In modern corporate environments, document management is a critical point within information flows. Smart Connect, DocuWare’s intelligent integration functionality, allows you to link any corporate application – ERP, CRM, accounting software or email – with the organization’s digital archive. Your goal: eliminate repetitive tasks and accelerate secure access to relevant documentation without the need for custom development.
Connectivity without programming
Smart Connect acts as a bridge between your applications and DocuWare Cloud or DocuWare on-premises. Deploys quickly, without requiring scripting or API knowledge. Through a visual configuration interface, users can define capture zones in their applications, map fields, and automate document search and indexing with just a click or key combination.
Compatible with more than 500 applications, Smart Connect detects data displayed on the screen and uses it to locate, link or save documents within DocuWare. This reduces manual intervention and ensures consistency of information between systems.
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Key features
- Highlight Search: Allows you to recover DocuWare documents directly from any application. Simply select a value on the screen (for example, an invoice number) and execute the predefined key combination. The document is displayed immediately in the DocuWare viewer, without switching windows or manually entering data.
- Smart Search: Add contextual search buttons to business applications. When clicked, the defined parameters (client, document type, date, etc.) are automatically transferred and DocuWare returns the relevant results. Facilitates advanced searches and significantly reduces response times.
- Smart indexing (Smart Index): Automate document classification. The system extracts information directly from the active application (ERP, accounting, HR, etc.) and applies it as metadata in DocuWare. In this way, the documents are correctly indexed for future searches and audits, avoiding duplication and human errors.
Operating benefits
Smart Connect provides a series of very interesting advantages for companies that adopt the DocuWare document management solution:
- Efficiency: Centralize access to information, eliminating redundant steps between disconnected systems.
- Error reduction: Data is automatically transferred from the original source, ensuring integrity and consistency.
- Productivity: Staff can focus on higher-value tasks, while searches and records are automated.
- Security and control: Permissions management in DocuWare ensures that only authorized users access or modify documents. Each action is recorded, complying with audit and regulatory compliance policies.
- Scalability: Smart Connect’s modular implementation allows you to expand integrations as business needs grow.
Simplified implementation
Smart Connect installation, available for both cloud and on-premises environments, is completed in minutes. Integration rules, reading zones, and custom key combinations are configured from the DocuWare administration console. From that moment on, DocuWare automates document interaction from any connected system.
Smart Connect turns document management into an agile and integrated process within the company’s digital ecosystem. For IT teams, it represents a strategic tool to optimize flows, maintain information traceability and improve the ROI of existing platforms without depending on complex developments.
