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TO SHAPE THEIR FUTURE
seamless IT integration and tailored migration solutions to drive your business forward.
Centralised Access
Link documents to SAP objects and retrieve them instantly from core business transactions.
Compliance & Security
Keep all documents secure, version-controlled, and audit-ready with defined access rights.
Enhanced Collaboration
Enable teams to manage and share up-to-date documents across departments effortlessly.
// Document and Folder Management
Organise, Secure, and Access SAP Documents Intuitively
Document and Folder Management for SAP by Enterprise Data Insight is a robust, enterprise-ready solution that enables organisations to manage and organise their documents with precision and control—directly within the SAP environment. By introducing folder-style navigation, document versioning, SAP document access control, and seamless integration with SAP ArchiveLink and Microsoft SharePoint, our solution transforms how users across departments interact with critical documents.
Whether you’re managing purchase orders, sales contracts, project documentation, technical specs, or HR records, this tool brings structure and visibility to your document ecosystem, supporting compliance, collaboration, and efficiency at every stage of your SAP processes.
// Document and Folder Management
What is Document and Folder Management?
Document and Folder Management is a user-centric document handling framework designed to bring traditional file system logic into SAP. This means businesses can create logical, folder-based document structures that align with SAP business objects—such as sales orders, purchase orders, vendors, projects, equipment, and employees—enabling teams to organize, upload, and access files in a way that mirrors how people naturally work.
Each folder can store multiple document types (PDFs, Word, Excel, images), and supports version control, metadata tagging, access permissions, and deep integration with SAP’s process flows. Whether you’re on SAP ECC or transitioning to S/4HANA, this solution helps you keep your content centralized, structured, and secure.
Enterprise Data Insight accelerate the acquisition process using:
- Full Role & Authorization Analysis: Review of SAP roles, composite roles, and user assignments to detect SoD violations.
- Custom SoD Ruleset Review: Evaluate or build SoD conflict rules based on your business processes and compliance needs (SOX, GDPR, etc.).
- Transaction-Level: Conflict Identification Pinpoint access conflicts at the transaction and authorisation object level.
- Prioritized Risk Reporting: Risk-ranked findings with actionable recommendations tailored to your business impact and control priorities.
- Remediation Roadmap: Strategic plan for resolving conflicts with minimal disruption to operations or productivity.
- Immediate access from within business processes
- Reduces time spent searching across systems
- Ensures document relevance and traceability
// Document and Folder Management
SAP Object Integration
Documents are automatically linked to relevant SAP business objects (like sales orders, purchase orders, notifications, or assets) and are accessible directly from SAP transactions (e.g., VA03, ME23N, IW33).
// Document and Folder Management
Access Control & Permissions
Granular, role-based permissions ensure the right users have access to the right documents at the right time. Leveraging SAP authorisation objects and integration with organisational roles, you can define precise access control rules tailored to business needs.
With this approach, you can:
Control user actions such as viewing, editing, uploading, deleting, or sharing documents and folders, based on their role or assigned authorisations.
Restrict access by ownership, ensuring only the creator or assigned users can manage specific documents.
Apply permissions at multiple levels — by document type (e.g., invoice, contract), folder structure (e.g., department or project folders), or custom attributes (e.g., region, confidentiality level).
- Enhanced document security: Role-based permissions ensure only authorized users can access specific documents or folders.
- Compliance with internal and external access policies: Enforces governance rules and regulatory compliance (e.g., GDPR, SOX, ISO).
- Improved auditability: Tracks every document interaction—view, upload, edit, delete—for complete audit trails.
- Minimized risk of data leaks: Restricts access to sensitive content, reducing exposure and insider threats.
- Streamlined user experience: Users only see relevant documents, improving usability and reducing clutter.
- Maintains a complete version history: Track every change with detailed version logs, so you can easily review, compare, or restore earlier versions when needed.
- Reduces errors from outdated or duplicate documents: Always access the latest approved file and eliminate confusion caused by multiple copies or outdated versions.
- Ensures compliance and audit readiness: Every upload, edit, and approval is recorded — giving you full traceability and peace of mind for audits and regulatory checks.
// Document and Folder Management
Seamless Document Upload & Smart Version Control
Effortlessly upload and manage all your critical business documents — from PDFs and Word files to images and CAD drawings — right within your SAP landscape. Our intelligent version control ensures every change is tracked, so your team always works with the latest, most accurate file. Built-in version history, optional approval workflows, and real-time collaboration tools keep your documents organized, compliant, and audit-ready. Say goodbye to duplicates, outdated files, and scattered feedback — and hello to a smarter, more reliable way to manage documents.
// Document and Folder Management
ArchiveLink & SharePoint Integration
Store and manage SAP documents securely with built-in support for ArchiveLink-compliant repositories. Easily connect to external platforms like Microsoft SharePoint, OpenText, or any third-party ECM system — giving you the flexibility to keep documents where they belong, while maintaining full SAP linkage, traceability, and compliance.
- Scalable storage solutions: Handle growing document volumes with ease using ArchiveLink or external ECM platforms that scale with your business.
- Enables hybrid or cloud-based document strategies: Flexibly store documents on-premise, in the cloud, or both — without disrupting SAP workflows or access.
- Maintains SAP linkage and compliance: Keep all documents contextually tied to SAP objects while meeting audit, retention, and security requirements.
// technology index
Improve and Innovate with the Tech Trends
Our team can assist you in transforming your business through latest tech capabilities to stay ahead of the curve.
- Application Development
- BI Consulting and Implementation
- Machine and Deep Learning
- Data Quality Management
Streamline your business manages documents in SAP
Let Enterprise Data Insight help you implement a document and folder management solution that’s tailored to your SAP landscape—designed for usability, security, and scalability.