The path to a paperless office

Document storage (DMS) and template management

In the German cloud or on your own server
Over 35 years of experience in CRM, customer management & organization
With integrated AI agents
Your All-in-One solution

Overview of DMS & document template features

Create letters and documents in the blink of an eye

Letters and documents are standardized in work4all using predefined templates. Bookmarks fill in data from the customer or supplier address, the project and also actively from the employee.

There are no limits to your templates: correspondence, contracts, minutes, reports, project data sheets, etc.

Quick assignment via drag & drop

Documents can be stored in work4all via drag and drop from Outlook or Microsoft Explorer. They are saved in the digital customer, supplier, or project record and are available to every user. With the quick search, documents can be found instantly.

Project directories for project document storage

Project directories are clearly stored in work4all. The info windows match the folder structure of your project. The integrated explorer view of the project folder also gives you access to project documents that have been stored directly in Windows Explorer by external departments.

Dokumentenablage Grafik von Projektordnern und Plänen

Mobile access with the work4all app

Even while on the go, you always have all documents related to customers, suppliers, or projects at your fingertips. Photos can be taken with your smartphone and stored directly in the customer record — visible to all colleagues.

DMS/document templates

Feature overview

Convenient search functions

Individual text bookmarks and modules

Integrated mail delivery of documents

Mobile access via the work4all app

Individual document templates for letters, contracts, etc.

Freely definable document folders for photos, reports, plans, etc.

Drag & drop document storage for all file formats

Assignment of photos or scans in the work4all app

Bring your growing business processes into a digital home

work4all connects what belongs together: projects, customers, invoices, documents, articles, employees. Everything clearly integrated in one software system.

One control centre instead of lots of special tools and makeshift solutions
Experienced process and digitalisation specialists by your side
Easy to use for all department - even when you're on the move
“Transparent customer and project management, fair prices and DATEV integration make work4all a real home for our business.”
Foto von Andreas Steffens - Geschäftsführer unseres Kunden Steffens Systems GmbH
Andreas Steffens
Managing Director, Steffens Systems GmbH