Streamline the Future #2: Smarter Collaboration Through Electronic Document Management
Efficient teamwork begins with quick and easy access to the right documents. Whether it’s an invoice, an order, or a dispatch advice, different teams rely on the same data to keep business moving. Solutions like Comarch’s EDI and e-Invoicing applications help companies manage these processes and streamline daily collaboration. Let’s take a look at some of the features that make it possible.
Seamless Document Exchange Across Teams
In a modern businesses, documents move between many hands, and every team looks at them from a different angle. Accountants, buyers, technical staff—each role needs fast, reliable access to key information. Without the right tools, keeping everyone aligned can quickly become a challenge.
Comarch’s EDI and e-Invoicing applications bring order to this complexity. By centralizing document exchange and giving users full visibility into every stage, they make collaboration across departments smoother and more efficient—no matter how many documents or stakeholders are involved.
Drill Down in Business Widgets
Keeping track of document exchange is easier when you have the right tools at your fingertips. The Dashboard section in Comarch’s EDI/e-Invoicing platform lets users monitor document flows in real time through customizable widgets that display the current state of document exchange. You can quickly check for new errors and see with which partners you exchanged the most documents last month.
Need more details? Simply click on a specific element of a chart—for example, a particular date—to view the full list of related documents. With just one more click on the “Go to” button, you’ll jump straight to the list of documents represented by this piece of the chart.
Financial Data and Legal Statuses
The Dashboard lets you do more than just track document flows. You can set up widgets that group documents by their content and legal status, such as PDP statuses, and display a summary.
Financial data is just as easy to track. Business widgets can summarize key figures from exchanged documents—like total amounts to be paid or VAT summaries for a selected period. All the numbers you need are right at your fingertips, without digging through individual files.
Shareable Comments
When working with documents, quick communication can make all the difference. With Comarch’s applications, you can add comments directly to any document, making it easy to exchange information with your team or keep personal notes.
You decide who can see each comment: keep it private or share it with selected colleagues. It’s a simple way to keep everyone updated with the most recent information on your documents.
Notifications
Staying up to date doesn’t have to mean checking the system every hour. With Comarch’s applications, you can set up email notifications that alert you whenever a new document meets the criteria you choose.
You decide exactly what triggers a notification—from document type and direction to status, business entity, or even customized fields. This way, you can keep track of exchanged documents without interrupting your workflow.
Favorite filters
Finding the right documents quickly can save a lot of time, especially when you work with large volumes of data. With Comarch’s applications, you can create and save preset filters to easily access the documents you need. Once saved, your favorite filters are just a click away—no need to reconfigure settings each time. It’s a simple way to speed up your daily work.
Benefits of Smarter Document Management
Managing electronic documents doesn’t have to be complicated. With a wide range of practical features—from real-time dashboards and financial summaries to shareable comments and smart notifications—Comarch’s EDI and e-Invoicing applications help teams:
- Improve collaboration across teams with shared access and communication tools
- Increase transparency and control over document workflows
- Work faster and more efficiently by automating searches, monitoring, and notifications
- Strengthen control over financial and legal processes with data-driven insights
- Save time on everyday document handling tasks
By choosing Comarch, you’re not just optimizing document exchange—you’re building a smarter, more connected business environment that’s ready for the future.
If you’re looking for a way to streamline collaboration and stay in control of your document processes, contact us to discover how our solutions can support your business.
