Logo
  • 🇺🇸 English
    • 🇺🇸 English

    • 🇧🇷 Portuguese

    • 🇪🇸 Spanish

    • 🇩🇪 German

    • 🇫🇷 French

    • 🇮🇹 Italian

    • 🇹🇷 Turkish

  • SE | Document

    Automate electronic document management for any type of document, from proposals and financial reports to contracts and procedures. Foster collaboration with centralized content and easy file search.

    Thumbnail

    More efficiency for your routine

    Efficient management

    Streamline document capture, classification, and storage. Facilitate electronic management and automate the entire content lifecycle.
    01 - Document viewing.png

    Real-time collaboration

    Collaborate in real time on shared documents, fostering teamwork and joint content review.
    02 - Revision control.png

    Secure storage

    Ensure document security and integrity through a reliable and efficient archiving system, protecting information against loss and unauthorized access.
    03 - Access control.png

    Optimized productivity

    Seamlessly integrate with different platforms, including Office 365, Google Docs, Microsoft Office, Adobe PDF, and CorelDraw, as well as enterprise ERP or CRM systems. Streamline and standardize your document processes.
    04 - Digital signature.png

    See everything the module offers to your company

    Hierarchical classification

    Organize documents into categories and templates, enabling efficient information management and retrieval.

    Watermarking for identification.

    Add watermarks to identify controlled copies, ensuring document authenticity and traceability.

    Retention schedule

    Manage the document lifecycle based on the retention schedule, ensuring compliance with standards and regulations.

    Custom approval workflow configuration

    Set up customized approval workflows, defining the steps and approvers for document approval.

    Permissions management

    Set access and editing permissions for documents, ensuring the security and privacy of information.

    Electronic and digital signatures

    Use electronic and digital signatures to streamline processes and ensure the authenticity and integrity of signed documents.

    Bring this solution to your company

    Discover the solutions that are part of SoftExpert Document

    Enterprise Content - ECM
    Innovation and Change - ICM
    Environment, Health, and Safety - EHSM
    Enterprise Asset - EAM
    Project and Portfolio - PPM
    Enterprise Risk - ERM
    Governance, Risk and Compliance - GRC
    Enterprise Quality - EQM
    Work Management - CWM
    Enterprise Service - ESM
    Supplier Lifecycle - SLM
    Human Development - HDM
    Environmental, Social, and Corporate Governance - ESG
    Business Process - BPM

    Enterprise Content - ECM

    SoftExpert ECM is a comprehensive software solution that centralizes all organizational content. It allows you to create, capture, manage, store, preserve and share documents and records, reducing paperwork and related deviations. The solution ensures security, integrity, reliability, and compliance with international standards such as ISO 9001 and FDA 21 CFR Part 11.

    Explore the solution

    Innovation and Change - ICM

    Efficiently manage organizational ideas and changes, driving innovation with ease.

    Explore the solution

    Environment, Health, and Safety - EHSM

    Prevent incidents, reduce costs, and ensure compliance using management software that integrates all environment, health and safety processes.

    Explore the solution

    Enterprise Asset - EAM

    SoftExpert EAM is a complete solution to modernize your asset management system. The solution helps developing comprehensive calibration and maintenance plans, extending the lifespan of equipment, enhancing asset reliability, and ensuring compliance with international standards such as ISO 50001, ISO 55000, ISO 55001, and ISO 17025.

    Explore the solution

    Project and Portfolio - PPM

    Modernize and simplify your project and portfolio management system with essential resources to help you plan, execute and monitor your projects to ensure their successful completion according to PMBOK guidelines.

    Explore the solution

    Enterprise Risk - ERM

    Lower the likelihood and impact of risk events using an integrated platform that unlocks the potential of opportunities, optimizes resources, and directs strategies and decisions.

    Explore the solution

    Governance, Risk and Compliance - GRC

    Ensure compliance with corporate policies, laws and external regulations with a platform that effectively integrates business strategy execution with risk management practices.

    Explore the solution

    Enterprise Quality - EQM

    Modernize your quality management system, reduce the work required to maintain compliance, improve agility and transparency and promote continuous improvement across your organization while increasing customer satisfaction.

    Explore the solution

    Work Management - CWM

    The only all-in-one cloud platform to improve team collaboration and task efficiency.

    Explore the solution

    Enterprise Service - ESM

    Integrate service processes, IT tickets, incident and problem management, SLA (Service Level Agreement), knowledge base, configuration management (CMDB), and change management on a single platform.

    Explore the solution

    Supplier Lifecycle - SLM

    Improve the control and assessment of your suppliers from their initial identification and qualification to performance monitoring and supply base rationalization with an intuitive and uncomplicated interface platform.

    Explore the solution

    Human Development - HDM

    Satisfy your needs for talent management, training and development, team performance assessments and career and succession planning all in a single platform.

    Explore the solution

    Environmental, Social, and Corporate Governance - ESG

    Through an integrated ESG software platform, structure processes and policies to effectively manage and control all ESG initiatives and metrics in your organization.

    Explore the solution

    Business Process - BPM

    Standardize your business processes, automate workflows, integrate applications, and accelerate digital transformation across your organization with a results-driven BPM platform.

    Explore the solution

    Compliance with global privacy and security standards

    Advanced data protection

    SoftExpert ensures the protection of your company's data and compliance with the requirements of the latest standards.

    Integrate with your ERP, CRM, Office365, and much more

    Connect SoftExpert Suite to other business tools already used in your organization.

    Worldwide Office Locations

    Supporting and implementing your growth and expasion everywhere! We are present locally, ready to ensure that SoftExpert solutions are working without limits.

    Why do customers choose SoftExpert

    Success Case
    Comau increases operational efficiency and reduces risk of failure by 60% with SoftExpert
    See The Full Story
    Success Case
    Hyundai automates its innovation program and improves productivity with SoftExpert Suite
    See The Full Story

    Kley Hertz

    Success Case
    Kley Hertz enhances processes, guarantees information security and boosts productivity with SoftExpert
    See The Full Story
    Success Case
    Buschle & Lepper invests in R&D, increasing revenues with the SoftExpert solution
    See The Full Story
    Success Case
    One of the biggest food and beverage companies in Central America has successfully deployed its Shared Services Center with SoftExpert
    See The Full Story

    An award-winning platform recognized by customers

    SoftExpert News