Business Software, Consulting and Development

Document Management System for Sage Evolution


Are you drowning in documents? – It is time to switch to a new level of document management, integrated within Sage Evolution.

The Document Management System (‘DMS’) allows you to easily manage your business documents in one central place within Sage Evolution. It can be used in a web-environment or as an add-on module for Sage Evolution. By using the DMS Evolution module, you will be able to upload documents and files directly into DMS from Sage Evolution.


How does it work?

DMS for Sage Evolution provides you with a valuable features on document management and serves as an easy solution for storing and linking documents from within Sage Evolution, while also providing access to these documents through a web interface. The web application can be restricted to only local access, or can also allow external access for users outside of the office.
The integration of the Document Management System in Sage Evolution allows users to attach documents to master data and transactional records within Sage Evolution, while also allowing you to:

  • Control, create and authenticate documents
  • Ensure security and safety of your documents by preventing unauthorized access: As the DMS server can be deployed on your own (Evolution) server, all your documents will be safely stored with your own IT security
  • Track, display and compare document versions


Key Benefits

Keeping your crucial business documents in one central place and linking them to the relevant data in your Sage Evolution ERP system, will significantly help you manage your audits and your internal record keeping.

  • All company (or group) documents managed in one place
  • Access through your browser, or through Sage Evolution
  • Multi company support within one DMS system, supporting multiple Evolution
  • Facilitated traceability and accessability to related documents through a user-friendly application
  • Smooth scanning directly from DMS within Sage
  • Better document management: With DMS documents become easier to organize, locate and retrieve.
  • Reducing/eliminating risk of losing documents by creating back-up files
  • Sophisticated organization of documents in record types: Easy storing and linking of documents within Evolution to their relevant Evolution records
  • Tagging of documents to keep scattered files together
  • Filtering of documents through modifications of record type settings
  • Audits trails with drill downs into transactions
  • Easy uploading, e-mailing and downloading of documents in document ‘baskets’
  • Enabled sharing of files/documents with other users regardless of their location


Tailor made for you: We are ready to provide you with the neccessary additional customizations of DMS on request (outside standard linkable records) within Sage Evolution or any other system.



Because DMS provides unique solutions for your document management.

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