ecoDMS GmbH is releasing a new update for the document management system ecoDMS with Build 25.01. The main focus is the updated Template Designer, which is not only more powerful and easier to use, but also offers greater flexibility. The new feature for targeted creation of templates for e-Invoices enables even better document recognition and classification through intelligent evaluation of XML data.
The update is now available for all interested parties and customers.
Automated Document Classification with Enhanced Features in the Template Designer
The updated Template Designer helps users create individual Classification Templates. These ensure that documents are automatically recognized, correctly categorized, and – depending on the settings – immediately archived when imported into the archive.
New Template Options – Especially for Electronic Invoices
- With the setting "Only apply for e-Invoices", a template is used exclusively for electronic invoices.
- The option "Apply to all e-Invoices" ensures that the template is automatically applied to all e-Invoices – regardless of keywords or layout.
- Also new: with the update, all readable XML data from an e-Invoice can be used for classification in the template.
- The XML data is available as possible values for pre-classification as soon as a valid e-Invoice with XML is detected. This makes the automatic recognition and storage of e-Invoices even more reliable.
Flexible Attribute Population for Even More Control
Depending on the field type (e.g., text, date, folder), content can be automatically adopted from different sources:
- File name of the archived document
- XML data from e-Invoices
- Text recognition (OCR) from marked areas in the document
- Manual entry via the classic free-text field
Individually Usable Free-Text Fields
Free-text fields can be manually filled with any text. In addition, these fields can also be automatically populated with additional values:
- with the file name
- values from the XML of an e-Invoice
- recognized text sections via OCR
Multiple values can also be used simultaneously when populating the attribute.
Automatic Folder Assignment
ecoDMS can automatically assign documents to the appropriate archive folder based on XML or OCR data – for a structured and efficient filing system.
Automatic Date Field Population
Important information such as invoice date or due date can be automatically read:
- from the XML file
- via OCR
- using predefined values
Test the ecoDMS Document Management System Now – or Update for Free
Those who want to get to know ecoDMS can now test the current release for 30 days free of charge and without obligation – with the full feature set.
For existing customers with a valid license and active update period, the update is of course free of charge. During this period, users receive all new versions and features at no additional cost.
New customers can purchase a license starting at 89.00 EUR incl. 19% VAT in the official online shop and benefit from a powerful, future-proof DMS solution.