Module 14 of 16
Document archive that auditors accept on the first attempt
Archive documents, contracts and mails GoBD-compliant, search by full text across all documents and version changes audit-proof. EU-hosted in Nuremberg, OCR runs on-prem without data outflow — the AI helper suggests file structure and keywords. 49 euros per user per month all-in, no per-GB storage cost.
What Documents does
GoBD-compliant archiving with hash checksum
Documents are stored unchangeable with SHA-256 hash checksum, time stamp and audit trail. Any change to the original is technically impossible — only a new version is allowed, the history remains complete. Retention periods per document type pre-configured (10 years for booking documents, 6 years for business letters, 30 years for patents and personnel files). After expiry, documents are automatically suggested for deletion — you confirm in the four-eyes principle, the system documents the deletion with audit entry including hash of the deleted file. Auditor export at the press of a button with all documents, audit trails and hash verification for machine-readability under GoBD.
OCR full-text search across all documents
Every uploaded PDF, image or scan is searched and full-text indexed via OCR (Tesseract, EU on-prem). You search for 'delivery note 2024 Müller GmbH' and the system finds all matching documents — even in attachments from mails, in scanned contracts and in handwritten notes (with limited hit rate). Search supports wildcards, Boolean operators, phrase search and search in metadata (author, creation date, file, keywords). Hits are highlighted in the document, you jump directly to the right page. OCR quality for standard scans over 98 percent, for poor scan quality the AI helper suggests corrections. Multilingual OCR (German, English, French, Italian) included by default.
Versioning with comparison view for Word, Excel and PDF
On every change to a document a new version is created — the original version remains unchangeable archived. Comparison view shows two versions side by side with highlighted changes (Word diff, Excel diff, PDF diff). You see per version who changed what when. Rollback to an older version per click — the old version becomes the new one, the intermediate versions remain untouched in the history. Important for contracts: you can prove that the signed version is unchanged, the hash of the original file is documented in the audit log. For eIDAS-signed documents the signature is re-validated on every version change.
File structure with hierarchical folders and permissions
Organise documents in files — per customer, per project, per employee, per supplier. File structures are templates, you create a new customer file and all standard folders are created (contracts, correspondence, invoices, delivery notes, complaints). Permissions per file or per folder — sales rep sees only their customers, HR sees only employee files, external partners get time-limited read-only access to a specific file. The AI helper suggests file and folder automatically on upload — based on content, sender and document type. Multi-tenant isolation via Postgres Row-Level Security ensures no data leaks between tenants.
Mail and Office integration with Outlook plugin
Outlook and Gmail plugin: with one click you archive mails including attachments directly into the right file — the AI helper suggests the file based on sender, subject and mail thread. Word, Excel and PowerPoint you open directly from DARION-AI, save back, a new version is created automatically — co-editing for multiple users at the same time via Microsoft 365 or Google Workspace. Microsoft 365 and Google Workspace are connected via OAuth, no third-party copying of documents. Web clipper as browser extension archives web pages as PDF including source URL and date — important for research documentation and compliance records.
AI helper for classification and contract analysis
Upload a document, the AI helper (Mistral, EU-hosted) classifies it automatically by document type (invoice, contract, delivery note, letter, quote), extracts metadata (date, sender, amount, document number) and suggests keywords. Hit rate for standard documents typically over 90 percent, the AI helper learns from your corrections. Contract clause analysis shows you critical points (notice periods, liability limitations, price adjustment clauses, confidentiality agreements). For sensitive files you can switch off AI processing per file — then only OCR is run, without AI models. Sensitive data does not leave the EU, the model is trained exclusively on your anonymised data.
Who uses this module
CEO
At the next auditor appointment you need the last 7 years of documents immediately for sampling — the auditor wants to see document no. 2023-04-117, then no. 2024-09-203 and so on. In the DMS module you enter a document number or a period — the system shows the original PDF including audit trail (who uploaded when, who accessed when, which hash hasn't changed). Auditor mode allows time-limited read-only access for external auditors to a specific file — without you having GDPR concerns, all accesses are logged. Audit report for the audit you export as PDF at the press of a button, fully documented for GoBD requirements.
Team lead
As sales lead you have to coordinate contracts for three employees and prepare contract renewals on time. In DMS you see per customer all contract versions, can compare the last signed version with the current draft and see critical changes marked in red. When a contract expires in 30 days you get a notification — the AI helper suggests a renewal reminder and creates a follow-up appointment in CRM directly. Contract clause analysis shows you problematic points (long notice periods, unilateral price adjustment, missing liability limitation) before you sign new contracts.
Employee
You receive an invoice as PDF by mail from a supplier. With the Outlook plugin you click 'archive in DARION-AI' — the AI helper recognises supplier, date, document number and amount and suggests the right file (supplier file → invoices 2026). You confirm with one click, the document is GoBD-compliant archived with hash and time stamp, the journal-entry suggestion lands in the finance module with suggested cost account. Full-text search later finds every invoice in under 2 seconds — even when you've forgotten the document number and only remember it was about hardware orders from the summer.
Connects with
Microsoft 365Google WorkspaceDATEVOutlookLexware
Frequently asked questions
Ready for DARION-AI Documents?
49 € net/user/month — all modules included
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