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

DocuWare Integration with CAS Maecenas CRM

The DocuWareConnectPro interface integrates with the SmartDesign user interface of CAS Maecenas, enabling users to access and edit audit-proof, version-controlled documents and workflows from DocuWare within the system.

What makes this special is that, depending on their access rights, CRM users can also access information transparently at any time without needing a DocuWare licence. Efficiency is particularly important in the non-profit sector to ensure valuable resources are used effectively.

This increases efficiency and transparency and helps to ‘boost productivity’.

Customers who already use DocuWare are, by their very nature, saving several hours of working time each day. By extending and utilising the DocuWare interface within the Maecenas CRM, further valuable time is freed up to build genuine, human relationships. At the same time, you reduce errors caused by copying files back and forth and enhance security, as defined workflows, for example, run smoothly and transparently.

Take a first look at our DocuWare Integrationen

Documents at your fingertips, exactly when and where you need them

Our DocuWare integrations with a wide variety of applications not only enable direct access to documents in DocuWare from other systems, but also map complex workflows across different systems and are multi-client capable. With decades of experience, we know what matters, which is why our DocuWare integration is highly scalable for growing data environments.

Your auditor will be delighted

When an audit is due, beads of sweat start to form on your brow. But with DocuWare integration, that’s a thing of the past. Because you can access the correct documents at any time. This means your assistant can easily find and display any document that’s currently needed at the touch of a button, directly within the relevant application.

Notes on invoices – readable by everyone, even highlighter marks

What’s stopping you from finally making the switch to a paperless office? Perhaps the belief that you’ll no longer be able to write notes on paper? Wrong! You can, for example, add notes directly to the document within the CRM; you can even highlight text just as you would with a highlighter.

Costs

Another advantage of a DocuWare interface of this kind is that it saves you licence costs. Heavy users retain their full licence, whilst users of connected systems such as CRM, SharePoint and Power BI incur little or no licence costs at all. Please get in touch so that we can analyse your situation.

Scalability

We’re thinking ahead with you – in a positive sense. Our DocuWare integrations are highly scalable. This means you can start small and grow big. Because one thing is clear: technological development isn’t slowing down, and so the demands on your data landscapes are also growing. We’ll prepare you precisely for this, so that you can continue to operate effectively in the future.

DocuWare Integration CRM CAS genesisWorld SmartWe gid Norderstedt DMS

Frequently asked questions

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.

A truly unique feature:

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—not the interface user—will appear in the DocuWare change history.
  • This is a significant advantage, especially from an auditing and compliance perspective.

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

Get started with ease

Seize the opportunity &
set up your business for the future.

Die Gelegenheit ergreifen &
Ihr Geschäft zukunftsfähig aufstellen.

Experience the simplicity of automation, the power of our technologies, and the impact of seamless integrations. Your journey starts now!