DocuWare Integration with Evalanche

The DocuWare integration with Evalanche (DocuWareConnectPro) combines modern document management with powerful marketing automation. This enables companies to create a seamless, data-driven process linking documents, metadata and campaign management – fully audit-proof, scalable and GDPR-compliant.

Scalable, audit-proof document processes with marketing-driven automation

The DocuWare integration with Evalanche combines modern document management with powerful marketing automation. This enables companies to create a seamless, data-driven process linking documents, metadata and campaign management – fully audit-proof, scalable and GDPR-compliant.

The DocuWare interface with Evalanche enables teams to work together using marketing automation and supports both the cloud-based and on-premises versions of DocuWare. German and English are currently available; other languages are available on request.

Brief description of the DocuWare integration

The DocuWare Evalanche integration enables metadata-driven marketing automation based on real business documents. Document events such as approvals, status changes or processing steps can automatically trigger campaigns in Evalanche.

At the same time, campaign content, emails and interactions can be archived in DocuWare in an audit-proof manner – including all relevant metadata.

This creates a fully integrated data and process cycle between document management and marketing automation.

Benefits of DocuWare Evalanche Integration

Data-driven marketing with maximum relevance

Use document metadata such as status, type or processing times directly for segmentation, lead scoring and personalised campaigns in Evalanche. This means that ‘taking marketing automation to the next level’ is not just a tired AI cliché, but a reality.

Faster processes through event-driven automation

Document events in DocuWare automatically trigger marketing workflows in real time – without any manual intermediate steps.

Maximum compliance & audit-proof archiving

All campaigns, emails and marketing activities are automatically stored in DocuWare – audit-proof and fully traceable.

Error reduction through structured data

Automatic data capture from documents reduces manual input and minimises sources of error in marketing processes.

Transparency throughout the entire process

A comprehensive, audit-proof overview of documents and marketing interactions ensures maximum control and traceability.


docuware

Key Features of the DocuWare Integration for Evalanche

  • Cross-platform usage (cloud, on-premises, hybrid)
  • Multi-tenant architecture for companies, brands or customer structures
  • Use of the DocuWare Editor for metadata enrichment
  • Automated transfer of structured data to Evalanche

  • Unterstützung von Versionierung und audit-sicherer Dokumentenführung

  • Support for version control and audit-proof document management
  • Scalable from simple campaigns to complex automation workflows

Why choose our integration?

For decades, we have been synonymous with reliable business software integrations for German SMEs. Our solutions connect complex system landscapes to create high-performance, stable and future-proof digital processes. We have been supporting many of our customers since our foundation. That’s what we call reliability.

Our DocuWare integrations are based on the gid microservices architecture, which has been awarded the ‘Software Made in Germany’ seal of quality.

This means:

  • Development and operation in Germany

  • Focus on data sovereignty and GDPR compliance

  • High scalability and maintainability

  • Long-term, stable integration architectures

We don’t just connect systems – we create measurable added value through more efficient processes, better data quality and secure automation.

How the DocuWare- Evalanche  Integration works

The integration connects DocuWare and Evalanche bidirectionally:

From DocuWare to Evalanche:

Document metadata drives campaigns, target groups and automations

From Evalanche to DocuWare:

Campaign results, emails and interactions are archived in an audit-proof manner

This creates a continuous closed loop between document processes and marketing automation.

System requirements

  • Active Evalanche system user

  • DocuWare integration licence required

  • Supported current versions of DocuWare and Evalanche recommended

  • SSO-enabled authentication environment

  • Defined role and permissions structures

  • Active system connection between both platforms

Conclusion DocuWare integration with Evalanche

The DocuWare–Evalanche integration creates a seamless link between document management and marketing automation.

Businesses benefit from greater transparency, increased speed, improved data quality and fully audit-proof processes – whilst ensuring maximum scalability and compliance.

This allows you to start small and think big.

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.

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

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set up your business for the future.

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