Document Management
Store, share and edit your documents securely from Neoffice. Real-time collaborative editing, company wiki and structured archiving — your centralised document workspace.
Folder tree & granular access
Organise your files in a folder tree with fine-grained access control by role, department or user. Read-only, editing or administration permissions for every level of the tree.
Automatic versioning
Every modification automatically creates a new version. View the full history, compare two versions and restore any previous version in one click. No document is ever lost.
Collaborative Word/Excel/PowerPoint editing
Open and edit your Office files directly in the browser. Work simultaneously with coloured cursors and real-time synchronisation. Compatible with Microsoft 365 and LibreOffice.
PDF annotation
Annotate, highlight and comment on your PDF files directly in Neoffice. Add stamps, signatures and notes. Share your annotations with colleagues without leaving the platform.
Company wiki
Document your processes, procedures and best practices in a collaborative wiki with a rich editor. Full-text search, cross-links between articles and revision history for a living knowledge base.
Legal archiving
Archive your documents with classification by categories, metadata and retention dates. revFADP compliance with full access and modification traceability. Structured export for audits and inspections.
Your documents under control
in 4 steps
Upload & import
Upload files by drag-and-drop or bulk-import from your drive or cloud. Metadata (date, author, type) is extracted automatically.
Filing & organisation
Place each document in the appropriate folder. Add tags, categories and custom metadata for structured filing and fast retrieval.
Editing & collaboration
Edit documents alone or with others in real time. Annotate PDFs, comment on Office files and track every change through automatic versioning.
Archiving & compliance
Define retention rules and archive documents according to your legal obligations. Full access traceability and structured export for audits.
Documents connected to all your activity
Neoffice document management is integrated into every process of your business.
Documents linked to invoices and orders — every commercial transaction has its attachments accessible in one click from Accounting
Nora AI searches your documents — ask the AI assistant to find a contract, invoice or report in natural language
Secure sharing with your partners — send password-protected sharing links with an expiry date
Wiki connected to Training LMS — wiki articles serve as course materials for your learning paths
One simple price, all inclusive
Everything your SME needs to get started, no surprises.
Neoffice Management
The all-in-one cloud ERP for your SME
Monthly billing — no commitment
1 company · 1 user
- Sales & Swiss QR Invoicing
- CRM & Client Relations
- Purchasing & Suppliers
- Stock & inventory management
- Project management & tasks
- Multi-currency accounting & VAT
- Point of Sale (till)
- Website & online sales
- HR & Swiss payroll (SwissDec)
- Helpdesk & Client support
- Nora — Integrated AI assistant
- Document management (DMS)
- Analytics & Dashboards
- Automation & Workflows
- Online training (LMS)
- Communication & Messaging
- Mobile application
- Swiss compliance (nFADP, VAT, QR)
- Swiss cloud infrastructure
- Work sheets & Bookings
- Updates & improvements included
- Standard support included
No commitment · No credit card
Need tailored support?
Explore our complementary services →Why pay for 11 tools when one is enough?
Neoffice replaces the software you are already paying for — at a single price.
11 subscriptions · 11 invoices · 11 logins
tout compris
d'économie / mois
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outils remplacés par un seul
Questions fréquentes — Document Management
Can Office files be edited directly in Neoffice?
Is versioning automatic?
How does access control work?
Are documents indexed for search?
Is archiving compliant with the revFADP?
Modules complémentaires
Nora — AI Assistant
Your intelligent assistant integrated into Neoffice. Chat with Nora via chat, WhatsApp or email in natural language, give her orders, automate document extraction and explore your business data with specialised AI agents.
En savoir plus
Analytics & Reporting
Drive your business with interactive dashboards and real-time reports. KPIs, custom charts and one-click exports — all your business data at your fingertips.
En savoir plus
Automations & Workflows
Multi-step approval workflows, automatic actions and scheduled tasks. Advanced n8n integration with 800+ connectors to automate all your business processes.
En savoir plusIntéressé par Document Management ?
Discutez avec Nora, notre assistante IA, pour nous parler de votre projet.
- Vos idées sont en sécurité avec nous.
- Nous répondons rapidement.
- Vous travaillerez avec les meilleurs.
Propulsé par IA locale — vos données restent en Suisse