Records Management

Electronic Document Management Systems in Saudi Arabia

An organized environment for storing files and managing access, search and versions according to your organization's needs, with the scope agreed with you before work starts.

Why it matters

Why shared folders are not enough

Shared folders and email work at first, then the problems appear: several copies of the same file with no way of knowing which one is approved, access open to people who do not need it, a long time spent searching for a document, and files lost when an employee leaves.

A document management system solves this with clear rules for storage, access, versions and retention.

What the system provides

What a document management system provides

Organized documents & records

A unified classification structure in which every document has a known place, type and owner.

Role-based permissions

Each employee accesses only what they need, based on their department and role.

Versions & approval workflows

Tracking changes to a document and who made them, and approving the final version before it is published.

Full search

Searching document names, metadata and text to retrieve documents quickly.

How it works

Implementation steps

  1. Understand how you work todayDocument types, and who creates, approves and uses them.
  2. Design the classification structureCategories, metadata and naming rules.
  3. Permissions matrixDefining who can view, edit and approve in each category.
  4. Retention rulesHow long each document type is kept and what happens afterwards, in line with your organization's policies and regulatory requirements.
  5. Setup & migrationConfiguring the system and moving existing documents into it in an organized way.
  6. Training & go-liveTraining users and monitoring usage during the first weeks.
Permissions

Example permissions matrix

CategoryViewEditApprove
Policies & proceduresAll employeesQuality departmentSenior management
ContractsLegal & financeLegal departmentAuthorized signatory
Employee filesHuman resourcesHuman resourcesHR manager

This example is for illustration only; the actual matrix is designed around your organization's structure.

Deliverables

What your organization receives

A clear document structure

Unified classification, naming rules and metadata for each document type.

Permissions matrix

Defining who views, who edits and who approves in each document category.

Storage & review procedures

Rules for versions, approval and retention periods in line with your organization's policies.

Integration

Integration with other systems

The document system can be connected to your ERP or other business systems so that each document is automatically attached to its related transaction. See our ERP integration and process automation services for details.

If a large share of your documents is on paper, we usually start with document digitization and then upload the result to the system.

FAQ

Frequently asked questions

What does an electronic document management system do?

It provides an organized environment for storing files and managing access, search and versions according to the organization's needs.

How is access to documents controlled?

Access permissions are defined and delivered in a clear permissions matrix as part of the project deliverables.

Can documents be linked to workflows or other systems?

Yes. The scope of the service includes linking documents to workflows or systems according to the organization's needs.

Contact

Tell us about your documents

Share the document types you handle, the departments involved and the systems you use, and we will propose a suitable scope.

WhatsApp / Phone+966537927343
OfficeAl Malaz, Riyadh, Saudi Arabia

Request a proposal

Arabic version: النسخة العربية