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Document and content management

Document management in IMS PREMIUM, a modern document management system (DMS), eliminates questions about the current version of presentation templates and supports companies in the digitization of processes in Switzerland and internationally. Thanks to cross-language versioning, all users can see relevant documents, provided they have the necessary permissions.

Versioning and document control with modern DMS software

All documents — whether PDFs, Microsoft files, or web links — are versioned and centrally managed so that the currently valid version is available at all times. This DMS function supports archiving and facilitates document searches in daily work. The structured display, including breadcrumb navigation and direct links to workflow steps, enables maximum transparency.

Multilingualism and PDF generation in the document management system


All documents can be created and stored in different languages – an important strength of modern document management software and a central component of many compliance requirements. Automatic PDF creation in multiple languages eliminates the need for manual creation. Users with read permissions can easily access non-editable PDF versions in the respective language. 

Microsoft integration via WebDAV for smooth document management


Seamless collaboration in Microsoft applications is possible – including automatic locking during editing. The integration can also be combined with CRM systems or a cloud platform, making IMS PREMIUM a particularly flexible DMS solution. 

Individual and group records – manage them in an audit-proof manner in the DMS


The evidence management feature in IMS PREMIUM enables digital and audit-proof documentation – ideal for meeting compliance requirements in quality management. As an integrated document management system, it supports structured document storage and transparent processes. The two-stage workflow and individual deadlines ensure that delivery and traceability are structured and comprehensible, including automated reminders and overviews.

 

Metadata fields for expanding the document management system

Documents can be enriched with additional metadata (e.g., creator, date, status). This metadata improves document search, facilitates archiving, and increases the usefulness of the entire document management system. Dynamic properties such as creator and creation date are automatically entered into Microsoft documents. This ensures the link between IMS data and Microsoft files, which increases cross-system consistency.

Fine-grained permissions for maximum security in the DMS


Authorizations can be assigned to all objects - including documents, processes, links and forms. If the IMS organizational units are used, automatic rights inheritance takes effect, which simplifies maintenance.

Workflow-driven document approval in the document management system


Approval processes can be configured individually (e.g., dual control principle, central approval). Emails, to-do lists, and direct links support the structured processing of review and approval processes. This makes IMS PREMIUM a practical document management software that sees itself as an ECM enterprise content management solution and reliably meets compliance requirements through digital workflows.

Feature highlights
  • Versioning & document control: Centralized control and automatic versioning of all document types
  • Multilingual PDF generation: Automatic creation of non-editable PDFs in multiple languages
  • Microsoft integration via WebDAV: Direct editing and version synchronization in Microsoft applications with automatic locking - including transfer of dynamic field data
  • Expandable document information: Additional metadata fields for targeted management, filtering and traceability of documents
  • IMS data transfer to Microsoft documents: System data is automatically transferred to linked Microsoft documents for consistent data storage
  • PDF view for viewer users: Users with read rights receive automatically generated, non-editable PDF versions
  • Fine-grained rights management: Object-related rights assignment - including automatic rights inheritance when using the organizational structure
  • Workflow-controlled approvals: Individual workflows for approval processes
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