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A smart document and case management system

Managing documents and cases in a smooth, secure and efficient way is crucial for a modern organization. Conrab Opto offers an intuitive and automated document and case management solution that reduces manual workload, streamlines processes and provides better control over company information. The system can be integrated with other business systems and organizations, facilitating collaboration and streamlining.

Smart and user-friendly system

Our web-based tool is developed with the user in focus and provides a clear overview of workflows. The system simplifies work processes by improving the management and follow-up of cases and documents. With a flexible structure and automated processes, companies can quickly find and manage their cases and documents - regardless of the size of the business. The system offers several modules and features that can be customized to meet specific needs. Automation improves workflows and increases efficiency. The solution helps employees manage cases efficiently and ensures that all steps are done correctly. New features and security measures are continuously implemented to meet the latest requirements. The system saves time and offers customizable services that improve case management and information access.

Flexible and future-proof document management solution

The tool's powerful add-on modules make it easy to adapt the system to the specific needs of your organization. The system handles several different types of documents and cases. Our long experience in digital document management and automation makes us a reliable partner for companies and the public sector. The system supports management in the public sector.

With over 1000 satisfied customers and continuous development of our solutions, we are already creating the document management of the future today. The document and case management system manages the entire lifecycle of documents and cases, both internal and external documents. It adapts to new requirements and workflows and is used to manage complex projects and processes. Ensure the right resources are used and create efficient workflows.

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How automated document and case management works:

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Import
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Registration
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Account
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Attestation
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Manages all documents

Our document management system can receive and process all types of documents quickly and easily, reducing the need for manual work and minimizing the risk of mistakes. Whether you receive documents via email, digital files, scanning or traditional mail, everything can be handled in a uniform and smooth flow.

Direct approval

Electronic document management means that documents immediately reach the person who needs to review and approve them. This allows processes to be carried out faster and more smoothly without unnecessary hassle.

Precise matching

We ensure that each document complies with the pre-defined criteria and specifications you have set. This ensures that we only approve what meets your requirements, preventing inaccuracies and optimizing your processes, as well as strengthening your organization's efficiency and economy.

Smooth integration

Our document management system offers not only efficient management, but also easy integration with your existing systems. Once the documents have been processed, data is updated directly in your business systems, providing a seamless transition from document management to further processing and reporting.

Keeping track of errors

Our document management system monitors your documents and alerts you if anything is amiss, so you avoid delays and extra costs. This protects your organization's reputation and ensures everything runs smoothly and correctly.

Nine benefits of the Conrab Opto document management module

Handles documents in all formats

Automatic interpretation of content at both overall and detailed levels

Automatic matching against predefined criteria

Automatic registration, review and approval

Advanced flow control and process management capabilities

Automatic reminders and escalations when needed

Detailed reports and statistics

Monitoring and system notifications of anomalies

Document ratings and detailed document cards

Frequently asked questions about

automated document management

What does document management mean?

Document management covers the process of receiving, processing, reviewing and approving documents that an organization handles. It includes steps such as registration, categorization, matching against criteria, approval and final archiving or further processing of the document.

How can digitizing document management improve efficiency?

By digitizing document management, organizations can automate many time-consuming manual tasks. This includes faster data entry, automated matching against predefined criteria, and more efficient approval processes, leading to faster workflows and improved internal and external relations.

What are the benefits of using an electronic document management system?

An electronic document management system improves accuracy, reduces the risk of errors and saves time. It also helps keep better track of information, improves reporting and data analysis, and strengthens your organization's internal processes and external relationships by ensuring consistent and efficient management.

Is electronic document management secure?

Yes, modern electronic document management systems use advanced security measures to protect sensitive information. This includes data encryption and security protocols that protect against unauthorized access and data loss.

Can small businesses also benefit from electronic document management?

Certainly, businesses of all sizes can benefit from electronic document management. For small businesses, it can be particularly beneficial as it reduces the administrative burden and allows a greater focus on the core business instead of time-consuming paperwork.

Want to know more? We'll be happy to tell you how we can optimise your document and case management.

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Conrab Opto can be integrated with all known business systems.

Microsoft Dynamics NAV business system
Microsoft Dynamics AX can be integrated with Conrab Opto
Conrab Opto can be integrated with the Microsoft Dynamics 365 F&O business system.
SAP ERP system can be integrated with Conrab Opto
Conrab Opto can be integrated with Oracle NetSuite
Integrate with the Infor M3 business system
The Oracle business system
Xero can be integrated with Conrab Opto
SAP Business One ERP system
Conrab Opto can be integrated with the Intuit QuickBooks business system.
Integrate with JD Edwards Enterprise Software