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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Routenplaner

DocuWare integration with CRM CAS genesisWorld and SmartWe

DocuWare Integration with CAS genesisWorld and SmartWe
The DocuWareConnectPro interface integrates with the SmartDesign user interface of CAS genesisWorld and SmartWe, enabling users to access and edit audit-proof, version-controlled documents from DocuWare within these systems.

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

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

Customers who already use DocuWare save several hours of working time per day as a matter of course. By extending and utilising the DocuWare interface within the CAS genesisWorld and SmartWe CRM systems, further valuable time is freed up to build genuine, human-centred relationships. At the same time, you reduce errors caused by copying files back and forth and enhance security, as defined workflows minimise risks such as those posed by ghost invoices.

Take a first look 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 licence.

The auditor will be delighted

When an audit is due, beads of sweat start to form on your forehead. 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 CRM.

Notes on invoices – readable by everyone, including highlighted text

What’s stopping you from finally making the switch to a paperless office? Is it the belief that you’ll no longer be able to write notes on paper? Wrong! You can add notes directly to the document within the CRM – you can even highlight text just 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?

Documents can be transferred to and from DocuWare via the interface. DocuWare can be used as both a source and a destination system.

Possible connected source or destination systems include:

  • CAS genesisWorld
  • Windows file server
  • Microsoft SharePoint
  • FTP, SFTP, or FTPS
  • CAS Maecenas
  • CAS netWorks
  • SmartWe
  • Evalanche
  • OneDrive
  • Brevo
  • Avendoo
  • ABAS
  • HRworks
  • PowerBi

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 in a way that keeps them clearly separate from one another.

A genuine 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 specific document types only
  • Transfer of changes only, rather than entire sets of documents

This ensures data ends up only where it is actually needed.

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

No. To reduce storage costs, you can alternatively simply transfer a link to DocuWare.
The document can then be opened directly in the CRM – without duplicating the file.

A brand-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 are routed directly to the cover person
  • escalations do not arise until several days later
  • there is no need to maintain absence details in two places

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make your business fit for the future.

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