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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Les informations recueillies sur ce formulaire sont enregistrées dans un fichier informatisé par Tessi documents services pour Gestion de clientèle. Elles sont conservées pendant 1 an et sont destinées au service marketing et au service commercial.
Conformément à la loi « informatique et libertés », vous bénéficiez d’un droit d’accès, d’opposition, de rectification, de suppression et de portabilité de vos données personnelles. Vous pouvez exercer votre droit en vous adressant au Délégué à la protection des données du Groupe Tessi (par mail : dpo.tessi@tessi.fr ou courrier : Tessi - 45 rue Saint Jean de Dieu - 69007 Lyon).

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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

Découvrir aussi

Multichannel capturing and digitisation

Convergence, traceability and compliance for incoming flows
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Electronic archiving, ECM and Big Data

Secure data, accessible information
Find out more

Electronic archiving for legal purposes

Ensure the integrity, durability, security and traceability of your sensitive data flows
Find out more