Shareflex: DMS for Microsoft 365 & SharePoint

Shareflex enhances Microsoft 365 with document, contract and invoice management, which is audit-proof and stores data in your own tenant.

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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

Link to the Shareflex Documents product page.
Document Management with Microsoft 365 and SharePoint

Contract Management

Link to the Shareflex Contract product page.
Contract Management with Microsoft 365 and SharePoint

Document Control

Link to the Shareflex Quality Documents product page.
Document Control with Microsoft 365 and SharePoint

Invoice Processing

Link to the Shareflex Invoice product page.
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 additional third-party system: Shareflex is a native Microsoft 365 solution that adds professional DMS functions to your existing Microsoft infrastructure.

  • Preconfigured file plan for an immediate start
  • Audit-proof archiving in line with the German GoBD
  • Dexpro integration: view purchase orders and deliveries in one central BC screen
Download the Product Guide for Shareflex Documents for BC (in German)
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 Shareflex customer ams OSRAM.

Logo of Schleich GmbH.

The logo of Shareflex customer 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 kept in just one place in SharePoint, and this is managed with the Portal Systems tool. It is absolutely clear what is current; we can share links and land in exactly the right document – and that has already helped us enormously.’

Portrait of Susanne Hayek.

‘I collect the requirements internally and pass them on to my contact at Portal Systems. While listening, he keeps in mind what is technically feasible, briefly summarises everything and then tells me how he would implement the requirements and how many hours of work they will take.’

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

‘So we didn’t have to rely on a third party, just on Portal Systems’ expertise. If problems arose, we could contact Portal Systems directly to resolve them. That’s a big advantage because you get feedback from the vendor 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.

White paper

Document-centric business processes with Microsoft 365

Our white paper explains what enterprise content management (ECM) means, what benefits it offers and whether Microsoft 365 is the right platform for it. Free to download.

Download the White Paper ‘Document-Centric Business Processes’

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Several dice bearing symbols that represent the company’s compliance rules.

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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

Artificial intelligence: Harmonise your document processes

Our white paper on AI and document management shows how to orchestrate your business processes with AI and make your organisation more efficient. Free to download.

Download the White Paper ‘AI and Document Management’

About Portal Systems AG

The Chilehaus in Hamburg, home to the headquarters of Portal Systems AG.
Learn More about Portal Systems

Expertise & Practice

All you need for the Shareflex blog: an old typewriter and a notebook.
Read the Shareflex Blog

News and Events

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Check Out News and Events

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)’.