One Searchable Home for Every Document
A centralized system to store, organize, version and retrieve business documents, with access control and search built in, replacing scattered shared drives and email attachments.
50+ ERP and software projects. Zero failed projects since 2021.
Shared drives and email attachments make documents hard to find
The right contract or report is often somewhere: a shared drive, an inbox, a colleague's desktop. A single searchable library, with versions and access control, ends the search.
Every document organized in one searchable place
Documents scattered across shared drives, email attachments and personal folders get consolidated into one library, organized by department and document type, so anyone with access can find what they need.
- Consistent folder structure by department.
- Search by name, type or content.
- No more asking a colleague to resend a file.
Every edit kept as a version, every document access-controlled
Each change to a document is kept as a new version rather than overwriting the last one, and access is limited to the people and teams who should be able to see or edit it.
- Full version history on every document.
- Access limited by role or team.
- A record of who viewed or edited what.
Files, folders and versions, organized and searchable
Illustrative library. Your actual folder structure depends on your departments and document types.
From scattered files to one searchable library
Storage, search, versions and access, in one place
Central storage
One library for documents that used to sit across drives and inboxes.
Search and retrieval
Find a document by name, type, folder or content in seconds.
Version history
Every edit kept as a new version, with the previous ones still available.
Access control
Only the people and teams you choose can view or edit a document.
Migration from shared drives
Existing files moved out of scattered drives and email attachments.
Audit trail
A record of who viewed, edited or approved each document.
What a document management system changes day to day
Why teams use a document management system through TCB Infotech
Document Management System, answered
What is a document management system?
How is this different from a shared drive?
What happens to our existing files?
Who can see or edit a document?
Can we find a document by its content, not just its file name?
Does this replace our ERP or CRM?
Bring Your Documents Into One Library
Tell us where your documents live today, shared drives, inboxes, personal folders, and we will show you what a single library would look like.
Book a Free Consultation →No commitment. See a folder plan before you decide.
How the Document Management System Works
From scattered files to one library with access control, versions and search. Here is how we set it up, in order.
Access, migration and search, in that order
Permissions set by role, before a single file moves
Before migration starts, we agree who can view, edit or approve each folder or document type, so the library is access-controlled from the first file onward.
- Permissions set by role or team.
- Sensitive folders restricted by default.
- Access reviewed as teams change.
Existing files moved in, with version history intact
Files are migrated out of shared drives and email attachments into the agreed folder structure, and every later edit is kept as a new version rather than overwriting the last one.
- Existing files organized during migration.
- Version history starts from day one.
- Previous versions stay recoverable.
Any document found by name, type or content
Once the library is live, a document is found through search rather than a memory of which folder or drive it was saved to, or a message asking a colleague to resend it.
- Search by name, type, folder or content.
- No more resend requests over email.
- Retrieval logged for audit purposes.
Everything included in the engagement
Central storage
One library for documents that used to sit across drives and inboxes.
Search and retrieval
Find a document by name, type, folder or content.
Version history
Every edit kept as a new version, previous ones intact.
Access control
Only the people and teams you choose can access a document.
Migration from shared drives
Existing files moved out of scattered drives and inboxes.
Audit trail
A record of who viewed, edited or approved each document.