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Document Management & Archive
Stay on the safe side
Business-critical documents require audit-proof archiving. This calls for legally compliant yet straightforward structures. Ideally, the necessary compliance workflows run in the background rather than put an extra burden on your operations.
The CSB Document Archive centrally manages business documents, contracts, invoices, and receipts in your ERP. The archive is fully integrated into the CSB-System. Documents are archived automatically, while intelligent indexing enables fast retrieval.
Fast
Find documents up to 80% faster
Compliant
Audit-proof archiving in accordance with statutory record keeping requirements
Integrated
Centralized document management directly in your ERP
Centralized. Fast. Audit-proof.
CSB’s document management system bundles all documents in a single system. This helps you structure your data in a clear and traceable manner. A seamless audit trail ensures transparency. Audit-proof archiving supports internal and external audits, certification processes, and compliance with statutory retention periods.
Frequently asked questions about the CSB document management system
The system archives invoices, delivery notes, contracts, quality documents, incoming invoices, incoming delivery notes, personnel records, and external files.
The archive supports audit-compliant storage, retention schedules, logging, and document histories.
Documents can be looked up via full-text search, keywords, and various search criteria, such as business processes, document numbers, business partners, or periods.
Paper documents can be digitized and archived via scanning, barcode recognition, and OCR technology.
The CSB-System supports data transfer to established archive management systems, such as EASY Archive, Doxis, or d.velop documents.
The document link enables the transfer of invoices to DATEV. Documents can be retrieved directly from DATEV.
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