Document Management

Document management system and digital archive
Every document, right next to the record it belongs to.

Record-linked document archive, versioning, permission-based access and branded print templates.

Features
Documents · [Record no.]
Recent activity
contract_v3.pdfLatest version
quote_form.docxAwaiting signature
invoice_[000].xmle-Document
What is a document management system?

An archive inside the record, not in a folder.

A document management system (DMS) is software for storing, versioning, searching and sharing company documents digitally based on permissions. Documents scattered across shared folders and email get lost and can end up in unauthorized hands.

In the Eruca ERP Document Management module, every document is linked to its record: the contract to the customer account, the waybill to the order, the balance sheet to the loan application. You don't need to search to find a document; when you open the record, its documents are right there. Each upload is stored as a new version, showing who uploaded it and when. Archiving rules can be defined in line with legal retention periods.

What it brings to document management
  • Time spent searching for documents drops to almost zero.
  • The risk of working from the wrong version disappears.
  • Unauthorized access is blocked, and every view is logged.
  • Paper, printing and physical archive costs go down.
  • Documents requested in an audit are found in seconds.
Features

What's in the document management module?

01

Record-linked archive

Documents are linked to records such as accounts, orders and applications; no searching required.

02

Versioning

Every upload becomes a new version; previous versions and who uploaded them stay visible.

03

Permission-based access

Only users authorized to view the record can open its documents.

04

Print templates

Invoices, contracts and forms printed with your corporate templates.

05

Full-text search

Search inside document content, with tag and type filters.

06

e-Document flows

Sending and archive tracking for e-Invoice and e-Archive documents.

07

Approval and signature flow

Documents go through an approval process; the version signed with an e-signature is locked.

08

Retention rules

Retention period, disposal date and archive report by document type.

Process flow

End to end, in a single flow.

Each step inherits the previous step's data; nothing is entered twice, and every transition is logged.

  1. 01
    Upload
  2. 02
    Classification
  3. 03
    Link to record
  4. 04
    Approval
  5. 05
    Archive
Who it's for

Who is the document management module for?

Financial institutions

Institutions that must keep application, contract and collateral documents audit-ready.

Legal and compliance teams

Teams tracking a contract portfolio with version and signature history.

Production and quality

Businesses working with technical drawings, quality certificates and procedure documents.

Human resources

Companies that must store personnel files in a KVKK-compliant, permission-based way.

Adapt with ErucaStudio Shaped to your business, with the core left intact. Edit print templates and document types in the template designer; every screen shares the same look. ErucaStudio Accelerate with ErucaAI AI works right inside the module. Classifies uploaded documents by type, reads their fields and fills in the relevant form as a draft. ErucaAI
FAQ

Frequently asked questions about Document Management

What is a document management system (DMS)?

A document management system is software where documents are stored digitally, versioned, searched and shared based on permissions. In Eruca ERP, the DMS is not a separate program but a module that works inside every record.

How many years should business documents be kept?

The Turkish Commercial Code requires commercial books and documents to be kept for 10 years, and the Tax Procedure Law (VUK) for 5 years. In practice the longer period usually applies; we recommend determining the right period for each document type with your accountant.

How do you build a digital archive?

Documents are scanned or uploaded directly in digital form, classified by type and linked to the relevant record. In Eruca ERP, AI can recognize the document type automatically and read the fields inside it.

How is access to documents restricted?

Documents inherit the permissions of the record they're linked to: if a user can't see the record, they can't see its documents either. Additional restrictions can be defined per document type, and every view is written to the audit trail.

Are electronic signatures supported?

Electronic signatures can be used in document approval flows; the signed version is locked, and later changes are stored as a new version.

Works together with
Credit and Financing Purchasing Finance and Accounting

See the Document Management module live.

With your own processes, in a 30-minute demo.