Document Management

Documents that make an impression

Output & document management that delivers professional documents. Brand-consistent, compliant and low-maintenance — document flows deserve as much attention as transactions.

Brand-consistent professional documents

Compliance and governance

Automated document workflows

Why document management is often underestimated

Document flows deserve as much attention as transactions. Without proper document management, inconsistent outputs undermine your professional appearance.

Document flows are inconsistent and not brand-consistently designed
Templates are manually maintained without version control
Performance problems when generating large documents
Compliance requirements for archiving and audit trails are not properly secured
Output processes are not integrated with ERP workflows and approvals

How we approach document management

ERP Company designs templates and output processes that are brand-consistent and low-maintenance. We work with various document solutions, including ForNAV and Lasernet for Dynamics 365, and comparable tools for other ERP platforms.

Professional templates for quotes, invoices, packing slips and contracts

What are the concrete results?

Professional appearance through consistent, brand-consistent documents
Faster document generation through optimized templates and processes
Lower maintenance costs through standardized, scalable solutions
Better compliance through automated archiving and audit trails
Higher efficiency through integrated workflows and approval processes

From our practice

A practical example

A trading company sent out 400+ invoices, packing slips and order confirmations daily. After the ERP migration, all document templates needed to be redesigned. By including document management early in the project, we prevented the administration from having to manually update for weeks.

In our experience...

In our experience, document management is the forgotten stepchild of ERP projects. Everyone thinks about processes and data, but the output, the invoice your customer receives, is your company's business card. That deserves just as much attention.

Document management within ERP handles the automated creation, distribution and archiving of business documents such as invoices, packing slips and contracts. This accelerates administrative processes and ensures compliance with laws and regulations.

Output management determines how documents look and through which channel they are sent. This is important because the invoice or order confirmation is often the most visible point of contact with your customer.

Frequently asked questions about document management

ForNAV specializes in Business Central and offers native integration with BC processes. Lasernet is an enterprise platform suited for more complex scenarios and higher volumes. We advise based on your specific needs: document complexity, volume, integration requirements and budget.

We develop a master template system with your corporate identity, logos and branding. All document types (invoices, quotes, contracts) follow the same design principles. Version control ensures changes are rolled out in a controlled manner and all documents stay up to date.

Yes, we start with an audit of current templates and identify improvements in design, performance and compliance. Existing templates can often be optimized for speed, consistency and maintainability. We migrate to the new templates step by step.

We implement automated archiving with metadata, search functionality and audit trails. All documents are securely stored with access control and retention policies. We ensure compliance with GDPR, fiscal retention obligations and industry-specific regulations.

Optimized templates significantly speed up document generation, especially at high volumes. We optimize database queries, template structure and rendering processes. This results in faster invoice processing, shorter wait times and lower server load.

Get more information or schedule a conversation

Have a question about your document flows or templates? Our specialists are happy to help you find the right approach. Submit your question and we will schedule a meeting.

Document Management Request

Fill in the form below and receive a response about your current templates within 24 hours.

Direct contact

Location

Dorpstraat 71
5595 CD Leende
Netherlands

Response time

We strive to respond within 24 hours. For urgent matters, you can call directly.