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Document management for businesses

JobersDoc — all your company’s documents, to hand and linked to the ERP

Invoices, delivery notes, orders, contracts, certificates, drawings and Outlook emails in a single archive, organised by company, department, type and a folder for each customer or supplier. They are filed from the ERP, with the filing assistant, from a phone or with the office scanner; found in seconds and viewed without downloading. Everyone sees only what they should, and every view is logged.

Filed from the ERPPhone and scannerView without downloadingCase filesPermissionsAudit trail

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JobersDoc

18,432 documents filed

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Factura F-2026/0847.pdf

Purchase invoice — 09/10

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RE: Confirmación de pedido P-0842.msg

Email — 09/10

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Planos obra C/ Mayor 14.zip

Drawings — 08/10

Real screens · sample data

How JobersDoc works

Documents: the list with the preview alongside

The record: type, department, folder and case file

An Outlook email, read without downloading it

What a zip file contains, file by file

Several at once: ZIP, a single PDF, email or case file

The filing assistant and uploading from a phone

Audit trail: who did what and when

A folder for each customer, supplier and bank, linked to the ERP

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File from anywhere

From the ERP when the document is saved, with the assistant, by dragging the file, with a phone photo or with the office scanner.

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Instant search

Quick search, column filters and search by content or keywords, even across tens of thousands of documents.

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View without downloading

PDFs, images, Outlook emails with their attachments and the contents of zip files, all in the same preview panel.

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Folders and case files

Each customer, supplier or bank has its own folder; the documents for a project or an order are grouped into a case file.

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Sub-documents

Attachments hang from the main document: the invoice together with its delivery note and goods-received sheet.

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Bulk actions

Select several documents and download them as a ZIP, merge them into a single PDF or email them as attachments.

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Access control

Each user sees the document types for their level and the departments assigned to them; adding documents is a separate permission.

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Multi-company

Several companies in a single installation, each with its own departments, document types and folders.

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Audit trail

Additions, views, changes, emails and deletions logged with user, date and document, plus statistics.

Definition

What business document management is and why it makes the filing cabinet obsolete

Document management (DMS, Document Management System) is the system a company uses to file, organise, find and control access to its electronic documents: invoices, delivery notes, contracts, certificates, drawings, correspondence. It replaces physical folders and Drive folder trees with structured classification based on metadata, linked to the rest of the company’s software.

JobersDoc is built in from the start with the Jobers ERP and JobFinan: they file what they generate automatically and open the original from the invoice, the order or the journal entry, without switching programs. Multi-company and multi-department, with a filing assistant, upload from a phone, direct scanning, advanced search and a record of every access.

Use cases

Documents that JobersDoc files and finds

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Invoices and delivery notes

The ones the ERP files automatically and the ones that arrive on paper or by email. Any invoice, found in seconds and opened from its ERP record.

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Contracts and legal documents

Employment and commercial contracts, powers of attorney and agreements, visible only to those with the right level and department.

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Project and site documentation

Drawings, specifications, certificates, work reports and deliverables, grouped in the project’s case file and in the customer’s folder.

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Certificates and technical data sheets

Quality certificates, CE marking and product data sheets, in each supplier’s folder and one click away.

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Important emails

Outlook emails filed with their attachments, readable without downloading them or opening Outlook.

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Audits and inspections

An auditor or inspector can access the requested documents in minutes, not days.

Frequently asked questions

What people ask us most about JobersDoc

How is JobersDoc different from a company Drive or SharePoint?

Drive and SharePoint are general-purpose stores: they sort files into folders and let you share them. JobersDoc adds what a company working with an ERP needs: classification by company, department, type and a folder for each customer or supplier, links to ERP records, search by data and by content, viewing emails and zip files without downloading, permissions by level and department, and a record of who views each document. Documents are stored in your company’s database, alongside the ERP.

Can it scan documents directly?

Yes, in three ways: with the office network scanner (eSCL compatible, with a small agent on the PC and a multi-page feeder), with a phone camera by scanning a QR code from the assistant, or by dragging in the scanned file. The document goes in with its type, department and folder in a single step.

Does it link to the ERP?

Yes. The Jobers ERP and JobFinan automatically file what they generate — invoices, payment receipts, signed documents — in the customer’s or supplier’s folder, and open the original from the invoice, the order or the journal entry. Each folder carries the customer’s or supplier’s code in the ERP, so nothing is duplicated and there are no parallel folders.

Can documents be viewed without downloading them?

Yes. PDFs and images are shown in the preview panel; Outlook emails (.msg) are displayed with sender, recipients, text and attachments; and for a zip file you see the list of files and can open any of them. Word and Excel files are downloaded or, with the agent installed, opened directly in the program on the PC.

How is access controlled?

With three keys: the user’s level (low, medium, high or full) decides which document types they see; their assigned departments, which part of the archive; and a separate permission, whether they can add documents. Every addition, view, change, email or deletion is logged in the audit trail with user, date and document.

Can it keep invoices for the legally required period?

Yes. Documents are stored in the company’s database with their date, type and access record, and can be found at any time for an inspection. They do not expire: they are kept for as long as the company decides.

Want to find any document in seconds?

A personalised demo with your own documents. No obligation.

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