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Prototype. The content is taken from sanjco.ch. Articles marked “text to be approved” and the photo placeholders are still to be finalised. Unlicensed image: the photo on the home page is only a preview, to be resolved before final publication.

GED

Your documents organised by what they are, not by where they are

M-Files replaces the folder tree with metadata: a document belongs to a client, a project and a document type all at once, without ever being duplicated.

What we do

What the service covers

A single copy of every document

The same contract appears in the client view, in the project view and in the financial year view. Yet only one copy of it exists.

Search covers the content too

Text recognition (OCR) makes the text of scanned documents readable. You find a document by typing a clause or a name, even in a scan.

M-Files where you already work

Integration with Microsoft 365 and Google Workspace is native. You save from Word or Outlook without changing your habits.

Approval workflows that never get forgotten

Each document follows its path with tasks, deadlines and statuses. You know who has it and since when.

Legally compliant archiving and qualified signatures

The Swisscom Trust Services organisation certificate enables legally compliant archiving and qualified electronic signatures, recognised under Swiss law.

Connected to your management software

M-Files connects to your business tools, from Abacus to SAP, including the CRM systems on the market, so that the client record and its documents are one and the same.

How it works

How an engagement unfolds

What we do, and what we ask of you, step by step.

Scoping workshop

We list your document types and the questions you want to be able to answer in three seconds.

Mock-up using your documents

You see the filing applied to a real sample, not to a generic demo.

Migrating existing documents

We derive the metadata from the current folder paths, run the scans through text recognition and validate the result on a test batch.

Go-live and follow-up support

Team training, then two follow-up sessions a month apart. This is the step that projects underestimate the most.

What you gain

The expected results

  • A supporting document can be found in a few seconds, even when it is a scan.
  • Duplicates disappear: there is only one current version.
  • Taking over a file during someone’s absence is no longer a problem.
  • Retention obligations are met without going back through binders.

Frequently asked questions

Frequently asked questions about Digitalisation

Do we need to scan all our archives before we start?

No. Most organisations start with their current files and leave the paper as it is. Archives are brought in as requests arise, at your own pace.

Where are our documents hosted?

On your own servers or with a hosting provider in Switzerland, as you prefer. Access rights follow the document, not its location.

Does M-Files talk to our accounting software?

In most cases, yes. We check compatibility before any commitment, and we develop the connector if it does not exist.

The rest of our offer

Our other services

Audits and engagements

  • External review
  • Off-the-shelf software selection
  • Data flows
  • nFADP compliance
Discover our consulting engagements

Custom development

  • Business applications
  • Windows, web, mobile
  • Interfaces and web services
  • Data migration
See our custom development work

Ready to go paperless?

We will show you the solution applied to your own documents.

Book a demo