SOLUTIONS

Document Management

In an industrial context where speed, traceability, and collaboration are competitive factors, RuleDesigner offers an advanced document management solution. With a single integrated environment, it allows you to digitize the entire information lifecycle—from creation to sharing—ensuring profiled accessibility, process automation, and complete traceability. A modular platform designed to connect people, data, and processes in a secure, structured, and scalable way.

What is RuleDesigner Document Management

RuleDesigner offers an advanced document management solution, designed to support organizations in digitizing the processes of creating, classifying, approving, and sharing information. Document management is perfectly aligned with corporate operational flows, helping to strengthen team collaboration, ensure digital continuity, and ensure robust and traceable data governance.

Adopting RuleDesigner for document management means enhancing information assets in every context—products, projects, orders, customers—and making them accessible, secure, and always under control.

Main Features

Document Acquisition and Archiving
Archive files in any format, individually or in bulk. Automatically import from external systems (ERP, PDM, CAD, Excel, email) or web services.

Create documents from templates
Automatically generate documents (quotations, manuals, dossiers, contracts) from Word, Excel, InDesign, or PDF templates, with custom parameters.

Classification and Security
Organize documents according to configurable classes and set granular security levels for categories or individual files. Support for dynamic, rule-based permissions.

File Management and Versioning
Group documents into virtual files, track revisions, and maintain a history of changes, ensuring auditability.

Approval Workflows
Set up document approval processes with statuses, roles, and automatic notifications. Approvals can also be completed from mobile devices.

Distribution and Sharing
Distribute documents in a controlled manner via MyHome, email, or extranet portals for customers, suppliers, and partners. Complete access traceability.

Advanced Search
Find documents instantly by searching by attributes, keywords, or visual navigation. Customize search profiles for each user.

Annotations, Messages, and Collaboration
Comment on documents, start contextual discussions, organize content into thematic boards and personalized dashboards.

Integration with Microsoft Office
Edit and save Word and Excel documents directly from the management software with native plug-ins and synchronization features.

Documents contextualized in business processes

Job Orders

Manage all technical, contractual, and commercial documentation for a project within a single file. Documents are classified, versioned, and subject to specific approval workflows. Perfect for collaboration between design, engineering, production, and sales.

Technical product documentation

Centralize product lifecycle documents (manuals, data sheets, requirements, certifications) by integrating them with product data in the PLM. Supports complex coding, multiple configurations, and variant management by serial number.

Customer documentation and profiled portals

All customer-related documentation—contracts, quotes, orders, technical attachments—is accessible in an organized manner from the CRM tab. Dedicated web portals allow secure sharing with agents, resellers, end customers, or contractors.

Collaborative portals for business functions and external stakeholders

Share documents and files in a controlled manner with suppliers, consultants, quality, purchasing, or production. Each portal applies customized access rules, maintaining traceability, security, and audit logs for every interaction.

Intelligent document configurator

It applies rule-based logic for the automatic generation of technical and commercial documentation: brochures, product sheets, price lists, offers, instructions, and manuals. Templates can be managed independently, with dynamic parameters and traceability of the generated content.

Integration into PLM, quality, service and commercial flows

Each document exists in its own context: linked to items, projects, spare parts, serial numbers, or customers, it actively participates in technical, service, quality, or sales approval flows. This ensures consistent and distributed governance of the document assets.

Why Choose RuleDesigner Document Management

All your documents in a single repository

Complete traceability of actions and revisions

Automation in creation, approval and publishing

Native integration with CRM, PDM, PLM, Project, ERP

Portals for controlled and secure sharing

Low-code support for document process modeling

Before & After the introduction of the documentary

Archiving

Scattered files, duplications, lack of versioning

Centralized archive, tracked versions, intelligent files

Safety

Uncontrolled access, sharing errors

Granular permissions, security by role or document

Approval

Manual flows, long times, little traceability

Configurable workflows, quick approvals even from mobile

Collaboration

Disconnected emails, attached files, untracked revisions

Contextual annotations, dashboards, internal messaging

Distribution

Haphazard sharing, risk of loss

Targeted distribution, extranet portals for stakeholders

Do you need to organize and protect your company's document assets?

Discover how RuleDesigner can become your one-stop environment for creating, classifying, sharing, and governing documents at every stage of the lifecycle.