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Cloud DMS features

Document Input

When it comes to document input, most of the businesses combine paper and digital files. The ideal document management system should allow inputting files trough the following sources:

  • Input documents from scanner
  • Input documents from email
  • Input documents from mobile applications
  • Input documents from web services
  • Manual upload
  • Bulk upload
  • Automated process for mass uploading

Document Indexing

Document indexing is the process of associating or tagging documents with different “search” terms. Indexing is a path to the documents. That path is based upon your business processes and your staff preferences. Our cloud DMS provides the following features:

  • Automatic indexing of all documents
  • Content recognition and Indexing
  • Indexing all revisions
  • Supports innumerable formats
  • Custom document numbering
  • Indexing meta data
  • OCR in 27 languages
  • Extendable meta data fields

No matter what indices you use, the power of document indexing is revealed when you do a search later on. Our document management system provides a powerful document search engine that searches through document content and gives you quick results.

  • Safe and powerful search
  • Advanced search on all document attributes
  • Scalable document search engine
  • Document content and meta data search

Document Processing

Document processing involves the conversion of typed and handwritten text on paper-based and electronic documents into electronic information Our cloud DMS solution provides the following features:

  • Create documents using templates
  • Link document to records in the DMS
  • Link documents to our cloud ERP or CRM system
  • Forward, move, share documents
  • Email documents
  • Revise documents
  • Inbuilt document editors for various file types
  • Check-In and Check-out documents

Workflow Automation

Advantage Cloud document management system comes with an inbuilt business process management and workflow automation feature that automatically routes the documents to their destination. The workflow automation provides:

  • Rule based processing on incoming documents
  • Setup individual rules and document actions
  • Automatic and manual document routing
  • Business process modeling with customized windows, reports
  • Configure multi-level approvals
  • Automatic creation of records based on documents
  • Update records based on documents

Document Security

Security is one of the most critical aspects of a document management system. We at Advantage Cloud, provide a high level of documents encryption and role based access.

  • Audit trail
  • User and Roles
  • Advanced access rights
  • Encrypted documents on file system
  • Supports SSL
  • Modify ownership

User Dashboard

We understand that not everyone is technologically inclined. Therefore we made our cloud DMS interface simple and easy to navigate, so that you can get started with the software as fast as possible, and benefit from the productivity improvements it brings to your business. The main dashboard includes:

  • Workflow Inbox
  • Document inbox
  • Alerts and notifications
  • Reporting dashboard
  • Follow-ups and Chat
  • Inbuilt Calendar, Email, SMS


Different businesses have different needs of a document management solution. Every business has its own specifics requirements that need to be take in consideration. For that reason Advantage Cloud DMS provides a certain level of customization allowing users to:

  • Create customized windows and records
  • Generate custom fields and reports
  • Add custom Document Attributes
  • Describe custom workflow
  • Custom Dashboard Reports

Special Features

We are not just an ordinary DMS provider! We go beyond the basic features and provide innovative features and solutions that will improve your overall business productivity.

  • Inbuilt word processor
  • Supports multiple languages
  • Multi tenants
  • Collaboration portal

Manage all your documents with a secure and reliable document management solution on the cloud