Document management dashboard with automated workflows, cognitive extraction and ERP integration.

Document management is no longer just about filing documents: it has become a strategic source of efficiency and compliance. With hyperautomation and cognitive capture solutions, it is possible to transform scattered documents into structured data, speed up processes and meet legal requirements, such as the electronic archiving of PDF invoices.

The INFOS + Latourrette partnership combines technology (DocuShare, IDP, AI Copilots) and expertise to deliver measurable value to companies.


Why document management is critical today

Paper-based processes carry risks: loss of information, delays, high costs and tax non-compliance. A modern document management solution makes it possible to archive, search and share documents securely and in an integrated way.


What hyperautomation and cognitive capture are

Hyperautomation combines technologies such as RPA (Robotic Process Automation), Artificial Intelligence and systems integration to automate complex processes.
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, it is possible to extract fields without prior training, validate data automatically and start approval workflows in the ERP.
This reduces errors and speeds up operations such as invoicing and contract management.


Compliance and electronic archiving

Decree-Law No. 28/2019 and the 2025 State Budget validate electronic PDF invoices and set out 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 such as the ERP Multi, synchronising data and eliminating duplications.
This means that approvals, entries and records are always up to date.


Benefits and ROI

  • Reduced processing time and costs
  • Greater administrative productivity
  • Less paper and greater sustainability
  • Better preparation for audits

Use cases

Common examples include:

  • Automatic invoice processing
  • Employee onboarding (with document collection and validation)
  • Contract management
  • Digitisation of historical archives

Frequently Asked Questions

What is document management?
Document management is the set of processes, systems and rules that make it possible to capture, organise, store and retrieve documents and the information they contain.

Is electronic archiving legally valid in Portugal?
Yes. Portuguese legislation admits electronic PDF invoices and provides for legal electronic archiving obligations; document management solutions help to meet these requirements.

How can AI help with document management?
AI enables the automatic extraction of fields, intelligent classification of documents and generation of insights, reducing manual work and speeding up processes such as invoicing and onboarding.


Conclusion

Document management based on AI and hyperautomation is an accelerator of efficiency and compliance.
Talk to us for a practical demonstration of the INFOS + Latourrette solutions.