Document circulation management

DMS application


Circulation and approval of company documents online from orders to invoicing.

Modules

Purchase orders

You can create an order in a few clicks. You set up your workflow and approval processes exactly as you need them and as you are used to.

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Approval of invoices

Work with received invoices online. From loading into the system, through the approval workflow, to monitoring payments.

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Contract records

Manage with us your contractual relationships, life cycles and amendments to your contracts from signature, approval and digital signature to archiving.

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Mail records

Management and archiving of data boxes and mail records. Get a full-fledged post office online.

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Get the benefits of INSIO DMS from CZK 3,900 per month

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Why INSIO DMS

Smooth start and operation

You don’t have to install anything, all you need is an internet browser to work.

 

Everything clearly and safely

Under control in one place. Backed up structured documents in the cloud available online from any browser anywhere in the world.

Everyone sees only what is important to them

Setting permissions and access according to your requirements. We will set up the application exactly according to your approval processes, nomenclature and language.

Easy work with documents

Before the approval itself, you edit the documents, dividing them according to centers, types of documents, the approver and their status.

Approval and submission online

After approval of the document, it is automatically sent to the supplier, customer or accounting system via the system.

Automatically and integratedly

Electronic circulation of documents and automatic approval according to order amounts and contract limits. The open API allows connection to all ERP, warehousing and payroll systems.

No more rewriting

Each invoice and order is clearly matched within a business case.

Smart email client

You can create your own message and notification templates for each type of communication. These then leave the users, for example, when the request gets to the step that they have to take. For each request, you can track the complete history of e-mail communication for the problem being solved in one place.

Multilanguage

Thanks to the integration on Google Translate, the application supports any world language. Even foreign colleagues can use it in their native language.

Case studies

INSIO easily managed not only to easily take into account our requirements, but also to modernize some steps. For example, thanks to the integration into the OCR digitization system, we have completely automated the process of writing invoices into the system with artificial intelligence.

David Jelen – CFO 

 

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By implementing the INSIO system, UNION pojišťovna acquired a tool that effectively solves the purchase process, from the request through the order, communication with suppliers to tracking the delivered goods. The system is flexible, it can adapt to changes in the organization, processes or permissions.

Zuzana Szabados – Procurement Manager

 

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Innovation accompanies us throughout our history, they are our essence, both towards our customers and in our own functioning. The field of IT has always been a very sparsely developing field. It’s not enough to just keep up, you have to be ahead of the competition to succeed.

Martin Souček – General Director

 

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