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Document Management (DMS)

Every document in its right version, with the right person.

The DMS module unifies document archive, versioning, approval workflow and access control on one data model. It speaks to ERP processes on the same data, making documents searchable, traceable and secure.

Illustrative screenDoküman YönetimiDosyalarSözleşme_2026.pdf2,4 MB · PDFTeklif_Listesi.xlsx860 KB · XLSXSunum_Q1.docx1,1 MB · DOCXRapor_Mali.pdf3,7 MB · PDFDosyaları sürükleyinveya bırakarak yükleyinFatura.pdf128 dosya · 4,2 GB kullanımdaSon yükleme: bugün

Central documents, versioning and access.

Overview

What it does

One truth instead of scattered folders and “which version is right?” doubt. The DMS module gathers the document, its versions and approvals on the same data, links to ERP processes and limits access by permission.

Scope

Sub-categories of Document Management

Each sub-category manages a part of this process — all on the same data.

Document Management

Categorize and archive documents and find them in seconds with full-text search.

Archive & categoryFull-text searchTags & metadataRetention period

Versioning & Approval

Track document versions, set up approval workflows and guarantee the current version to everyone.

Version historyApproval workflowElectronic signature

Access & Security

Limit document access by role and permission; track who viewed what and when.

Role-based accessAccess logConfidentiality level

Roles

Who is it for?

The same data, a different view for each role.

Document Manager

Manage the archive structure, retention periods and access policy.

Content Owner

Upload documents, create versions and start the approval workflow.

Audit / Compliance

Audit the access log and approval trail; verify retention compliance.

Connection

How a document moves through its lifecycle

DMS is not an isolated store. From creation to archive, every step links to versioning, approval and access through defined links.

Create & Upload

The document enters the system.

Version & Approve

Passes the approval workflow.

Access & Search

An authorized user finds it.

Archive & Retention

Kept for the retention period.

Capabilities

Key features

Categorized archive and full-text search
Version history and comparison
Approval workflow and e-signature
Role-based access and audit trail
Retention period and auto alerts
Document linking to ERP processes

Compliance

Compliant with local regulation

Erişim Kontrolüe-İmzaSaklama & İzKVKK

Architecture supporting the control required by corporate document management and KVKK through document access, version trails and retention processes.

Document Management with Sonia AI

Describe it, Sonia finds it.

Describe your document need in natural language; Sonia scans the archive, prepares the right version or a summary and brings it for your approval — the final decision is always yours.

Bring the latest signed contract with this supplier
List documents expiring in the next 30 days
Group documents pending approval by owner

Frequently Asked Questions

Are documents full-text searchable?

Yes. Document content and metadata are indexed; you reach the right document in seconds by keyword, tag and category.

How is version confusion prevented?

Each change is stored as a new version; the system marks the current one and access to prior versions stays permission-bound.

Does it link with ERP documents?

Documents can be attached to records such as invoices, contracts and work orders; a document opens directly from its ERP process rather than being searched.

See AinosERP on your own processes

Let’s schedule a short demo and walk through the screens and Sonia AI using your flows.