software or EFALIA Compose. Documents are automatically classified, named, and routed according to your predefined rules.

→ Business workflows:

Create validation circuits adapted to each type of document. From simple validation to complex electronic signatures, each process adapts to your business needs.

→ Versioning and traceability:

Track the cycle of each document, who changed it, when, and why. Maintain the complete history for your audits and regulatory compliance.

PREPARING THE AI

Prepare your ECM for artificial intelligence

→ IA-ready knowledge base:

Our document structure is designed to become your single source of truth for AI tomorrow. Rich metadata and standardized organization transform your documents into a knowledge base that can be used by your future AI agents.

→ Architecture for AI:

Our API-first approach and our data structuring prepare your business for tomorrow's AI technologies. When you choose your artificial intelligence tools, your EDM will be ready to feed them effectively.

→ ECM to knowledge base:

Today, we are structuring your documentary heritage so that it will become your AI competitive advantage tomorrow. A single source of truth, reliable and contextualized data, controlled access rights: the foundations of your future AI strategy.

*triple count for Transversal ECM
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Transverse EDM use cases

IT
Harmonize and secure data
Centralized technical documentation
Operating procedures and guides
IT contracts and licenses
Audit reports and compliance
CFO
Manage performance in real time
Customer and supplier contracts
Invoices and accounting documents
Tax and social documents
Financial reports and budgets...
HR
Manage your files easily
Individual employee files
Employment contracts and amendments
Payroll and social documents
Trainings and evaluations...

FAQS

How does EFALIA DOC integrate with the other modules of the platform?

EFALIA DOC is the documentary core that feeds all our other modules: SAFE for legal archiving, PROCESS for workflows, PORTAL for external sharing, COMPOSE for automatic generation, CAPTURE for digitization. Each module enriches and utilizes the central document database.

Can EDM coexist with our current computer system?

Absolutely. Our API-first approach allows a harmonious integration with your existing ERP, CRM, HRIS. EDM becomes the central document repository without replacing your business tools. We offer over 45 native connectors and a completely open API.

How does an EDM prepare for the arrival of AI in the company?

A structured EDM with rich metadata becomes the ideal knowledge base to feed your future AI agents. Unlike unstructured data, your electronic document management software provides accurate business context, up-to-date information, and controlled access rights for secure and relevant AI deployment.

What is the importance of metadata in modern EDM?

Metadata transforms simple storage into documentary intelligence. They allow dynamic naming, multi-criteria search, automated workflows and above all, they make your documents usable by AI. That's the difference between a library and a knowledge engine.

How is data security guaranteed?

EFALIA DOC offers several levels of security: French SecNumCloud hosting, data encryption, detailed management of rights per user/role/document, complete traceability of actions, native RGPD compliance. You maintain total control of your data with bank-grade security.

IT management
IT management