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Agile Document Management

Smart, Agile, Customizable: Document Management with the JobRouter® Digital Automation Platform

Document management systems (DMS) have been around for a long time. But anyone who takes a closer look at their functions quickly realizes that modern document work needs more than an isolated solution. That's why the JobRouter® digital automation platform offers an enhancement to digital document management - agile document management!

What is agile document management?

Even though documents still form an important part of digital processes, the number of data-driven processes is rapidly increasing. This requires a rethinking of the digitization strategy and a system that allows for this change. At JobRouter®, digital document work is always a symbiosis of process and data as well as agile document management. We understand this to mean the complete range of necessary functions of a DMS to create end-to-end digital processes and efficient applications.

Your advantage: end-to-end digital processes, both with and without documents. This allows you to remain independent and flexible - company-wide!

With an isolated solution for document management, companies repeatedly come up against limits, are confronted with manual rework or an unclear process status. Agile document management breaks down these silos and connects processes with data and documents where they are needed. From input management to processing, administration, and archiving of documents to output management, JobRouter® covers all sub-areas of agile document management.

Agile document management with JobRouter® can ...

Document input

Manual filing, monitoring of e-mail mailboxes and directories, Outlook and Windows Explorer integration, reading invoices via OCR, reading ZUGFeRD and XInvoices, reading PDF forms

Document management

Storage in archives, integrated search client, access directly from workflow, full-text search

Output of documents

Filling of text templates, creation of PDF documents, filling of PDF forms, creation of ZUGFeRD invoices

Archiving of documents

Fully integrated, secure, and audit-proof. Audited according to regulations such as GoBD & IDW PS 880 with complete documentation, change history, and automated deletion of documents.

JobRouter® is certified according to GOB and IDW PS 880

A leading auditing firm certified the successful audit of the JobRouter® software in 2014 and subsequently in 2019. JobRouter® and the JobArchive module were audited using the strict auditing standard IDW PS 880 for compliance with the GoBD and that accounting-relevant processes can be handled securely and documents archived in an audit-proof manner.

JobRouter® is certified according to GOB and IDW PS 880

A leading auditing firm certified the successful audit of the JobRouter® software in 2014 and subsequently in 2019. JobRouter® and the JobArchive module were audited using the strict auditing standard IDW PS 880 for compliance with the GoBD and that accounting-relevant processes can be handled securely and documents archived in an audit-proof manner.

Audit-compliant archiving included - without limits!

With the JobArchive module, JobRouter® offers a completely integrated and legally compliant archive. Users can work comfortably in one interface, while process designers save themselves time-consuming interface configurations. Finally, every JobRouter® process is documented with all steps, documents, and actions in the audit-compliant archive, giving you certifiable processes - and making every auditor's heart beat faster! JobRouter ® completely opens up the world of structured data to you.

First agile document management, then electronic signature

Creating documents together, editing them, and storing them in an audit-proof manner - agile document management is ready to go. If you integrate electronic signature processes into your digital document work, you can now go one step further. For example, the eIDAS regulation now gives electronic signature processes a fixed set of rules and standardizes them throughout the EU. This regulation and others like it means that electronically signed documents will be recognized in court in most cases. So nothing stands in the way of your paperless office!

The JobRouter® approach allows agile work on and with documents

At the core of the JobRouter® platform sits a powerful workflow engine that controls all tasks, processes, and applications - and connects them to your system landscape. Components such as intelligent document recognition, versatile system activities and content management functions round out the digitization platform's offerings, so you benefit from automated, end-to-end business processes.

Each process is based on flexible rights and role management that controls document viewing and distributes tasks accordingly. This means that each employee sees exactly what he or she is allowed to see and is only given the editing options that their assigned rights allow. All steps and changes are always documented, increasing transparency and traceability while eliminating sources of error.

JobRouter® data integration with other applications

Extensible JobRouter® interfaces (for example, the REST API) enable individual data integrations with other applications from your existing IT landscape. You can integrate ERP systems such as SAP or various CRM systems into your processes, integrate the appropriate data into JobRouter® according to your requirements, and have it written back to the respective systems after processing.

JobRouter® is a holistic solution for process digitization and automation to manage your documents, data, and content. This means that there are no limits to your ideas and possible applications - just like your digital document work!

Your benefits

Advantages of agile document management with JobRouter®

  • Integrated platform instead of isolated solution / departmental solution
  • Consistent processes control document work
  • Data and documents can be processed equally in the process
  • Integrated rights and role management provides clarity, transparency, and traceability
  • Including fully integrated and audit-proof archive
  • Complete documentation of all processes, actions, and authorizations
  • No dependence on paper-based documents
  • Document processes can trigger further (meta) processes and vice versa
  • Parallelization of processes

These JobRouter® modules facilitate day-to-day processing of documents and data

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