--- title: Document Management Systems and Support | DTI description: DTI sets up and supports document management systems, including Hyland OnBase, EasyFile and OpenText, so your team can find, control and retain documents. --- [Skip to content](https://www.dtiibs.com/document-management#main) [**DTI**Integrated Business Solutions](https://www.dtiibs.com/) Menu [Documents and records](https://www.dtiibs.com/document-management) [Document management](https://www.dtiibs.com/document-management) [Document scanning](https://www.dtiibs.com/document-scanning) [Large-format scanning](https://www.dtiibs.com/large-format-scanning) [Scanning Scope Worksheet](https://www.dtiibs.com/scanning-scope-worksheet) [Accounts payable](https://www.dtiibs.com/accounts-payable-automation) [AP automation](https://www.dtiibs.com/accounts-payable-automation) [Invoice processing services](https://www.dtiibs.com/invoice-processing) [Vendor payments](https://www.dtiibs.com/vendor-payments) [For Penta customers](https://www.dtiibs.com/penta) [AP Assessment](https://www.dtiibs.com/ap-assessment) [Insights](https://www.dtiibs.com/insights) [About](https://www.dtiibs.com/about) [336.346.1580](tel:+13363461580) [Talk with DTI](https://www.dtiibs.com/contact) # Document management for companies outgrowing shared drives and file cabinets When documents are spread across shared drives, inboxes and file cabinets, people lose time looking for the right version. We set up document management systems, including Hyland OnBase, EasyFile, OpenText AppEnhancer and Upland FileBound, around how your people actually look for things, connect them to your scanning, AP and ERP work, and keep them running. [Talk with us about your documents](https://www.dtiibs.com/contact) [Compare platforms](https://www.dtiibs.com/document-management#platforms) - Hyland and OpenText partner - EasyFile and Penta Vault - Since 1984 ![Binders of business records on a shelf](https://www.dtiibs.com/hubfs/dti-website-2026/photos/documents/binders-on-records-shelf.jpg) ## What a document management system should handle ### Keep documents in one place Invoices, contracts, HR files and project records in one system instead of shared drives, inboxes and file cabinets. ### Find documents by what you know Search by vendor, employee, project, date or document type, using index fields set up around how your people look for things. ### Control who sees what Permissions by role and document type, so sensitive records stay with the people who should see them. ### Keep records as long as required Retention rules that match your requirements, so records are kept as long as they need to be and no longer. ### Route and automate the work Workflow for reviews and approvals, automation for repetitive steps, and dashboards that show where work is waiting. ### Connect to your other systems Links to your ERP and other business systems, so people can open the document from the record they're already working in. ## Using AI with your documents Once records are organized and current, AI tools can take on more of the routine work around them. Your team still reviews the results and makes the decisions. - Reading incoming documents, pulling out key details and filing each one in the right place - Answering questions from the approved version of a document instead of an old copy - Flagging records that are due for review or destruction under your retention rules ## Platforms we implement and support We don't push one platform. When more than one would work, we explain the tradeoffs: cost, what your team will maintain, how it connects to your other systems and where it's hosted. ### Hyland OnBase Hyland's enterprise platform for document capture, workflow, case management and records retention, connected to your ERP so people can open documents from the applications they already use. ### EasyFile A cloud platform for document management, electronic forms and workflow, with full-text search, retention schedules and AI that pulls data from invoices and other documents. ### OpenText AppEnhancer OpenText's document management system, formerly ApplicationXtender. It works inside the business applications your team already uses to scan, store and retrieve documents and route them for approval. ### Upland FileBound Upland's cloud platform for document management and workflow automation, used to store, route and approve documents without running your own servers. ### Penta Vault Penta's document storage for Penta software, sold and maintained by Penta. DTI sends documents into Penta Vault for storage, including invoices from our AP automation. [For Penta customers](https://www.dtiibs.com/penta) ## Getting existing documents into the system We scan existing records, set up capture for new documents as they arrive, and agree on index fields before anything is loaded, so documents come in organized the way people will search for them. - Scanning for file rooms, archives and boxes of records - Large-format scanning for drawings and plans - Capture for invoices and other documents as they arrive - Index fields agreed before production starts [Document scanning services](https://www.dtiibs.com/document-scanning) ![Records prepared and stacked for scanning](https://www.dtiibs.com/hubfs/dti-website-2026/photos/scanning/scanning-prepped-documents.jpg) ## Moving off an older document system If you're on an older document system, the first questions are what can be exported, including the index data, and what the new system needs to receive. We look at that before recommending a move, because the answer decides the cost and the risk. ## Why accessible documents are coming up now Scanned records are easy to store and search, but a scan is a picture of a page. People who use screen readers can't use it until it has been prepared for them. The rule ### Public entities have dates to meet The ADA Title II rule requires state and local governments, including public schools and universities, to meet WCAG 2.1 Level AA for their web content, and that includes PDFs. **April 26, 2027** for entities serving 50,000 people or more. **April 26, 2028** for smaller entities and special districts. The gap ### A scan on its own can't be read aloud Making a document accessible takes tags, a reading order, descriptions for images and charts, and usable forms. Done by hand across a large backlog, that is slow work, which is why many organizations put it off. The fine print ### Some documents are exempt, many are not The rule has narrow exceptions, including older documents posted before your compliance date that people don't use to apply for or get services. New documents, and any document people rely on to use a service, generally need to be accessible. Dates are from the Justice Department's April 2026 rule. This is general information, not legal advice. Your counsel can tell you what applies to your organization. Accessibility On Demand ## Getting your PDFs ready for screen readers Our Accessibility On Demand service takes the scanned documents and PDFs you already have and prepares them for people who use screen readers and other assistive technology. Because it sits alongside our scanning work, records can be scanned and made accessible in the same project. - Tags and a logical reading order, so a screen reader moves through each page the way a person would - Text descriptions for images and charts - Bookmarks and document properties that make long files easier to navigate - Forms prepared so they can be completed with a keyboard and a screen reader - A person reviews and corrects the result for documents that carry more risk, such as legally required notices and complex forms [Talk with us about accessible documents](https://www.dtiibs.com/contact) How it works ## Three steps from scanned page to accessible PDF 01 ### Upload your documents Send individual files or whole batches, whether they are scanned pages or PDFs your staff created. 02 ### Choose how much review each one needs A simple internal archive and a legally required public notice do not need the same level of attention, so you match the review to the document. 03 ### Download accessible PDFs Each finished file has a reading order, tags, image descriptions and bookmarks, ready to post or file. ## Questions about document management What is a document management system? A document management system stores business documents in one place, indexes them so people can find them, controls who can see them and keeps them for the right length of time. Many also route documents for review and approval. Is SharePoint enough, or do we need a document management system? For simple file sharing, SharePoint is often enough. A document management system earns its place when you need consistent indexing, retention rules, audit history or workflow tied to systems like your ERP. We can deliver scanned records to either. Which document management platforms does DTI support? We implement and support Hyland OnBase, EasyFile, OpenText AppEnhancer and Upland FileBound. For construction companies on Penta software, we also send documents into Penta Vault, which Penta sells and maintains. Can you automate repetitive steps or build dashboards? Yes. Robotic process automation (RPA) and reporting dashboards are part of the OnBase, EasyFile and Tungsten Automation platforms we work with. We use them to take repetitive steps, like keying data from one system into another, off your team, and to show where documents and approvals are waiting. Can you help us move documents out of an older system? Often, yes. It depends on how the documents and their index data can be exported. We assess that before recommending an approach. Can you make our scanned and existing PDFs accessible? Yes. Our Accessibility On Demand service prepares scanned and existing PDFs for screen readers by adding tags, a reading order, image descriptions and bookmarks. How much review a document needs depends on how it is used and what you have to meet, so we talk through your documents first. Who supports the system after it's live? DTI provides ongoing support for the platforms we implement, so you have one team that knows both the system and how you use it. ## Tell us where your documents live today Shared drives, an older imaging system, file cabinets or all three. We'll tell you what we'd keep, what we'd move and what it would take. [Talk with us about your documents](https://www.dtiibs.com/contact) **DTI**Integrated Business Solutions DTI Integrated Business Solutions 3825 W. Market St., Suite 102 Greensboro, NC 27407 [336.346.1580](tel:+13363461580) **Customer support** [866.384.7378](tel:+18663847378) [support@dtiibs.com](mailto:support@dtiibs.com) [Support portal login](https://connectwise.dtiibs.com/v4_6_release/services/system_io/customerportal/portal.html?company=dtiibs&locale=en) #### Documents and records [Document management](https://www.dtiibs.com/document-management)[Document scanning](https://www.dtiibs.com/document-scanning)[Large-format scanning](https://www.dtiibs.com/large-format-scanning)[Scanning Scope Worksheet](https://www.dtiibs.com/scanning-scope-worksheet) #### Accounts payable [AP automation](https://www.dtiibs.com/accounts-payable-automation)[Invoice processing services](https://www.dtiibs.com/invoice-processing)[Vendor payments](https://www.dtiibs.com/vendor-payments)[For Penta customers](https://www.dtiibs.com/penta)[AP Assessment](https://www.dtiibs.com/ap-assessment) #### Company [About DTI](https://www.dtiibs.com/about)[Insights](https://www.dtiibs.com/insights)[Partners and referrals](https://www.dtiibs.com/partners)[Contact](https://www.dtiibs.com/contact) © 2026 DTI Integrated Business Solutions. 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