Explore three illustrative views: bring documents in, find knowledge and understand access.
From your familiar tools into one shared inbox.
Interactive product illustration · fictional sample data
Your team stays in familiar tools. ConsiDMS brings documents, their origin and their context into a controlled review process.
Capture emails and attachments directly from Outlook. Select the target company and document context, review the details and send them to the DMS inbox.
Bring documents in from SharePoint libraries. Their origin stays traceable; the target tenant, classification and approval determine their next steps in the DMS.
Other routes: direct upload, scanning/OCR and individually agreed system connections. Importing does not automatically copy the source system’s access permissions.
CONSIDMS, EXPLAINEDOur virtual presenter shows how individual files become a controlled knowledge base — with your team at its centre.
Documents arrive from many directions. Consi DMS turns them into a reliable knowledge base. Bring in emails and attachments directly from Outlook, or documents from SharePoint. AI helps you organize and find information. Virtual folders connect different perspectives without duplicating files. Access permissions apply to each document. And by arrangement, you can run the system on your own infrastructure.
An overview organised by task — for business teams, IT and the people accountable for your documents.
| Workflow | What ConsiDMS enables | Your benefit |
|---|---|---|
| 01Intake & capture | Outlook add-in, SharePoint intake, upload, OCR, malware scanning and duplicate indicators. | One controlled inbox. |
| 02Classification & approval | AI suggestions with confidence, required fields by document type, review queue and human approval. | Quality before automation. |
| 03Filing & collaboration | Metadata, virtual folders, versions and collections without extra file copies. | One original, many contexts. |
| 04Search & AI assistant | Hybrid full-text and semantic search, reranking, chat with source passages and controlled sharing. | Answers you can verify. |
| 05Accounting & retention | E-invoice validation, booking references, finalisation, retention periods, legal holds, auditor access and export. | Traceable document processes. |
| 06Permissions & evidence | Tenant and document permissions, dual approval, recertification and access logs. | Control down to each document. |
| 07AI operations & integration | Multiple embedding models, model changes with reindexing and agreed Excalitract and Normagon integrations. | A foundation that grows with you. |
Permissions do not stop at the interface. ConsiDMS enforces tenant isolation and document access in the database itself.
Database-enforced access control, tenant-specific storage areas and keys establish clear boundaries.
Object Lock, checksums, versioning and retention rules preserve traceability. Legal holds prevent scheduled deletion.
Search, source passages and chat follow the permissions model. Sharing reveals any additional visibility; access can expire or be revoked.
Sensitive permission changes and approvals follow a dual-control process. Logs record access and key decisions.
ConsiDMS supports traceable retention and audit processes. GoBD-compliant use depends on configuration, operation and your documented procedures.
ConsiDMS can operate as an independent system. Together, we determine which deployment model fits your data, integrations and requirements.
An agreed operating model with clear responsibilities for updates, backups and recovery.
A dedicated deployment for your organisation, with individually agreed integrations and security requirements.
Operation in your infrastructure by arrangement. We jointly define system requirements, maintenance and AI model routes.
The DMS location and processing by AI models are agreed separately. On-premises does not automatically mean that every AI feature works offline.
ConsiDMS works independently. Excalitract and Normagon can extend the journey from incoming documents to structured knowledge.
Excalitract identifies document types, extracts structured data and makes source passages reviewable. The DMS brings documents and verified metadata into its filing process.
Explore product ↗ConsiDMSConsiDMS brings originals, versions, permissions and retention together, and makes authorised content searchable.
Independent deploymentNormagon adds a company ontology: concepts, processes, responsibilities and documentation provide the business context.
Explore product ↗We agree the specific handoff, data models and responsibilities together. ConsiDMS does not require another product.
They can mirror familiar structures — by company, project or supplier. The difference is that metadata creates the structure. A document can appear in several views without copies drifting apart.
Search and the AI assistant operate within the signed-in user’s permissions. When chats are explicitly shared, the system shows any additional visibility. These grants can be limited and revoked; content already saved outside the system cannot be recalled.
The Outlook add-in captures selected emails and attachments. The SharePoint intake plugin brings selected library documents into the DMS inbox. Both routes pass through mapping, review and approval; target permissions are defined in the DMS.
No. ConsiDMS works independently. Excalitract can deepen document preprocessing; Normagon adds company ontology and documentation. We agree the right integration around your use case.
Yes, by arrangement. We jointly define infrastructure, identity integration, storage, backups, maintenance and the desired AI routes. A dedicated instance is another deployment option.
Show us how you work with documents. We will show you how ConsiDMS turns that into a reliable knowledge process.
Let’s explore your use case ↗
