Digital dossiers

Digital dossiers combine documents and files (e.g. photos, films) that belong together.This way you can find all the information you need in a customer job dossier, a supplier order dossier, a personnel dossier, a contract dossier, or in case dossiers on insured persons.Of course there are also project or asset dossiers in all shapes and sizes (buildings, vehicles, machines, etc.).

You can use the d.3 dossier scheme to configure your digital dossiers as a company-wide content model which you can then readjust freely to your organization’s needs.Additional metadata can be added to dossiers and documents, e.g. job or personnel numbers, receipt dates, or the customer’s name.Simply drag and drop your e-mail onto the case dossier and the metadata will be populated automatically; all you need to do is confirm it.

Documents can be linked to any number of dossiers in the d.3 ECM suite without the need for multiple physical copies to exist. Digital dossiers offer enormous added value when the information is complete.That is why we put special emphasis on making the act of placing documents in the dossier as easy as possible.
Naturally, the entire content of such complete digital dossiers doesn’t need to be accessible to all users.You can use the authorization concept to specify exactly which users may access critical documents; at the same time you can specify that such documents may only be stored in one specific supplier dossier and nowhere else.

We offer preconfigured structures and dossier solutions for the various parts of your enterprise.Use this practical knowledge for your kickoff project.