Document management

Documents live on the transaction, not in a folder

Documents are created in the process and stay there: versioned, approved, and audit-ready, without a separate DMS beside it.

Nuclos consolidates business processes and document storage on one platform. Documents are created in the process, stored in the DMS, and remain traceable for audits and reviews.

  • Stored on transactions
  • Audit-ready
  • Open source

Standalone DMS or documents on the transaction?

Folder structures and spreadsheets beside the ERP cost traceability and time.

Separate DMS
Nuclos

Storage

Storage:

Standalone DMS or folder structure beside the ERP

Storage:

Documents link directly to the order, project, or customer

Status & approval

Status & approval:

Approvals and version status in email or a spreadsheet

Status & approval:

Approval, version, and access in the same system as the transaction

System scope

System scope:

A standalone DMS is oversized for most use cases

System scope:

DMS capabilities inside the ERP, sized to what you actually need

DMS belongs in the process, not beside it

Documents and transactions in one data foundation, without a separate silo beside the ERP.

Many companies run an ERP for transactions and a separate DMS for files. Links break, approvals live in email, and audit readiness (opens in new tab) becomes manual discipline.

In Nuclos, documents attach directly to the business object: order, project, item, or customer. Same data foundation, same permissions, same audit trail.

What you gain

Open source, audit-ready, stored on transactions, and adaptable with low-code.

  1. Open source

    No per-user license for the DMS. You keep source code and data; customizations stay with you or your partner.

  2. Audit-ready

    Versions, approvals, and access are traceable. Documents remain findable for reviews and audits.

  3. On the transaction

    Invoices, drawings, and contracts link to the order or project. No hunting through separate folders.

  4. Adaptable

    Model folder structure, metadata, and approvals with low-code. AI accelerates configuration and extension, within the proven Nuclos framework.

Capabilities at a glance

From draft to archive: the four requirements that matter most day to day.

Versioning

Every change as a new version. You see who uploaded or approved which revision and when.

Approval & workflow

Approval steps for contracts, drawings, or QM documents. Status and owners are visible in the system.

Permissions

Roles and tenants control read, write, and approve access. Maintained centrally, not per folder.

Search & metadata

Structured attributes and full-text search across transactions. Fast access instead of file chaos.

Document lifecycle in Nuclos

From first upload to audit-ready storage on the transaction, in four clear steps.

  1. Capture

    Upload, scan, or automatic generation from the ERP process, for example invoices or delivery notes. Documents start directly on the right transaction.

  2. Review & approve

    Workflows for approvals, comments, and versions. Owners see open tasks in Nuclos.

  3. Use in process

    Documents and attachments in screens, lists, and reports. Staff work with current, approved versions.

  4. Archive

    Audit-ready long-term storage with traceability. Retention periods and access remain controllable.

What about my special case?

Where a standard DMS stops is where Nuclos gets started.

Retention & regulatory rules

Industry-specific retention periods are handled individually, not by rigid default.

Audit-ready archiving

Versions, approvals, and access stay traceable for tax reviews and audits.

Connect an external DMS

An existing DMS connects through open interfaces, instead of being replaced.

Custom approval workflows

Approval workflows for contracts or QM documents are adapted to your structure with low-code.

Your special case is exactly what Nuclos is built for.

Retention, compliance, and integration are solved with low-code inside the proven Nuclos framework, even when an external system stays in the picture.

A DMS that fits your process

We clarify requirements, existing documents, and the right entry point.

Open Source · Made & hosted in Germany · 25+ years of Nuclos