Document Management

Document management ensures the centralized and structured storage and administration of all company-related documents. It supports organizations in providing fast access to information, standardizing processes, and archiving documents with clear audit trails.

Centralized storage and structured access

CSB Document Management centrally stores documents in the system using a clear structure. Various document types, such as contracts, receipts, specifications, or correspondence, can be clearly organized and quickly retrieved using defined search and filter criteria.

Documents in the process context

Documents can be linked with business transactions and master data, for example, with items, suppliers, customers, orders, or projects. As a result, relevant documents are available exactly when and where you need them in your day-to-day operations – without separate filing systems or disruptions in the information flow. 

Version control and traceability

All changes in a document can be tracked. Previous versions are kept and can be viewed if needed. This enhances transparency and traceability throughout the life cycle of a document.

Audit-proof archiving

Completed documents are stored with a clear audit trail. The structured storage system facilitates internal and external audits and certification, and it ensures compliance with the storage periods required by law. 

Integration into the CSB-System

CSB Document Management supplements related processes like Procurement, Accounting, Quality Management, or Traceability. In this way, documents are made an integral part of end-to-end digital processes, and they can be accessed throughout the system