DocuWare Integration with Onedrive

Overview

Seamlessly integrate your DocuWare workflows into your document-centred processes within Microsoft OneDrive (cloud-based). Our DocuWare–OneDrive integration enables audit-compliant document management, whilst allowing users to continue working in their familiar OneDrive environment.
It combines structured document control with flexible file management – ensuring that your team’s workflow remains as intuitive as ever. At the same time, the OneDrive connection to DocuWare ensures transparency, compliance and real-time access to business-critical information – without users having to switch systems.

At the same time, teams benefit from audit-proof document processing, automatic deduplication and enriched metadata (insights), which significantly improve the discoverability and usability of documents.

Documents stored or edited in Microsoft OneDrive are securely archived in DocuWare, thereby ensuring data sovereignty and full traceability of all interactions. This finally brings clarity and structure, particularly in complex folder structures where it is easy to lose track of things – without having to leave the familiar working environment.

Key features of the DocuWare Integration for Onedrive

Can be used across platforms, devices and clients

Take advantage of the DocuWare–Microsoft OneDrive integration across browser, desktop and mobile environments to enable consistent document access and seamless collaboration across teams, locations and organisational units. This ensures consistent data availability without any disruption, particularly in companies with multiple branches.

Edit documents and manage versioning

Work on documents directly in OneDrive whilst benefiting from DocuWare’s audit-proof versioning, metadata enrichment and audit trails. Every change is documented in a traceable manner without altering the familiar user experience. This means that working with file extensions such as ‘final_final_really_final.doc’ is finally a thing of the past.

High scalability and data sovereignty

From small teams to company-wide rollouts in global organisations, the DocuWare–OneDrive integration scales flexibly. At the same time, strict requirements for data sovereignty and compliance are met at all times. This is underpinned by our gid microservices, which carry the ‘Software Made in Germany’ seal of quality.

Benefits of our DocuWare interface for Onedrive (Microsoft)

Greater transparency & team access

Alle Teammitglieder arbeiten mit einer einheitlichen Dokumentenversion und haben vollständige Einsicht in die Dokumentenhistorie. Dabei bleiben bestehende Rechte- und Rollenkonzepte selbstverständlich erhalten. Intelligente Deduplizierung reduziert redundante Dateien in OneDrive und steigert so die Effizienz der Zusammenarbeit deutlich.

Faster Workflows & Higher Process Throughput

Documents are immediately available and structured using meaningful metadata (insights). Teams can process, review and share information more quickly – directly within OneDrive and the connected Microsoft 365 applications. This speeds up workflows, enables decisions to be made more efficiently and allows tasks to be completed faster – which has an immediate positive impact on customer satisfaction.

Improved compliance & secure archiving

All documents are archived in DocuWare in an audit-proof manner, supplemented by clearly defined permissions and full traceability of all processes. This ensures that regulatory requirements are reliably met, whilst OneDrive continues to be used as a familiar working interface – audit-ready without any additional effort.

Faster, standardised processes & fewer errors

Duplicate files and sources of manual error are reduced, whilst document processes are standardised and automated. The structured document lifecycle ensures consistent workflows across teams – without any media breaks and with significantly greater process reliability.

Finally, keep track of everything – in an audit-proof manner

Maintain control over your documents at all times through audit-proof archiving and clear structuring via DocuWare. Multiple versions and disorganised file storage in OneDrive are reduced – instead, a central ‘single source of truth’ is created, bringing order to established file structures.

DocuWare Integration for Onedrive – general

The DocuWare–OneDrive integration enhances your existing file and collaboration environment with powerful document management features. Users can save, access and edit documents directly in OneDrive, whilst DocuWare handles audit-proof archiving, structured metadata enrichment and compliance in the background.

Documents and files are automatically indexed, duplicates are avoided, and they are enriched with valuable metadata (insights). This makes them easier to find, clearly identify and efficiently reuse. Teams can thus work on a clean, consistent data foundation without redundant file storage or uncontrolled version proliferation.

The integration supports bidirectional synchronisation: documents created or edited in OneDrive are securely archived in DocuWare, whilst archived documents remain available in OneDrive. This means the familiar Microsoft 365 user interface is fully retained, whilst being enhanced with enterprise-grade document management.

Combining the flexibility of OneDrive with DocuWare’s compliance, archiving and control functions creates a balanced interplay of productivity and control – whilst maintaining full data sovereignty.

The DocuWare–OneDrive integration is available for cloud and hybrid Microsoft 365 environments and integrates seamlessly into existing IT landscapes.

System requirements

Depending on the deployment model, the following requirements apply:

  • OneDrive users require an active user account in the system

  • A dedicated DocuWare integration licence is required for the full range of functions and enables cost-effective operation

  • The use of the latest, supported versions of OneDrive and DocuWare is recommended for optimum compatibility

General requirements

  • Secure authentication for system access is required, including support for SSO environments

  • Correct configuration of user roles and permissions is essential to ensure controlled document access in both systems

  • An active connection between DocuWare and OneDrive services is required for cross-system synchronisation

  • Support with implementing these requirements can be provided if required

System Requirements

The DocuWare integration for OneDrive is designed for modern collaboration environments and supports both browser-based and desktop-based access scenarios.

The integration is fully compatible with cloud, on-premises and hybrid deployments and enables flexible implementation strategies tailored to your organisational requirements. Incidentally, the integration can be used on Windows, Linux or macOS.

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

Entdecken Sie auch unsere CRM-Erweiterungen und individuellen Lösungen. Bei Fragen hilft unsere Kontaktseite weiter.

Mehr zu DocuWare selbst erfahren Sie bei DocuWare.


Routenplaner

Frequently asked questions

Which documents can be exchanged via the DocuWare interface?

Documents can be transferred to and from DocuWare via the interface. DocuWare can be used as both a source and a 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 – that is, to and from DocuWare.

Typical examples are:

  • Invoice number
  • Amounts
  • Project participants
  • Status information

Yes, the interface is multi-tenant capable and can process multiple clients cleanly and separately.

Yes. The interface allows for selective work:

Transfer of only specific document types
Transfer of only changes instead of entire datasets

This ensures that data is only transferred where it is actually needed.

Examples:

  • Customer-related documents from DocuWare to SharePoint
  • Quotes from the CRM to DocuWare

Yes. The interface allows for selective work:

Transfer of only specific document types
Transfer of only changes instead of entire datasets

This ensures that data is only transferred where it is actually needed.

Examples:

  • Customer-related documents from DocuWare to SharePoint
  • Quotes from the CRM to DocuWare

No. To reduce storage costs, a link to DocuWare can be transferred instead.

The document can then be opened directly in the CRM—without duplicate storage.

A very new and powerful feature:

Simply set an out-of-office message in Outlook 365.

This message is automatically transferred to DocuWare, so that:

  • Tasks go directly to your designated substitute
  • escalations don’t occur after several days
  • no duplicate absence management is required

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