Classification of documents
Use C2M to specify the data, steps and people concerned by this function in your organization.
AlKhadim Module · C2M Maroc
Electronic document management (EDM)
Classify and search your digital documents by defining the information useful for their consultation.
The business need
Why organize this process?
Files scattered across folders, mailboxes and desktops make it difficult to find and share the right versions.
A scenario to examine
An organization can start from a common type of file, define its structure and the words useful for searching. It then checks who can add, consult or modify the documents and how to find the right document.
For whom?
Teams who want to organize work documents and parts related to their operations.
The scope depends on your current tools, the users concerned and the desired exchanges with other AlKhadim modules.
Functions to study
Information to follow better.
These functions form a basis for discussion. A demonstration allows you to check which ones correspond to your activity.
Indexing and searching
Use C2M to specify the data, steps and people concerned by this function in your organization.
Access according to responsibilities
Use C2M to specify the data, steps and people concerned by this function in your organization.
Set up
A module defined around your uses.
The project begins with the operations you want to track and the information already available. C2M then studies the configuration, access and possible links with other tools in your organization.
Discover the AlKhadim ERP01Describe the operations and users involved.
02Verify data, documents and tracking rules.
03Present the adapted functions and prepare their deployment.
Frequently asked questions
Prepare your demonstration.
A targeted presentation makes it possible to confirm the real scope of the Electronic Document Management (EDM) module.
Who is the Electronic Document Management (EDM) module for?
Teams who want to organize work documents and parts related to their operations. Roles and access are defined according to the organization of the project.
Which functions can be examined first?
Areas to be reviewed are: Filing of documents; Indexing and searching; Access according to responsibilities. Their order depends on your priority operations.
Can we connect this module to other AlKhadim functions?
Exchanges with other modules are studied according to your data, your current tools and the operations you wish to share.
Also worth exploring
Other modules related to your needs.
Billing software
Organize the creation, monitoring and consultation of invoices in management software adapted to your sales.
Discover the moduleCorrespondence registry
Record incoming and outgoing emails and find exchanges related to your files.
Discover the moduleInventory management
Prepare inventories and reconcile the items observed with the information in your management system.
Discover the moduleLet's study the Electronic Document Management (EDM) module for your organization.
Describe your current processes, information to track, and desired results. C2M will be able to prepare a suitable exchange.
Talk to C2M