Document management solution that manages and protects your information


Contact us now for a discussion, demo and access to our document management live test.

We prefer an initial discussion before we give you access to the live test. This way we can configure your test environment to your needs.

Proceed to live test once you receive your username and password.

Document management live test


  • Browser based
  • Supports all latest browser versions, including tablets
  • Remembers user settings such as screen layout and information displayed
  • Drop down filters enable easy field completion, e.g. folder discovery for filing
  • Dedicated small screen interface for use on mobile phones
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Content import


  • One action uploading of entire folder/subfolder/file structures

Electronic files

  • Easy (drag and drop) uploading of all types of files including MS Office, OpenOffice, PDF, text, image, audio, video, archive
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  • Compatible with all types of scanners
  • Automatic import from scanner
  • Multiple users per scanner
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  • Indexes text in all electronic files, including
    • MS Office
    • OpenOffice
    • PDF
    • text
    • emails (including attachments)
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  • Empty page, barcode, and optional Optical Character Recognition (OCR) for scanned document and fax separation, processing and indexing
  • Choice between ABBYY, and other branded or open source OCR solutions
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Content management


  • Easy document filing and displaying using searchable folder filters
  • Standard subfolder structures
  • Multiple folders per document
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Document data

  • Automatically add known document data such as email from, to, date and subject
  • Allow user to add/edit document data such as from, to, date, keywords, description, notes
  • Custom data fields
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  • Create/edit documents directly from browser
  • All changes to documents automatically tracked and saved
  • Possibility to upload additional document versions, even of different file type
  • Easy access and viewing of all previous versions
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PDF tools

  • Extract pages
  • Remove pages
  • Add/replace pages
  • Split document
  • Merge multiple documents to single pdf
  • Convert to Black and White
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  • Intelligent, simple keyword search, across all document properties and content
  • Detailed search using from, to, subject, filename, folder (combinations), text in document has/does not have word(s), has attachment (for email), date(s), size, number of pages, file type, creator, last editor, custom data fields
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  • Small groups of users can administer content that is made available to large groups of viewers
  • Possibility to create custom made portals to display specific information and documents
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Email management

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Automatic email processing

Izidocs can allocate emails to customer, project or case folders automatically.

This can be done based on

  • your company users who sent or received the email
  • the counterparty’s email address or email domain
  • specific codes that you include in the email subject or body

The same email can be placed into multiple folders.

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Outlook integration

Users can drag and drop emails from Outlook directly into izidocs folders. izidocs treats emails like all other documents. Emails can coexist in the same folders as other documents, scanned or electronic.

All users who have access to specific customer, project or case folders can see all related material in one place.

Within izidocs users can select multiple documents such as PDF or Word and directly create an email with the selected documents attached.

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Compliance archive

Izidocs can connect to your email server (Exchange, Office 365, G Suite, or other) and get a copy of all email communications exchanged by your company.

This archive cannot be deleted by users. It is therefore a complete record of all emails and allows system administrators to search for specific emails when these are requested for legal or regulatory purposes.

For example, you can search and find emails exchanged by all or specific employees, with a specific email domain (, during a specific period.

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izidocs email archive is a storage efficient way to back up your email server. It performs deduplication on all emails archived saving around 85% of the storage.

  • Each email is split into its headers, body and attachments
  • All email headers, which are unique, are saved
  • Email bodies and attachments which are common among different emails are saved once

The original emails can be reconstructed in their original form to serve as legal evidence.


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Use document templates to create standardized Microsoft Word documents within izidocs.

Use Microsoft Word to edit the documents created, directly from izidocs browser interface. All versions of the work of different users are saved.

Izidocs templates are using Microsoft Word Mail Merge. No technical knowledge is required.

Izidocs templates can include

  • standard fields such as Document Name, Document Date, etc.
  • data imported from other solutions such as ERP and CRM, for example customer name and address
  • document barcodes, for automated scanning and filing of signed document as a version of the original word document

Security and compliance

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izidocs DMS keeps your information secure and complies with regulations such as GDPR


  • Using username and password or by connecting to Active Directory
  • Password strength defined by administrator
  • Forced password reset at predefined intervals
  • User log out after preset interval of inactivity
  • Login of certain user groups only allowed from specific IP addresses
  • Possibility to use two-factor authentication

Information integrity, compliance

  • Records all document versions
  • Records all user actions
  • Permanent copy of all emails
  • Permanent copy of all documents, which are recoverable even when they are deleted
  • Encryption of data at rest and in transit
  • Retention/destruction policies according to legal requirements
  • GDPR compliant

Access rights

  • Granular security policies per folder/subfolder with separate rights for
    • Create
    • Edit
    • View
    • Move
    • Delete
  • Access rights defined per
    • user
    • user group
    • user role
  • Access rights can be based on user location
  • Possibility to provide time limited access to specific folders