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Document management · EDRMS · cloud

Document management(EDRMS)

We replace shared folders and paper files with one controlled repository: every document captured, tagged, approved, traceable and kept for exactly as long as your rules say.

Draft (9)
DOC-214

Supplier contract · renewal

In review (4)
DOC-209

HR policy v3.2

Published (12)
DOC-198

Quality manual v5.0

Why organisations deploy their EDRMS with us

  • Since 2007with 1,500+ active cloud customers across the Middle East.

  • Process firstwe map your document types, approvals and retention rules before configuring anything.

  • Security built inrole-based access, multi-factor sign-in, encryption at rest (AES-256) and in transit (TLS).

  • Offices in Dubai, Muscat (head office) and Dohawith training in English and Arabic.

A document management system (DMS) stores, versions, searches and routes business documents in one controlled place; an EDRMS adds records rules such as retention, legal hold and secure disposal. Gulf Infotech, serving organisations across the Middle East since 2007, architects and deploys a cloud EDRMS covering the full document lifecycle, from capture to disposal.

DOC- Company documents

NameTypeOwnerVersionStatus
Supplier contract · renewal.pdfContractv2.1Checked out
HR policy · leave and travel.docxPolicyv3.2In review
Invoice batch · October.xlsxFinancev1.0Approved
Site handover report.pdfReportv1.4Approved
Quality manual.docxManualv5.0Approved

What is a DMS or EDRMS, and do you need one?

A DMS replaces shared folders and paper files with a repository where every document has an owner, a version history, permissions and searchable details such as client, contract number or department. An EDRMS goes further: it treats some documents as records, keeps them for a set period, blocks edits or deletion, puts them on legal hold when needed, and records when they are finally destroyed.

You likely need one if staff waste time hunting for the latest version, approvals still travel on paper or by email, or an auditor, regulator or client asks you to prove how long you keep records and who changed them.

What does the central repository look like?

One place for every document, organised the way your organisation works.

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Folder hierarchy and tags

departments, document types and projects as folders, with tags across them.

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Capture from anywhere

drag and drop, bulk upload, documents sent in by email, and scanner integration for paper.

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Arabic and English

a full Arabic interface with right-to-left layout, alongside English.

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Version control

check-out while you edit, check-in a new version, see the full history and roll back.

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Preview and share

open documents in the browser, on desktop or mobile, without downloading copies.

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Optional AI

automatic classification and OCR, so scanned pages become searchable text.

How do metadata and search find a document in seconds?

Every document carries structured details, so you search the way you think: "all supplier contracts for Muscat expiring this year".

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Custom metadata fields

document type, department, client, contract number, expiry date or any field you define, set as mandatory where it matters.

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Classification

documents filed against your classification scheme, by hand or with AI suggestions.

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Full-text search with filters

search inside documents, including OCR text from scans, then filter by any metadata field, date or owner.

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Saved searches and dashboards

the views each team uses every day, one click away.

How does an approval workflow run?

Workflows are configured, not coded, so each document type follows its own route.

Rollout plan

  1. SubmitStep 1

    the author uploads the document, fills in the metadata and starts the workflow.

  2. ReviewStep 2

    reviewers comment or request changes; each round becomes a new version.

  3. Maker-checkerStep 3

    a second person checks and confirms before anything is final, so no one approves their own work.

  4. ApproveStep 4

    approvers sign off in order or in parallel, by role, amount or department.

  5. Publish and notifyStep 5

    the approved version is locked and published; the people who need it are notified.

  6. RecordStep 6

    every step, decision and comment is written to the audit trail.

What does the audit trail record?

Takeaway: when an auditor asks "who approved this and who has seen it since", the answer is one report, not a week of emails.

EventWhat is recordedWhy it matters
Created or uploadedWhat is recordedWho, when, from where, which versionWhy it mattersProves where a document came from
Viewed or downloadedWhat is recordedWho opened it and whenWhy it mattersShows who has seen sensitive files
Edited or new versionWhat is recordedWho changed it, when, previous version keptWhy it mattersAccuracy and integrity of records
Approved or rejectedWhat is recordedWho decided, at which step, with commentsWhy it mattersAccountability and segregation of duties
Permission changedWhat is recordedWho granted or removed accessWhy it mattersLeast-privilege access you can prove
Retained, held or disposedWhat is recordedWhich rule applied and whenWhy it mattersProof for auditors and regulators

How are retention, legal hold and disposal handled?

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Retention policies

each document type keeps its own period, for example seven years for financial records, starting from a date or an event such as contract end.

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Legal hold

freeze documents linked to a dispute or investigation so nobody can change or delete them until the hold is lifted.

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Archival

documents past their active life move to the archive, still searchable for those allowed to see them.

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Secure disposal

at the end of the period, documents are reviewed and destroyed, with a record kept of what was disposed and when, which supports requests to erase personal data.

Which security controls does it give you?

Your compliance team decides the requirements; we configure the platform to match. Certification of your organisation remains your own process.

CapabilitySecurity controlWhat it gives your compliance team
Classification and metadataSecurity controlClassification and labellingWhat it gives your compliance teamData sorted by category and purpose
Access controlSecurity controlAccess control, identity managementWhat it gives your compliance teamRestricted access to data
Storage and encryptionSecurity controlCryptographyWhat it gives your compliance teamProtection and encryption of data
Version controlSecurity controlProtection of recordsWhat it gives your compliance teamAccuracy and integrity
Workflow and approvalSecurity controlSegregation of dutiesWhat it gives your compliance teamAccountability
Audit logs and monitoringSecurity controlLogging and monitoringWhat it gives your compliance teamAccountability, incident detection
Retention and archivalSecurity controlDocumented informationWhat it gives your compliance teamRecords kept for the period you set
Secure disposalSecurity controlInformation deletionWhat it gives your compliance teamRecords removed when you decide

How does it connect to your other systems?

The platform is API-first: REST APIs and webhooks connect it to your ERP, CRM, HR system, email and digital signature tools, and single sign-on (SAML or OAuth) lets staff log in with their company account. It runs in the cloud, or in your own local data centre if you prefer, with high availability, automated daily backups, geo-redundant storage and disaster recovery. Staff need only a web browser; scanners and API access are optional.

How do we deploy it?

You digitise paper and confirm the metadata for your documents; we provide the bulk-upload tools, templates, metadata configuration and guidance. Durations are estimates that depend on document volumes, departments, workflows and how quickly decisions are made.

Rollout plan

  1. Requirement analysisStep 1

    document types, departments, approval routes, retention schedule and who may see what.

  2. System configurationStep 2

    folders, metadata, workflows, roles, permissions and retention rules.

  3. Data migrationStep 3

    documents from file servers, shared drives and scanned archives loaded with bulk-upload tools and metadata templates.

  4. Integration and testingStep 4

    single sign-on and the systems you connect, tested with real documents.

  5. User trainingStep 5

    sessions for end users, approvers and administrators.

  6. Go-live and supportStep 6

    one department first, then the rest, with support from our team.

How much does a document management system cost?

We quote the EDRMS for your organisation after the requirement analysis, based on users, storage and the modules you need. Licences are one part of the cost. Deployment and configuration, migration of existing documents, training and support are separate, paid components that we scope and quote with you, in your local currency.

Document management in your country

Frequently asked questions

  • What is a document management system?

    A document management system is software that stores business documents in one place with version history, permissions, metadata search and approval workflows. An EDRMS (electronic document and records management system) adds records rules: retention periods, legal hold, protection from edits or deletion, and a record of disposal. Gulf Infotech architects and deploys a cloud EDRMS for organisations across the Middle East.

  • What is the difference between a DMS and an EDRMS?

    A DMS manages working documents: storing, versioning, sharing and approving them. An EDRMS also manages records, the documents you must keep as evidence. It applies retention periods, places documents on legal hold, stops records from being changed or deleted, and keeps proof of when they were destroyed. Government bodies and regulated firms usually need EDRMS features.

  • Can it handle our paper archive?

    Yes. Paper is scanned through scanner integration or uploaded in bulk, and optional OCR turns scanned pages into searchable text. You (or a scanning provider you choose) digitise the paper and confirm the metadata; we provide the bulk-upload tools, metadata templates and guidance, and load the files into the right folders with the right permissions.

  • How secure is it?

    Access is role-based, down to department and hierarchy level, with multi-factor sign-in. Documents are encrypted at rest with AES-256 and in transit with TLS, each customer's data is isolated, and every view, change and approval is logged. It includes daily backups and disaster recovery.

  • How long does setup take?

    It depends on how many document types, departments and approval flows you have, and how much paper or file server content must be migrated. A single department is a short project; a company-wide records schedule with a large scanned archive takes longer. We agree phases after the requirement analysis and usually start with one department as a pilot.

Bring order to your documents and records

Tell us what you store today, who approves what and how long you must keep it, and we will show you the EDRMS working on your own document types.

Book a free consultation

Tell us what you are working on. A consultant replies within one working day.

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