Shareflex by Portal Systems

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

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.

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

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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®

‘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.’

Claudia HawleHead of Corporate Legal Operations & Technology at TÜV SÜD–Customer Success Story TÜV SÜD lesen

‘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.’

Richard PircherHead of Corporate Development at Getzner Textil AG–Customer Success Story Getzner lesen

‘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.’

Susanne HayekQuality Management Officer at io-consultants–Customer Success Story io-consultants lesen

‘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.’

Rashu SinglaIT Project Manager at Schleich GmbH

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’

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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’