A document management it's no longer just about filing documents: it has become a strategic source of efficiency and compliance. With solutions for Hyperautomation e Cognitive capture, It is possible to transform dispersed documents into structured data, accelerate processes and comply with legal requirements, such as the electronic archiving of PDF invoices.
The INFOS + Latourrette partnership combines technology (DocuShare, IDP, AI Copilots) and experience to deliver measurable value to businesses.
Why is document management critical today
Paper-based processes carry risks: information loss, delays, high costs, and tax non-compliance. A modern document management solution allows for secure and integrated archiving, searching, and sharing of documents.
What is hyperautomation and cognitive capture
A Hyperautomation Combines technologies such as RPA (Robotic Process Automation), Artificial Intelligence and system integration to automate complex processes.
A Cognitive capture, or Intelligent Document Processing (IDP) automatically recognises, classifies and extracts data, even from unstructured documents.
How AI improves extraction and workflows
With generative AI and services such as Azure Document Intelligence, you can extract fields without prior training, automatically validate data and initiate approval workflows in the ERP system.
This reduces errors and speeds up operations such as invoicing and contract management.
Compliance and electronic archiving
O Decree-Law No. 28/2019 and State Budget 2025 They validate electronic PDF invoices and define rules for legal electronic archiving.
Latourrette's solutions, integrated by INFOS, ensure that all documents comply with the law and can be retrieved with evidential value.
Integration with ERP and other systems
The system communicates via connectors and web services with platforms like the ERP Multi, synchronising data and eliminating duplicates.
This means that approvals, entries, and records are always up to date.
Benefits and ROI
- Reduction in processing time and costs
- Greater administrative productivity
- Less paper and greater sustainability
- Best preparation for audits
Use cases
Common examples include:
- Automatic invoice processing
- Employee onboarding (with document collection and validation)
- Contract management
- Digitisation of historical records
Frequently Asked Questions
What is records management?
Document management refers to the set of processes, systems and rules that enable the capture, organisation, storage and retrieval of documents and the information they contain.
Does an electronic file have legal validity in Portugal?
Yes, Portuguese legislation permits PDF electronic invoices and provides for legal electronic archiving obligations; document management solutions help to meet these requirements.
How can AI help with document management?
AI allows for the automatic extraction of fields, intelligent document classification, and insight generation, reducing manual work and accelerating processes such as invoicing and onboarding.
Conclusion
Document management based on AI and hyper-automation is a driver of efficiency and compliance.
Speak with us for a practical demonstration of INFOS + Latourrette solutions.
