Software > Business Management > Document Management Systems (DMS) > Findentity Office - DMS and CRM
Modular, expandable software for document, customer, task and dictation management

Findentity Office - DMS and CRM

Modular, expandable software for document, customer, task and dictation management

Version:  2024

 
 
 
 
 
 
 
 

Findentity Office – The Central System for Your Digital Document, Client, and Task Management

Findentity Office is a powerful, modular solution for modern office management. The software combines document management (DMS), client and contact management (CRM), and a comprehensive task and workflow management system – all within a single, user-friendly platform. It digitally maps all core business processes, enhancing efficiency, transparency, and traceability in daily operations.

Thanks to numerous integrations – including Microsoft Office, DATEV, RA-Micro, AnNoText, CGM M1, and MediStar – Findentity Office can be flexibly embedded into existing IT environments. Its universal interface ensures seamless synchronization with third-party applications.

Key Benefits at a Glance:

  • Unified system for documents, emails, appointments, mail, deadlines, tasks, and more

  • Integrated workflow module for structured task distribution and process control

  • Webakte for secure, GDPR-compliant document exchange

  • Time tracking with direct assignment to files, including cost calculation

  • Automatic reminders, follow-up tasks, and mail merge documentation

  • Optional direct dialing and postage calculation from within the system

  • Full support for the German special electronic mailbox for lawyers (beA)

Flexible for Any Industry:

Findentity Office is highly versatile – ideal for law firms, government agencies, property management companies, planning offices, and service-oriented businesses. It supports structured process management, audit-proof documentation, clear task delegation, and efficient communication. Its adaptability makes it suitable for both single-user setups and complex, multi-site organizations.

    Findentity Office in Detail:

    Findentity Office is a robust tool for managing incoming and outgoing mail, emails, documents, beA communication, plans, and more. It covers all key office tasks such as word processing, correspondence, client management, dictation, approvals, and file handling. The integrated workflow module provides centralized control over business processes, especially in areas like mail, appointments, deadlines, task tracking, client and contact documentation, and time/cost recording. The included Webakte module ensures secure and GDPR-compliant digital document exchange.

    Feature Highlights:

    • Centralized mail inbox

    • Incoming mail processing

    • Document editing

    • OCR text recognition

    • Email management

    • Outgoing mail processing

    • Webakte module

    • Scanner hardware integration

    • beA integration (German electronic lawyer mailbox)

    • Time tracking with file assignment and customizable hourly rates

    • Precise or rounded time recording

    • Full cost overview and profitability analysis

    • Step-by-step task completion with progress tracking

    • Auto-generated follow-up tasks (e.g. shipping, inquiries)

    • Record identical actions in multiple files with a single entry

    • Process tasks and incoming items in batch mode with optional direct dictation

    • Task reminders and automatic resubmissions

    • Optional direct calling from within a task

    • Optional automatic mail merge documentation

    • Optional integrated postage calculation

    Modular Expansion – More Possibilities with Findentity Dictate, Finder, and Enterprise

    Findentity Office serves as the core of your digital office infrastructure. For extended requirements, it can be seamlessly combined with Findentity Dictate (professional dictation management with optional Dragon speech recognition) and Findentity Finder (inventory and object tracking via RFID/barcode). For a fully integrated solution, Findentity Enterprise combines all modules into one powerful system. Its modular architecture ensures maximum flexibility, synergy, and a future-proof investment that grows with your needs.

    Interfaces:

    beA
    Customer-Relationship-Management
    DATEV
    Dokumentenmanagementsystem
    Dragon Spracherkennung
    MS Office
    Radiofrequenzidentifikation
    Schnittstelle zu Spracherkennungssystemen

    Target groups:

    The Findentity software can be used in all industries, e.g.

    • law firms,
    • medical practices,
    • hospitals,
    • architectural firms,
    • manufacturing companies,
    • Real estate companies,
    • administration,
    • authorities

    and many more.

    References:

    Our customers include, for example, law firms, companies and corporations of all sizes, banks, the healthcare sector, public utilities, associations, courts and public agencies. Customer-specific setup and customization of our systems are a matter of course.

    Contact information:
    Thax Software GmbH
    Mr. Thorsten Bartsch
    Geschäftsführer & Leiter Entwicklung
    Herr Thorsten Bartsch
    +49 30 890 641 40
    Contacting via e-mail
    Explore more about the software:
    Request online demonstration
    request meeting
    Software exposé
    request URL
    E-Mail-Contact

    Functions (excerpt) of Findentity Office - DMS and CRM:

    Access rights
    Accessories acquisition
    Acquisition lists, retirement lists
    Actual stock entry
    Actual stock transfer
    Ad hoc reports
    Additional database fields
    Address and contact lists
    Address Books
    Address management
    Alerts
    Appointment monitoring
    Archive access rights
    Archiving
    Assessments
    Asset management
    Asset management
    Audit-proof archiving
    Author Management
    Authorization management
    Authorization profiles
    Automation workflows
    Availability display
    Backup
    Barcode generation
    Barcode printing
    Barcode recognition
    Barcode scanner
    Barcode, RFID
    Bill of material archive
    Bill of material items
    Bill of material processing
    Bill of material processing
    Bookmark
    Calendar and appointment management
    Case Allocation
    Case Creation
    Case History
    Case management
    Case Tracking
    Cataloging
    Catalogs
    Categorization
    Central address management
    Central documentation
    Change documentation
    Change tracking
    Checklists
    Client management
    Client management
    Collaboration
    Color text passages
    Comment function
    communication
    Computer Telephony Integration (CTI)
    Contact management
    Contact persons
    Contact persons
    Contact planner
    Content overview
    Contract management
    Correspondence manager
    Creation and deletion of documents
    CRM
    CRM interfaces
    Customer Classification
    Customer data
    Customer history
    Customer management
    Customizing
    Damage management
    Data acquisition
    Data export
    Data import
    Data maintenance
    Data management
    Database
    Delivery addresses
    Deposit management
    Digital stationery
    DMS
    Document access
    Document annotation
    Document archiving
    Document classification
    Document display
    Document indexing
    Document input
    Document management
    Document signatures
    Document stamp
    Document templates
    Document workflow
    Documentation
    Documentation systems
    E-mail archiving
    E-mail attachments
    E-Mail dispatch
    E-mail integration
    E-mail invoice dispatch
    E-mail management
    Electronic files
    Electronic patient record
    Employee management
    Encryption
    Encryption options
    eSignature
    Excel import
    Export functions
    Favorites management
    File archiving
    File Manager
    File sharing
    Filing structures
    Filter function
    Form and document processing
    Form management
    Formatting
    Full text search
    Goods issue
    Goods receipt
    Header and footer texts
    Help texts for inventory functions
    Hierarchies
    Import formats
    Index management
    Indexing
    Inspection management
    Interaction Tracking
    Internal interfaces
    Inventory
    Inventory changes
    Inventory check
    Inventory data
    Inventory data collection
    Inventory display
    Inventory evaluation
    Inventory history
    Inventory label printing
    Inventory lists
    Inventory management
    Inventory management
    Inventory stickers
    Inventory update
    Invoices
    Invoicing
    IT Asset Management
    Item Capture
    Item properties
    Key management
    Keyword search
    Keywording
    Knowledge documents
    Label printing
    Lead management
    Lending Service
    Libraries
    Library management
    License management
    Logging
    Mail merge functions
    Mailing lists
    Mailings
    Maintenance
    Maintenance
    Master data indexing
    Master data management
    Materials management
    Metadata
    Migration of addresses
    Mobile asset and inventory management
    Mobile scanner
    Multi-Warehouse capability
    Multiple description
    Multiple links
    Notes
    Notification system
    Numerical search
    Object management
    Order data
    Order grouping
    Order history
    Order management
    Order processing
    Order processing
    Order status
    Order tracking
    Outgoing mail
    Overall documentation
    PDF creation
    PDF editing
    PDF file
    PDF Viewer
    Phone logs
    Photo documentation
    Preview
    Print archive
    Process barcodes
    Process management
    Processing status
    Production order management
    Progress Tracking
    Project documentation
    Project invoicing
    Project Management
    Project time recording
    Publications, News
    Queries
    quotation management
    Range search
    Real estate management
    Real-time search
    Recording reasons
    Reminder functions
    Rent management
    rental periods
    Reporting
    Reservation management
    Resubmissions
    Rights management
    Role Management
    Sample contracts
    Sample templates
    Save barcodes
    Scanner
    Scheduling
    Search
    Search strategies
    Security functions
    Serial number management
    Service call confirmations
    Software licenses
    Spreadsheet
    Stationery functions
    Status displays
    Status monitoring
    Stock and inventory lists
    Stock lists
    Stock withdrawals
    Storage location allocation
    Subcontractor Management
    Supplier management
    Synchronization functions
    Systematic logging and evaluation of processes
    Target and task tracking
    Task folder
    Task management
    Technical documentation
    Template management
    Template-based document creation
    templates
    Text integration
    Text Recognition (OCR)
    Text recognition results
    Text templates, sample texts
    Therapy planning
    Thumbnails
    To-do lists
    Transaction documents
    Transfer of index data
    Treatment history
    Treatment planning
    User and time stamp
    User management
    Vacancy management
    Variable support
    Viewer
    Wildcard search
    Word recognition automation
    Workbooks
    Workflow management
    Workflow status
    Working time management
    Working time monitoring

    Price

    from 17.50
    EUR
    plus 19% VAT (Germany)
    monthly
    Applies per workstation or user
    from 17.50
    EUR
    plus 20% VAT (Austria)
    monthly
    0
    EUR

    Get to know the software better! Request a video appointment for a personal presentation!

    Video appointment

    Technical specifications:

    Web-based:
    no
    SaaS, Cloud:
    no
    On-premises (local installation):
    yes
    Multi-user (network-compatible):
    yes
    Multi-client compatible:
    yes
    Maintenance:
    for a fee
    Customizing:
    possible for a fee
    First installation (year):
    1998
    Number of installations:
    >45.000
    Manufacturer based in:
    Germany
    Training:
    for a fee
    Hotline:
    for a fee
    Installation support:
    for a fee
    Documentation:
    Manual, Online Help, Technical documentation
    Dialogue language(s):
    German
    System requirements:
    Compatible operating systems (runs with):
    Win 11
    Win 10
    Win Server
    Mainframe based
    Unix based
    Linux based
    Mac OS
    Mobile OSs (supports):
    iOS
    Android
    Old Compatible Operating Systems:
    Win 8
    Win 7
    Win Vista
    Win XP
    Win Phone / Mobile
    Other requirements for soft- and hardware:
    Findentity: Operating system Microsoft Windows 7 to Windows 10 or Windows Server 2008 R2 to Windows Server 2019. Further system requirements may apply, which are listed in the product descriptions. SBC support (server-based computing) is provided by terminal server and Citrix capability, compatible with virtual machines (VM).

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