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 CRM CAS Maecenas

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 provide transparent information 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 data back and forth and enhance security, as defined workflows, for example, run smoothly and transparently.

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.

Your auditor will be delighted

When an audit is due, beads of sweat start to form on your brow. But with the 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, even 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 target systems include:

  • CAS genesisWorld
  • Windows file servers
  • 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 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 will appear in DocuWare’s change history – not the interface user’s.
  • This is a major advantage, particularly from an audit and compliance perspective.

Yes. The interface allows for 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.

Examples:

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

No. To reduce storage costs, a link to DocuWare can alternatively be transferred instead.
The document can then be opened directly in the CRM – without duplicate storage.

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

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

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