Die DocuWare-Integration bzw. DocuWare-Schnittstelle DocuWareConnectPro von der gid GmbH ermöglicht ein intelligentes Dokumentenmanagement direkt im CRM – schnell, effizient und benutzerfreundlich.

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Mehr zu DocuWare selbst erfahren Sie bei DocuWare.


Routenplaner

DocuWare integration with CRM CAS genesisWorld and SmartWe

The DocuWareConnectPro interface integrates into the SmartDesign interface of CAS genesisWorld and SmartWe, enabling access to and editing of audit-proof and versioned documents from DocuWare.

What makes this special is that, depending on their access rights, CRM users can also access information transparently at any time without having DocuWare access.

This increases efficiency and transparency and helps to “increase productivity.”

Customers who already use DocuWare save several hours of working time per day. The expansion and use of the DocuWare interface in CRM CAs genesisWorld and SmartWe frees up even more valuable time to build genuine relationships with a human touch. At the same time, you reduce errors caused by copying back and forth and increase security because defined workflows reduce the risk of ghost invoices, for example.

Take a first glimpse at our DocuWare integration

Documents at your fingertips, exactly when you need them

The integration of the DocuWare DMS into the CAS genesisWorld CRM system allows you to access documents in DocuWare even without a DocuWare license.

Your auditor will be thrilled

When an audit is coming up, beads of sweat start forming on your forehead. But with DocuWare integration, that’s a thing of the past. Because you can access the right documents at any time. Your assistant can easily find and display any document that is currently needed at the touch of a button, directly in the CRM.

Notes on invoices – readable by everyone, even highlighters

What’s stopping you from finally switching to a paperless office? Perhaps the belief that you can no longer write notes on paper? Wrong! You can add notes directly to the document in the CRM, and you can even highlight text as you would with a highlighter.

DocuWare Integration CRM CAS genesisWorld SmartWe gid Norderstedt DMS

Frequently asked questions

Which documents can be exchanged via the DocuWare interface?

The interface can be used to transfer documents to and from DocuWare. DocuWare can be used as both the source and target system.

The following are among the possible connected source or target systems:

  • CAS genesisWorld
  • Windows file server
  • Microsoft SharePoint
  • FTP, SFTP, or FTPS

In addition to the documents themselves, metadata (index fields) can also be transferred bidirectionally—i.e., from and to DocuWare.
Typical examples include:

  • Invoice number
  • Amounts
  • Project participants
  • Status information

Yes, the interface is multi-client capable and can process multiple clients cleanly and separately from one another.

A truly unique selling point:
The interface acts on behalf of the actual user, not as a technical interface user.

Example:

  • If you create a document in genesisWorld and also have a DocuWare account, your name appears in the DocuWare change history – not the interface user.
  • This is a major advantage, particularly from an auditing and audit-proofing perspective.

 

Yes. The interface allows selective processing:

  • Transfer of only certain document types
  • Transfer of only changes instead of complete inventories

This ensures that data ends up only where it is really needed.
Examples:

  • Customer-relevant documents from DocuWare to SharePoint
  • Quotes from CRM to DocuWare

No. To reduce storage costs, you can alternatively transfer only a link to DocuWare.
The document can then be opened directly in the CRM—without duplicate storage.

A very new and powerful feature:
All you need to do is set an out-of-office message in Outlook 365.
This is automatically transferred to DocuWare, so that:

  • Tasks go directly to the substitute
  • no escalations occur until several days later
  • no double maintenance of absences is necessary

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