Document types managed with DOC360  DOC360

Finance & Procurement
Compras

Supplier and customer invoices
Purchase orders
Delivery notes and quotes
Bank statements

Legal &
Contracts

Contracts and annexes
Confidentiality agreements (NDAs)
Insurance policies
Bank guarantees
Contract addenda
Technical risk reports

Resources
Human

Employee records
Payrolls
Medical certificates
CVs / Resumes
Performance evaluations

Operaciones / Calidad / Proyectos

Blueprints
Technical specifications
Project minutes
Procedure manuals
ISO documentation

Comunicación & Correspondencia

Emails
Letters
Meeting minutes
Notes
Exported chat conversations

Archivística & Cumplimiento

Regulatory reports
Audit trails

Key actions the platform automates on these documents.

Phase

Capture

Classification & Indexing

Search & Retrieval

Workflows & Approvals

Collaboration

e-Signature & Legal Compliance

Integration

Audit & Compliance

Archiving & Retention

Mobility & Notifications

Analytics & ROI

One-click Action in Doc.ECM / DOC360

Bulk document ingestion from scanner, email, API or cloud (OneDrive, Google Drive…), with OCR/AI to automatically extract metadata.

Generative AI to classify documents, control duplicates, and manage versions without manual effort.

Smart, contextual search across full text and metadata, with dynamic filters and personalized views.

Configurable engine for validation rules and multi-level approvals (N+1, N+2…), with automatic notifications.

Office co-authoring, inline comments, tasks, and secure portal for external document sharing.

Simple, advanced or qualified electronic signature (eIDAS) with timestamping.

Ready-to-use connectors for SAP, Dynamics, Sage, Power BI; REST API and webhooks for maximum flexibility.

Immutable trace, role- based access control, “Audit Folder” export.

Retention rules, legal archiving (WORM), certified destruction.

Mobility with Doc.Mobility, secure iOS/Android access, consultation, comments, validations, etc. Document scanning from smartphones

KPI dashboards by flow, mapping of company documents

Modules / Relevant Functions

Doc.ECM

Doc.AI

Doc.Office

Doc.Mobility

Doc.Capture, 

Doc.VPrinter

Doc.OCR

Doc.Sign

Doc.API

Doc.ArcLeg

Power BI templates

Features and the Problems They Solve

AI-Enhanced Productivity

Customer Pain Points

  • Wasting time searching for “the latest version” and the correct document
  • Duplicates overload storage
  • The latest version may be stuck on your personal computer (without access)

DOC360 Superpower (evidence)

With Doc.AI and Auto Import, every document is instantly classified by generative AI, duplicates are blocked, and contextual search is enabled. Smart OCR/ICR ensures no content is left in the dark.

Quick Indicator / On-Screen Benefit

70 – 80 % 70–80% less search time, retrieval < 5 seconds < 5 s

Security & Compliance

Customer Pain Points

  • Losing a contract, using the wrong version, or failing an audit.
  • Fines or litigation due to GDPR / ISO / eIDAS.
  • Inability to share securely with external parties.
  • Time wasted with manual signatures or rising costs from external digital signature providers.

DOC360 Superpower (evidence)

Immutable version history and built-in traceability. Qualified signature module fully compliant with the European eIDAS regulation (advanced and qualified). Custom document export and integrated audits. One-click creation of an “Audit Folder.”

Quick Indicator / On-Screen Benefit

Audit preparation: 10 days → 2 hours

Collaboration

Customer Pain Points

  • Endless “ping-pong” of emails and insecure public links.
  • External partners never have access to the latest version.
  • Difficulties in defining and enforcing access control.

DOC360 Superpower (evidence)

Doc.Office add-ins, 100% integrated with MS Office and MS Office 365 (Outlook, Word, Excel, PowerPoint, Teams). Live comments and tasks directly inside the document. Secure extranet/partner portal and mobile access via Doc.Mobility.

Quick Indicator / On-Screen Benefit

Cero “file-ping-pong”Zero “file ping-pong”; one secure link, one live version

Workflow Automation & Integrations

Customer Pain Points

  • Approvals get stuck in the inbox; data has to be re-entered in ERP/CRM.
  • IT is forced to maintain five different tools.
  • Complexity in customizing approvals based on specific parameters.

DOC360 Superpower (evidence)

  • No-code workflow designer, API + SAP/Dynamics connectors and capture
  • Doc.OCR removes manual steps and delivers clean data to systems
  • With Doc.Mobility, access anytime, anywhere

Quick Indicator / On-Screen Benefit

Invoice cycle

  • 70 % 70% faster
  • 30 % Fewer errors

Full Cost Control & Scalable Growth

Customer Pain Points

  • Licenses, servers, and support contracts skyrocket as the company grows.
  • Updates are painful.

DOC360 Superpower (evidence)

Unique modular platform (Basic → Advanced → Professional) with per-user or flat-rate pricing, cloud/on-premise/hybrid options, and direct contact with the creators for fast adjustments.

Quick Indicator / On-Screen Benefit

ROI in 6–9 months;up to €120k annual savings in a mid-sized company

Simplify your work.

“We waste too much time looking for the right file.”

Endless searches, duplicate versions, and the dreaded final-v27.docx.
Importación y búsqueda inteligente con IASmart import and AI-powered search: classifies, removes duplicates, and displays the single reliable version in < 5 seconds, directly from Outlook, Teams, or mobile.
Immutable traceability + qualified eIDAS signature + one-click “Audit Folder” export: from 10 days of preparation to 2 hours, with every action recorded to the second.

“An audit or a GDPR requirement paralyzes us.”

Fear of sanctions, lost signatures, and conflicting accounts.

“Email ping-pong kills collaboration.”

Internal and external users never see the same version; comments get scattered and links create risk.
Live co-authoring, in-document comments, secure links, and partner portal: A single live version, no back-and-forth, and total access control.
No-code workflows, OCR/AI and SAP/Dynamics connectors: every document reaches the right person and data flows directly into the system — 70% faster cycle, 30% fewer errors.

“Approvals and data capture are bottlenecks.”

Invoices, contracts, and HR get stuck in the inbox; we re-enter data into ERP/CRM, and deadlines expire.