Shareflex® Documents


Document Management with SharePoint and Microsoft 365

With Shareflex Documents you get a tailor-made solution for process and document management with SharePoint and Microsoft 365.

  • ✯ Manage documents more efficiently
  • ✯ Simplify access and speed up searches
  • ✯ Increase productivity and save costs
The user interface of Shareflex Documents, the document management software with SharePoint Online and Microsoft 365.
The user interface of Shareflex Documents, the document management software with SharePoint Online and Microsoft 365.

Shareflex® Documents – Keep track of all your documents at all times


Shareflex Documents as well as all other Shareflex solutions are tailor-made DMS solutions and offer integrated, document-centric business applications. The standard document management functions of SharePoint remain available in Shareflex within the respective business application. However, in addition to the SharePoint standard, Shareflex offers further DMS functions if these are required from the perspective of the respective business application. These include, for example, the linking, copying and moving or the resubmission of files and documents.

The Shareflex® Documents home screen with favourites and search filters.
An order file with secondary elements and PDF preview in the Shareflex Documents DMS software.
An order file with options for viewing and editing documents in Shareflex Documents, the solution for document management with SharePoint and Microsoft 365.
The search mask of Shareflex Documents, the software for document management with SharePoint and Microsoft 365.
The Shareflex Documents user interface is integrated directly into Microsoft Teams.
A report created with Power BI in Shareflex Documents.

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


 

Logo of BGH Edelstahlwerke.

Logo of Shareflex customer bpd bouwfonds immobilienentwicklung.

Logo of Shareflex customer DMV Group.

Logo of K.D. Feddersen Holding GmbH.

Logo of SECUMAR.

The logo of Shareflex cutomer Schmid Hausverwaltungen.

Logo of TecAlliance.

Portrait of Mareike Schmid.
‘Instead of sending a lot of documents to the owners by post, we upload them to the DMS and can share them with the owners via an interface in the customer portal.’

Portrait of Rashu Singla, IT Project Manager at Schleich GmbH.
‘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 that convinced us.’

DMS Functions


  • ✓ User-friendly interfaces
  • ✓ Microsoft 365 Office integration (e.g. document collaboration)
  • ✓ File and document versioning
  • ✓ Restore previous versions
  • ✓ Multi-format viewer (300+ formats)
  • ✓ Task and resubmission capability
  • ✓ Filing from Outlook, uploading and drag-and-drop
  • ✓ Linking of files and documents, files and files, documents and files, and documents
  • ✓ Client separation possible
  • ✓ Copy and move files and documents
  • ✓ Combined metadata and full-text search
  • ✓ Favourites storage and search filters
  • ✓ Excel export of hit lists
  • ✓ Document storage in customer’s Microsoft 365 tenant

Digital Files / Dossiers


  • ✓ Pre-configured file and document types
  • ✓ Digital case management
  • ✓ Manual and automated file creation (ERP / CRM integration)
  • ✓ 360° navigation via tree view
  • ✓ Configuration via form editor (no code)

ERP Connectors & Integrations


  • ✓ ERP integration (Dynamics 365, SAP, …) for document storage / archiving
  • ✓ Microsoft Teams / Power Platform / Syntex
  • ✓ Reporting via Microsoft Power BI
  • ✓ Web Services via REST / Microsoft Graph
  • ✓ Azure Open AI (ChatGPT)
  • ✓ Outlook
  • ✓ Master data synchronisation with third-party systems
  • ✓ Digital signatures (DocuSign, Adobe Sign)
  • ✓ DMS search via Microsoft Bing

DMS Services


  • ✓ OCR and full text indexing
  • ✓ Format conversion (e.g. Word to PDF)
  • ✓ Splitting, merging, barcode processing
  • ✓ Document generation using Office templates
  • ✓ Scan & Detect

Processes and Workflows


  • ✓ Document-centric workflows
  • ✓ Rules-based and ad-hoc workflows
  • ✓ Approval processes
  • ✓ Graphical workflow configuration
  • ✓ Working with Power Automate

AI Features


  • ✓ Automatic summarisation of data
  • ✓ Automated translation

Analysis & Reporting


  • ✓ Lists, groupings, totals
  • ✓ Graphical views and charts
  • ✓ Excel export
  • ✓ Customisable

Archiving


  • ✓ GoBD-compliant, audit-proof archiving
  • ✓ Configuration via Microsoft Purview
  • ✓ Process documentation possible
A film projector under the Portal Systems company logo and next to it the logo of Shareflex Documents, the document management system for SharePoint and Microsoft 365.

Get to know Shareflex Documents and experience it live


Would you like to get a first-hand impression of Shareflex Documents? Book your personal live demo now! There, you will learn everything you need to know about document management with SharePoint and Microsoft 365. In about 60 minutes, individually and directly demonstrated on a live system by our Shareflex experts.

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!

Shareflex® Documents for Dynamics 365 BC


New: 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
Dexpro integration with Shareflex Documents for Dynamics 365 BC, the native document management system for Business Central.

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)”'.