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Document management area
Every document where it belongs.
From the automatic inbox through OCR recognition to the audit-proof archive – every document is linked to its record, its process and its follow-up, and findable by full text in seconds.
Fax 000 00 / 00 00-9
Mail info@muster-partner.example
USt-IdNr. DE000000000
Muster Handels GmbH
Postfach 44
12345 Musterstadt
Invoice
For the following services performed on your behalf, I hereby charge in accordance with StBVV:
| Description StBVV (§, Abs., Nr.) | Period | Object value | Rate | Tab. | Amount |
|---|---|---|---|---|---|
| Preparation of annual financial statements 2025 § 35 Abs. 1 Nr. 1 a StBVV | 2025 | 75.000,00 EUR | 1,00/10 | A | 149,60 EUR |
| VAT advance return IV/2025 § 24 Abs. 1 Nr. 8 StBVV | 2025 | 12.500,00 EUR | 2,00/10 | C | 61,00 EUR |
// Document preview in document management – archived document right in the panel, in brand colors, with the full screen tree & neutral sample data
Features
Filing that thinks along
Documents come in, are recognized, assigned and linked – and stay findable in an audit-proof way.
Automatic inbox
Email attachments, scans and uploads land centrally in the inbox and are automatically assigned to the right client.
OCR & full text
Every page becomes searchable. Invoice number, amount and date are recognized and offered as a suggestion for assignment.
Linked documents
Document, record and process belong together: from the invoice you jump to the order and goods receipt in one click.
Follow-up on the document
Deadlines and tasks right on the document – review, approval or query land automatically in the follow-up.
Permissions
Visibility by document type, storage location and role. Sensitive documents are seen only by the authorized.
Audit-proof archive
Immutable storage with retention periods and a complete log – set up GoBD-compliant.
See document management in mercaware live.
We’ll show you the inbox, archive and document chain in a personal demo – with your own document types.