Visiativ Document


Organise and facilitate your information exchange through a dedicated platform

Efficient, optimised collaboration


Digital tools can improve business management to a significant degree. Indeed, data exchange relating customer files (customers, invoices, emails, etc.) is increasing. An EDM tool is now the key element that allows all documents related to internal management to be centralised within a single, shared database. This makes information management easier and better controlled.


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A tool for professionals


EDM (Electronic Document Management) meets the needs of many professionals. Whether you are an insurance agent or a chartered accountant, Visiativ Document is a powerful solution for digitising and centralising all your information in a single, shared database.


Visiativ Document features:


  • Dedicated filing plan
  • Client management
  • Advanced filing template management
  • Supports your office automation, capture and management system tools
  • Multi-channel document delivery and mobile access
  • Manages document validation cycles
  • Access control to documents
  • Centralises and digitises document management
  • Supports office automation and capture tools
  • Data security and confidentiality

The 4 keys to the solution’s success

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Increases the firm’s responsiveness

Automates data processing


Shares documents easily

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Secures files

They chose the Visiativ Document solution

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Insurance agents


An EDM (Electronic Document Management) tool and an easy-to-use customer portal provide for smooth, optimised information exchange. In this way, all your internal and external documents (contracts, certificates, emails, etc.) are part of a single, shared database. 


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Chartered Accountants


Visiativ Chartered Accountant Documents is an EDM (Electronic Document Management) application designed for chartered accountants.

This solution lets you to file and classify all paperless documents.Easy to use, this solution is a true time saver for all the employees in your accounting firm.


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visiativ document industry



Visiativ Document Industry is an electronic document management software that makes it easy to create a repository for the entire industrial sector.

The implementation of an EDM tool structures your tree structures according to the chosen criteria in which to save your documents.


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Visiativ Innovation Engine

Visiativ Document is a solution of Visiativ Innovation Engine.

Our cloud innovation platform offers a continuum of services for the digital, social and environmental transformations of SMEs and SMIs: services and solutions to plan, implement and manage your transformations, to enhance your competitiveness and business performance.

Solutions made for you

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Range Visiativ Transformer

Accelerate your business transformation

Take full control of all your transformation projects by arbitrating actions according to issues and priorities, all visualized in a dynamic roadmap.

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Range Visiativ PLM

Reducing time-to-market

Innovate and increase the efficiency of your industrial process through collaboration throughout the product life cycle.

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Range Visiativ Cyber

Taking control of your IT security

Manage the protection of your data and systems to ensure the sustainability of your business and ecosystem.

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