EDM, work flow and case management

EDM, workflow

and case management

Gestion de contenu Tessi DOCUBASE

Professional needs for the automation of processes and sharing information are developing. Tessi Docubase is the benchmark on the EDM and content management solutions market. It optimises business productivity by combining the functions of document management, work flow, case management and electronic archiving.

  • Electronic Document Management (EDM) with a professional focus
  • Various search and viewing methods
  • Work flow, case management: modelling and automating processes
  • ISO 14-641 electronic archiving
  • An open and interoperable technical architecture
  • Available in license mode or through a hosted platform
Picto caractéristiques Tessi
  • 30 to 40% increase in the speed of finding information
  • 30% gain in business productivity
  • Automation of business and documentation procedures
  • Secure access to documents
  • 40% savings in archiving costs
Picto bénéfices Tessi

Functions and uses

Multichannel flow acquisition

Capturing electronic and paper flows from paperless exchanges or various professional applications.


Manual or automated indexing

Manual indexing by means of a data entry, classification and automatic indexing using integrated, automated document recognition and reading tools.


Research and viewing

Searching using multiple forms with results presented in a list or filing plan, and viewing in single or multiple windows.


Work flow and management

Graphic modelling of document processing procedures, automating tasks, approval and production monitoring.


Case Management

Automation of business rules: managing rejections or anomalies, template libraries, sending notifications for actions, etc.


Electronic archiving system

Secure and durable archiving system, document life cycle management and archiving for legal purposes using a digital safe.


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EDM, workflow and case management

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Identity of the controller

Controller: Tessi Documents Services, SAS with its registered office at 116 rue de Silly, 92100 Boulogne Billancourt, entered in the Nanterre Trade and Companies Register under number: 326 803 582, referred to below as "Tessi" acting in its name and on its own behalf and in the name and on behalf of subsidiaries of the Tessi Group;
Purpose of the processing

The purposes of Tessi’s processing are as follows:

• identification and authentication of the user;

• management of relationships with prospective customers and customers;

• technical and/or commercial support;

• meeting Tessi's legal and/or regulatory obligations;

producing statistics, analyses and studies on Site traffic;

• communication via contact forms;

• possibility of recruitment.
Exercise of the rights of data subjects

You have a right of access, rectification, erasure, objection (including the right not to be subject to a decision based solely on automated processing) or, as appropriate, the withdrawal of your consent at any time, as well as the right to the limitation and portability of your personal data. You can exercise your rights by contacting the Tessi Group’s Data Protection Officer (see «Tessi Group DPO contact details»). Your request must include your first name, surname, email or postal address, and be signed and accompanied by valid proof of identity.

If, after contacting our DPO, you do not feel that your rights have been observed, you may submit a claim online or by letter to CNIL (the French Data Protection Authority).

For further information about your rights, please visit our personal data protection page.


Electronic management
of policy holder files and flows

We chose Tessi DOCUBASE for the simplicity, the exhaustiveness and the flexibility of their solution, which they were able to adapt to our organisation and our professional requirements. The assistance with change management offered by Tessi at every stage of the project was one of the key factors in making it a success.
See the customer case study

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Electronic archiving for legal purposes

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