Shareflex by Portal Systems

DMS / ECM and Business Applications based on SharePoint Online and Microsoft 365

Document Management (DMS)

Contract Management

Document Control / QM

Incoming Invoice Processing

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Shareflex – Solutions for document-centric business processes with Microsoft 365

The Shareflex product suite provides solutions for document-centric business processes. Unlike solutions focused solely on files, these digital business applications offer greater functionality. Examples include document management systems (DMS), contract management, processing incoming invoices and quality management with controlled documents. These solutions all feature pre-built user interfaces, logic and processes, and can be adapted at any time to meet the specific requirements of different departments.

The requirements for these business applications are usually complex, often encompassing all ECM system disciplines. These include file management, processes and workflows, authorisation management, ERP integration and services, and audit-proof archiving, for example.

Document Management

The Shareflex Documents logo on a blue honeycomb structure with various icons for document management functions.
Document Management with Microsoft 365 and SharePoint

Contract Management

The Shareflex Contract logo on a blue honeycomb structure with various icons for contract management functions.
Contract Management with Microsoft 365 and SharePoint

Document Control

The Shareflex Quality Documents logo on a blue honeycomb background with various icons representing features of the document control software.
Document Control based on Microsoft 365 and SharePoint

Invoice Processing

The Shareflex Invoice logo on a blue honeycomb structure with various icons for incoming invoice processing functions.
Incoming Invoice Processing with Microsoft 365 and SharePoint

Shareflex® Documents for Dynamics 365 BC

Comprehensive document management directly within Microsoft Dynamics 365 Business Central

No need for a third-party system: Shareflex is a native Microsoft 365 solution. Find out more about the key benefits of Shareflex and how it enhances your existing Microsoft infrastructure with professional DMS features:

  • ✯ Pre-configured filing plan for getting started straight away
  • ✯ Mapping of all standard BC business processes
  • ✯ GoBD-compliant, audit-proof archiving
  • ✯ Dexpro BC integration: Direct access to orders and deliveries in a central BC interface, and much more
Book a free live demo
Download Product Guide
Dexpro integration with Shareflex Documents for Dynamics 365 BC, the native document management system for Business Central.

Portal Systems AG – Enterprise Content Management and SharePoint expertise under one roof

Portal Systems AG is an independent provider of Enterprise Content Management (ECM) and software solutions based on Microsoft 365 and SharePoint. We have more than 20 years of experience in the ECM environment and offer our 300+ customers high-quality and standardised solutions for document management (DMS), contract management, document control in quality management and invoice processing under the ‘Shareflex’ brand.

Portal Systems AG’s customer base ranges from start-ups and medium-sized companies to international corporations in a variety of sectors, including industry, services, finance and healthcare. Shareflex customers rely on the Microsoft cloud platform for their strategic needs and seamlessly complement it with Shareflex for powerful document management.

These and many other companies are already successfully managing their documents with Shareflex®

 

Logo of Shareflex customer bpd bouwfonds immobilienentwicklung.

The logo of EnBW.

Logo of K.D. Feddersen Holding GmbH.

The logo of Getzner Textil AG.

The logo of Shareflex Contract customer Heidelberg Pharma AG.

The logo of Shareflex customer io-consultants.

The logo of NEUMAN & ESSER.

The logo of New Flag.

The logo of Shareflex customer ams OSRAM.

Logo of Schleich GmbH.

The logo of Shareflex cutomer Schmid Hausverwaltungen.

The logo of Shareflex customer Spiegel-Gruppe.

The logo of TÜV SÜD on a wall.

Portrait of Claudia Hawle.

‘Transparency, efficiency, working on one platform and the fact that you have all your data in one tenant – these are the four USPs of Shareflex.’

Portrait of Richard Pircher, Head of Corporate Development at Getzner Textil AG.
‘It is now clear that documents are only stored in one place in SharePoint, and this is managed by the Portal Systems tool. It is absolutely clear what is up-to-date, we can distribute links and end up in exactly the right document, and that has already helped us a lot.’

Portrait of Susanne Hayek.

‘My contact at Portal Systems receives the requirements I collect internally from me at second hand. As he listens, he keeps the technical feasibility in mind, summarises everything and then tells me how he would implement the requirements and how many working hours it would take.’

Portrait of Rashu Singla, IT Project Manager at Schleich GmbH.

‘We don’t have to rely on a third party, just on Portal Systems’ expertise. If problems arise, we can contact Portal Systems directly to resolve them. That’s a big advantage because you get feedback from the manufacturer very quickly. It was the whole package and the software itself that convinced us.’

The Shareflex® ECM Online product suite – Modern DMS / ECM in the cloud

Shareflex ECM Online is the intelligent solution for document-centric business processes with Microsoft 365. Whether file and document management, contract management, document control or complaint processing in quality management or incoming invoice processing – Shareflex offers you standardised and ready-made solutions for your individual challenges.

Graphic showing file folders, a laptop and figures searching for and managing documents.

Whitepaper: Document-centric business processes with Microsoft 365

Microsoft 365 as a platform for Enterprise Content Management

This white paper explains in detail what enterprise content management (ECM) involves. It also provides answers to the following questions: What are the advantages of ECM? When and why is ECM necessary? Is Microsoft 365 the right platform for ECM? Download now for free!

Download White Paper ’ECM with Microsoft 365’

You may also be interested in this:

Illustration of digital infrastructure in the EU: symbol for Microsoft's Digital Resilience Commitment in Europe.2025 adobe.stock

Microsoft’s Digital Resilience Commitment and your ECM strategy

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Audit-proof archiving with SharePoint Online

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The white paper describes how business processes and document management can be made significantly more efficient with AI.

White Paper: AI and Document Management

Artificial intelligence: Harmonise your document processes

In our free white paper on AI and document management, you will learn how to professionally manage business processes and make your company significantly more efficient. Download now for free!

Download White Paper ’AI and Document Management’

The Company

Dreimaster auf der Elbe vor Elbphilharmonie und Michel.
Learn more about Portal Systems

Portal Systems Blog

Everything needed for the Portal Systems Blog: an old typewriter and a notebook.
Facts and Knowledge

News and Events

Veranstaltungsraum mit Stuhlreihen und Tischen sowie dem Shareflex-Logo auf einer Leinwand.
News, events and scheduled training courses

Any questions? I will be happy to answer them personally!

Portrait of Patrick Carl, Chief Sales Officer at Portal Systems AG.

Patrick Carl
Chief Sales Officer

Email: info[at]portalsystems.de

Portal Systems is Microsoft Solutions Partner Digital and App Innovation Azure.
The Microsoft Solutions Partner logo Data & AI Azure.
The ISO/IEC 27001 certificate for Portal Systems AG and SaaS Shareflex Solutions.
The BSFZ® seal for innovative research and development.
Seal ‘“Practice partner for the dual study programme at IU International University (IU)”'.