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Document Input

When it comes to document input, most of the businesses combine paper and digital files. The ideal Document Management System should allow inputting files trough the following sources:


  • Input documents from scanner
  • Input documents from email
  • Input documents from mobile Applications
  • Input documents from web services
  • Manual upload
  • Bulk upload
  • Automated process for mass uploading
auto upload dms features

Document Indexing

Document indexing is the process of associating or tagging documents with different “search” terms. Indexing is a path to the documents. That path is based upon your business processes and your staff. Default system indexing might be the date or document type or some other identifier that describes the document.


  • Input documents from scanner
  • Input documents from email
  • Input documents from mobile Applications
  • Input documents from web services
  • Manual upload
  • Bulk upload
  • Automated process for mass uploading
indexing dms features

Document Processing

Document processing involves the conversion of typed and handwritten text on paper-based and electronic documents into electronic information utilizing one of, or a combination of, Intelligent Character Recognition (ICR), Optical Character Recognition (OCR) and experienced Data Entry Clerks. Our DMS solution provides the following features:


  • Input documents from scanner
  • Input documents from email
  • Input documents from mobile Applications
  • Input documents from web services
  • Manual upload
  • Bulk upload
  • Automated process for mass uploading
processing dms features

Workflow Automation

Onfinity document management system comes with an inbuilt enterprise level Business Process Management and Workflow Automation that automatically routes the documents to their destination. The workflow automation provides:


  • Input documents from scanner
  • Input documents from email
  • Input documents from mobile Applications
  • Input documents from web services
  • Manual upload
  • Bulk upload
  • Automated process for mass uploading
workflow document management system

Document Security

Security is one of the most critical aspects of a document management system. The ideal software will provide a high level of documents encryption and role based access, as well as:


  • Input documents from scanner
  • Input documents from email
  • Input documents from mobile Applications
  • Input documents from web services
  • Manual upload
  • Bulk upload
  • Automated process for mass uploading
security dms features

User Dashboard

We understand that not everyone is technologically inclined. Therefore we made our DMS interface simple and easy to navigate, so that you can get started with the software as fast as possible, and benefit from the productivity improvements it brings to your business. The main dashboard includes:


  • Input documents from scanner
  • Input documents from email
  • Input documents from mobile Applications
  • Input documents from web services
  • Manual upload
  • Bulk upload
  • Automated process for mass uploading
dashboard dms features

Customization

Different businesses have different needs of a DMS solution. Every business has its own specifics requirements that need to be take in consideration. For that reason Onfinity Document Management System provides a certain level of customization allowing users to:


  • Input documents from scanner
  • Input documents from email
  • Input documents from mobile Applications
  • Input documents from web services
  • Manual upload
  • Bulk upload
  • Automated process for mass uploading
attributes dms features

Special Features

We are not just an ordinary DMS provider! We go beyond the basic features and provide innovative features and solutions that will improve your overall business productivity.


  • Input documents from scanner
  • Input documents from email
  • Input documents from mobile Applications
  • Input documents from web services
  • Manual upload
  • Bulk upload
  • Automated process for mass uploading
document management system special features

Frequently Asked Questions


At the moment, only users who have professional edition of Onfinity can download this module for free. Onfinity DMS module is a professional free module. Community edition users cannot download professional free modules from VIENNA Market. A ‘Professional Key’ is required in order to download this module. You can upgrade to professional edition at any time via the community portal.
Yes, you can auto upload and bulk upload a large number of documents into the DMS system with just a few clicks. Find more info on how to do this here: How to upload a large number of documents into Onfinity Document Management System?
An enterprise level Business Process Management and Workflow Automation is inbuilt in Onfinity DMS system that automatically routes the documents to their destination. Being very flexible and user friendly, our document workflow feature will help you model your own processes and automate them. In this way you will save a lot of time and increases the productivity in your organization. Learn more here: Quick overview of Onfinity Document Workflow Management
You can find more info here:
Watch 1h video tutorial: Getting Started with Onfinity DMS software
Read our blog article: The ultimate guide to Onfinity Document Management System
Check our Blog series: Document Management Tips
Yes, you can view and modify document content and have a record of what has been changed in each version, and who made the change. To learn more about document version management read this article: How to manage document versions in Onfinity DMS?
The Document Action Panel is the place that enables you to manage the documents. This panel contains different action buttons which are used for management of a selected document. Some of the actions available are:
  • Create, edit, delete document
  • Check in / check out document
  • Manage document access (user / role based)
  • Move and forward document
  • Send document through e-mail directly from Onfinity DMS
  • Send document through the chat function. Chat function is a mode of communication between users within the DMS system.
  • Attach documents to various windows in Onfinity ERP/CRM.
  • Subscribe/Unsubscribe to a document. If you subscribe to some document you will receive notification each time some change is made in the document (document versions)
Yes you can. Learn more about this feature here: How to create and manage document categories in Onfinity DMS system?

Automate your document management process with an integrated DMS solution


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