Support

FilesApp Documentation and Service Description

How FilesApp works

The FilesApp software offers the possibility of an AI-supported, generic file management system with enterprise search functions, system integration and automation options in one app.

File management is easy and secure with the FilesApp. It can be integrated into existing workflows and processes.

The FilesApp also creates the possibility to implement optimized file management: Digitization and automation are brought to a new level with the FilesApp and at the same time requirements regarding data protection and IT security are met.

Numerous storage systems, e.g. several SharePoint instances can also be connected to the FilesApp, thus enabling the structured storage and retrieval of files in all connected storage systems. The connections to the storage systems are referred to as connections in the FilesApp.

All user and authorization specifications of the connected storage systems are taken over by the FilesApp, so that neither further authorization administration is required nor that users can access files for which they do not have authorization in the storage system.

File management is carried out on the basis of defined document types with their tags and predefined directory and file name conventions, which can be administered individually with the appropriate authorization.

The integrated AI learns about recurring templates based on the files uploaded via the FilesApp and can recognize both document types and the defined tag contents. The users only have to carry out a plausibility check for the recognized contents and assignments and no longer have to spend any effort on the correct directory selection and the assignment of file names. The files can be found via FilesApp after upload.

The files are stored in the storage system defined by the users or the company specifications, the FilesApp does not store any files.

The completely automated storage of files, for example by means of workflows or systems connected via API, is also possible.

Via its API and SDK, the FilesApp enables connection, integration and automation with corresponding other applications, such as ERP systems, workflow management, and much more. For example, Microsoft SharePoint can be used by the FilesApp as a storage system for a DMS if the system used offers a modern API.

A list of the functionalities and the direct comparison of the product variants can be accessed via http://filesapp.com/pricing/ .

Upload process by the users

The user selects a document type via FilesApp and assigns the relevant tags or has them filled by the AI.

FilesApp specifies the directory and file name for storage on the endpoint using the specifications defined for the document type.

According to the definitions, the document is stored directly in the defined storage system and directory with the specified file name.

Process in the connection of systems

When outputting an operation in the system, the user selects the definition with FilesApp in the output control.

The tags are generated automatically, and FilesApp specifies the directory and file name for storage on the endpoint using the specifications defined for the operation.

The document is stored according to the defined specifications directly in the defined storage system and directory with the specified file name.