Service · Primary documents

Document flow and electronic document management

We issue invoices, prepare acts and delivery notes, configure EDM — so documents are never lost and always within reach.

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An organised document flow saves hours and removes a pile of risks — from lost acts to VAT credit problems. We connect EDM, describe the processes, and train the team.

Як це працює

Як ми запускаємо роботу

Audit of current document flow

We look at how documents move today: email, messengers, paper folders. We track where acts and delivery notes get lost and why.

Choosing an EDM system

We pick the operator that fits your business: Vchasno, MEDoc, Paperless, Deals, SOTA. We factor in your counterparties so you don't pay twice for roaming.

Connecting the e-signature

We issue e-signatures for the director and authorised persons via an accredited certification centre. We set them up on the devices and train users.

Templates and roaming setup

We create templates for invoices, acts and delivery notes. We enable roaming between operators so you can exchange with any counterparty.

Training the team

We show salespeople, managers and accountants how to issue documents, track signatures and pull from the archive. We leave a short user guide.

Що входить

Склад послуги

Issuing invoices and actsTemplated, with payment control.

Expense and VAT invoicesRegistration with the unified register, deadline control.

Setting up EDMVchasno, MEDoc, Paperless and others — chosen to fit your business.

Qualified e-signatureWe help obtain and set it up on the devices you need.

Archive and storage structureDocuments sorted by period and counterparty, easy to find.

Counterparty workflow rulesWho signs what and when — no chaos and no duplicate versions.

Результат

Що ви отримуєте

Automated document issuanceInvoices and acts are generated from templates with data from your CRM or ERP. A manager does it in minutes, not half a day.

VAT invoice registration controlVAT invoices are registered on time, status is tracked automatically, the risk of a blocked invoice is minimised.

Paperless archive with searchAll documents in one system with search by counterparty, number, date and amount. Finding "the act from October" takes 10 seconds, not an hour.

Fewer finesOn-time VAT invoice registration, accurate amounts and two-sided signed documents — the standard reasons for fines simply disappear.

Team workflow rulesWho signs what and when — documented. No more "who was supposed to issue this?".

Audit-readyAny document from any period is available to an auditor or the Tax Service in two clicks, with an e-signature and registration date.

Кому підходить

1
Businesses with high document volume
Dozens and hundreds of documents per month.
2
VAT-registered companies
Control over VAT invoice registration is critical.
3
Remote teams
EDM removes the need to collect wet signatures.

”

Acts and delivery notes used to circulate by post for months. We connected EDM — and now we close the quarter without panic.

SSerhii L.finance director, LLC

FAQ

Поширені питання

Which EDM system should we choose?

It depends on volume, budget and partners. We will advise and set it up.

Can we exchange with counterparties on a different system?

Yes, via roaming between EDM operators — it is standard practice.

What about paper documents?

We migrate to electronic gradually; paper only where the law still requires it.

How long does implementation take?

From 2 days for a basic setup (e-signature and EDM operator) to 3–4 weeks for a full rollout (integration with your accounting system, templates, team training). It depends on volume and the level of automation you want.

What do we do with paper documents from previous years?

We don't digitise everything — that would be wasteful. We scan only what is actively used: live contracts and important recent primary documents. The rest stays in the paper archive for the required retention period.

Can we use several EDM systems at once?

Yes, and often it makes sense: one system for most counterparties, another for a big partner that only works via their operator. The key is to configure roaming and avoid duplication.

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