JobRouter® Platform : Integrate powerful, feature-rich document management into workflows
Digital document workflows are much more than archiving today: Discover the possibilities of agile document management in enterprise-wide business processes.
Isolated document management solutions have their limitations for companies who find themselves faced with manual editing work or an unclear process status. Agile document management breaks down these silos and connects processes with data and documents wherever they are needed. JobRouter® covers all the stages involved in agile document management from Input Management, with document processing, administration and Archiving, right through to Output Management.
Benefits: : How You Can Benefit From Agile Document Management
With agile document management, you will no longer have to deal with mountains of paperwork, misplaced documents and chaotic archiving systems. Paper-based processes are a thing of the past thanks to modern document management.
- Document workflows are mapped company-wide
- Documents are automatically synchronized between devices, systems and archives
- Data and documents can be processed on an equal basis throughout the process
- Integrated rights and role management provides clarity, transparency and traceability
- Processes are documented and traceable at every stage in the process
- All document amendments are documented
- Document processes can activate other (meta) processes and vice versa
- Media discontinuity and interface configurations can be avoided
- Includes fully integrated, audit-proof archiving
- No deadlines are missed
- Easy integration in Windows Explorer, Outlook, etc.
Smart, Agile, Customized: Document Management With JobRouter®
For JobRouter®, digital document processing is a symbiosis of process, data and document management. Your benefits: end-to-end digital processes, with or without documents, and an integrated platform instead of isolated solutions. This allows you to remain independent and flexible company-wide!
Automatic creation and completion of user-defined documents in JobRouter®
Did you know that you can securely and automatically merge all the data that you have collected or received through your JobRouter® business process with document templates, image documents, text modules, digital signatures and graphs to create new documents? This means that the documents or document sets created will be consistent, up-to-date and linked to your business process. You can also download and print access-controlled documents. There is also an option to automate hands-free e-mailing for specific recipients.
JobRouter® Archive - an integral part of the JobRouter® system
The included JobRouter® Archive makes the JobRouter® platform into a complete, integrated electronic document management system, which grants immediate access to documents with centralized filing, rapid searches and access control.
Key Features:
- Unlimited number, size or type of documents
- Unlimited number of document archives
- View, download and print authorized users
- Integration of archiving with processes
- Access control for document security
JobRouer® Viewer – the smart way to process documents
JobRouter® Viewer is fully integrated in JobRouter® and can be used to view and edit documents in the browser. It can be used wherever documents are displayed. JobViewer was designed especially for working with typical business documents and supports all common formats: PDF, image, Office and text files.
Key Features
- Web-based: conveniently displays all documents in the browser
- Annotations: adds texts, shapes and drawings to documents
- Stamp: allows documents to be stamped at the relevant process stage
- Snap & Drop: integrates texts in processes and forms
- Traceability: seamless integration in the workflow
JobRouter® App – Agiles Dokumenten-Management für unterwegs
JobRouter® App for iOS and Android allows you to access and add documents to your DocumentHub from your mobile. You can scan documents, take photos or upload documents from the local gallery in the DocumentHub and use them straight away as PDF files in processes or archives.
JobRouter® Sign – Integrated Electronic Signatures
Sign any document, such as employee and service contracts or order confirmations, fully digitally—clearly, securely, and easily, without paper. JobRouter® Sign is your desktop and mobile tool of choice for seamless and compliant digital signatures.
JobRouter® IDP – Intelligent Document Processing with AI
With JobRouter® IDP, you can automate the capture and processing of incoming documents directly within your digital business processes. The solution identifies relevant information from documents such as invoices, delivery notes, order confirmations, or other business documents and transfers it into JobRouter® in a structured format. This helps reduce manual data entry, accelerate review and approval processes, and create a reliable foundation for fully digital document workflows.
Key Features:
- AI-powered recognition and extraction of relevant document data
- Automatic transfer of captured information to JobRouter® processes
- Support for different document types and input channels
- Reduction of manual data entry efforts and sources of error
- Seamless connection of document recognition, review, approval, and archiving
JobRouter® is GoBD and IDW PS 880 certified
JobRouter® and the JobArchive module have been checked for compliance with the GoBD principles based on the strict IDW PS 880 auditing standards to ensure that accounting-related processes are carried out securely and documents are archived in an audit-proof manner.
Integrations : Seamless integration of JobRouter® in your existing or predefined IT landscape
Whether you use ERP systems like SAP or different CRM systems, you can integrate other applications and get the best from your processes with JobRouter® interfaces such as REST API.
FAQ : Frequently Asked Questions About Agile Document Management
What is digital document management?
Digital document management refers to the capture, distribution, filing, editing, and archiving of electronic documents, making it an important step in the digital transformation of companies.
Document management systems (DMS) support you on the path to paperless processes, as they provide a solution for organizing your electronic documents. Whether you are a large corporation or an SMB, with a powerful tool such as JobRouter®, you not only save trees, but also save time and money by investing in efficient workflows. With digital document management, you can get more out of your resources.
How does agile document management work?
Agile document management includes various functions for working with documents. The focus is on:
- Input management: You can capAgile document management includes various functions for working with documents. The focus is on:ture documents. This includes manual filing, monitoring email inboxes and directories, Outlook and Windows Explorer integration, extracting invoice data via OCR (text recognition), as well as ZUGFeRD and XRechnung invoices or PDF forms.
- Digital document management: To manage documents digitally, agile document management offers functions such as an integrated search client, direct access from workflows, full-text search, and the option to store documents in archives.
- Output management: Document output functions include filling out text templates and PDF forms, as well as creating PDF documents and ZUGFeRD invoices.
- Document archiving: A digital archive is important for document management, including fully integrated, audit-proof, complete documentation and change history, as well as the automatic release of documents.
Every process is based on flexible rights and role management that controls access to documents and assigns tasks accordingly. This ensures that every employee sees exactly what they are allowed to see and only receives the editing options permitted by their authorization concept. All steps and changes are documented at all times, increasing transparency and traceability while eliminating sources of error.
How can I use digital document management?
There are many use cases for digital document management, such as:
Simply put, digital document management allows you to take another step toward enterprise digitalization and move closer to a paperless office.
Can I process documents with JobRouter®?
Yes. JobRouter® offers an integrated document archive that can be seamlessly embedded into processes. Additional archive systems can be connected via interfaces. Within processes, documents can be created, attached, or edited.
How much do digital document management solutions cost?
The price of digital document management solutions varies depending on the scope of services and the licenses required. You can test the JobRouter® digitalization platform and its integrated options for agile document management for 30 days, free of charge and with no obligation. Once you are convinced after the trial period, our consulting team will help you find the best package for your company.
How can I learn to manage my documents in an agile way?
To make comprehensive use of agile document management and benefit from all its advantages, it is a good idea to attend relevant training courses. The JobRouter® Academy, for example, offers training for end users, process designers, administrators, and many more. Make a note of the next dates for our webinars right away.
Can I obtain JobRouter® from the cloud?
Yes. JobRouter® can be installed on-premises or obtained from our cloud.