DMS module — Electronic document management

Centralize and find all your documents with eyeot's document management software

eyeot's DMS module brings your files together in a single space: upload, versioning, full-text search, organization and sharing. Every document links to your customers, equipment, tickets or employees, and is kept with its metadata and version history. S3-compatible object storage, a folder tree and automatic categorization for everyday use.

Owners and teams at small and mid-sized businesses who want to centralize quotes, contracts, site photos, proof-of-delivery records and HR files in a document management system connected to their ERP, instead of files scattered across desktops or network shares.

What you can do

Document versioning

Every upload or change creates a new version, retained with its own storage key. The history stays accessible so you can track how a file evolves over time.

Full-text search

A dedicated search service queries your documents by keyword, with filters and paginated results, so you can find a file without browsing the entire folder tree.

Folder and category organization

Organize your files in a folder tree. Automatic categorization by file name is applied on upload, with categories you can customize in the settings.

Link to any business record

A single document can be attached to one or more objects through a polymorphic link: customer, equipment, ticket, employee, order or project, across the ERP modules.

Internal and external sharing

Generate token-based sharing links, internally or externally, governed by a dedicated sharing permission and tracked with a notification.

Metadata and object storage

Name, MIME type, size, category and classification are kept for every document, stored as an S3-compatible object (MinIO) in a dedicated bucket.

Document analytics

The Intelligence module computes indicators on your document base: volume, file types and the accuracy of automatic classification.

Compliance & trust

GDPR — documents included in the right of access

Documents attached to an individual are included in the access and portability request export (DSAR) handled by the compliance module, so you can answer data-subject rights.

Archiving and retention rules

Define your categories and retention rules in the DMS settings. Every change creates a new version, with the history retained under its storage key.

Reversible deletion and traceability

Deletion is logical (soft delete), and sensitive operations such as reassigning a document are recorded in the audit log to preserve document integrity.

Works with your other modules

  • Recruitment — candidate documents transferred to the employee record on hire
  • Field service — automatic archiving of customer signatures captured on site
  • Delivery — indexing of proof-of-delivery (POD) records
  • Intelligence — document analytics (volume, types, classification)
  • Notifications — alerts on document upload and sharing

Frequently asked questions

Does the DMS keep a document's version history?
Yes. Every upload or change creates a new version, retained with its own storage key. The history stays available, so you can track how a file evolves and go back to earlier states.
Does search cover the content of documents?
The module offers full-text search with filters and paginated results. You find a document by keyword without manually browsing the folder tree.
How do I link a document to a customer, a piece of equipment or a ticket?
Through a polymorphic many-to-many link: a single document can be attached to several business records in the ERP (CRM, Stock, IT, HR, Maintenance, Projects...). The file remains accessible from each related record.
Can I share a document internally or externally?
Yes, by generating a token-based sharing link. Sharing is governed by a dedicated permission and triggers a notification, keeping you in control of distribution.
Are documents classified automatically?
Automatic categorization by file name is applied on upload. You can then define your own categories and classification rules in the module settings.
Where are files uploaded to the DMS stored?
Files are kept in S3-compatible object storage (MinIO), in a dedicated bucket. Each document keeps its metadata: name, MIME type, size, category and classification.

Go further

Try eyeot for free

eyeot is a French all-in-one ERP for small and mid-sized businesses, hosted in France and GDPR-compliant. Free for individuals (1 user, every module); simple team packs for companies.