Document Management System

NEW AND DIRECTLY INTEGRATED INTO CATAMA

Say goodbye to paper chaos.
Receipts, contracts & delivery notes — all in CATAMA.

The new CATAMA DMS brings full-fledged document management directly into your familiar system: versioned, searchable via full-text OCR and legally signable — without an external tool, without a new login, without a break in your workflow.

Full-text search
< 200 ms
Audit chain
SHA-256
Signature email
1 click
🔒 catama.app/dms/documents/2487
Contract
Maintenance contract Müller GmbH 2026.pdf
Version v3 · 412 KB · OCR enabled · Retention period: 10 years

Signed

owner
M. Werner
Hash anchor
a91f…d3c
Legal Hold
Active
#maintenance #customer:müller #2026 +3
preview
PDF
Inline preview
Directly integrated with
CATAMA CRM Warehouse Invoices Support Desk Tire Storage

The problem

They lose hours searching for documents — and thousands of euros with missing contracts.

Documents are scattered across email inboxes, NAS drives, and desks.
Contracts are printed out, signed, scanned and sent back by email.
During the GoBD audit, PDFs are suddenly missing, version statuses are unclear, and retention periods are violated.
External DMS tools cost extra, require their own login, and do not know your customers, orders, and documents.

The solution

CATAMA DMS — one module, one login, all documents.

Versioned & audited : every change is logged with a hash and timestamp.
OCR full-text search across all PDFs, images and scans — even in old documents.
Digital signature via email link with hash chain — legally valid, without third-party providers.
Retention policies, legal hold & automatic deletion — GDPR & GoBD compliant.
Directly linked to CATAMA customers, orders and invoices — no data silo.

Features at a glance

Everything a modern DMS needs .

More than 30 features from three major release waves — from mobile-first UI to cryptographic audit chain. In CATAMA. Ready to use immediately.

01
Folders & Tags
Hierarchical folders with colors, icons, and custom tags. Drag & drop, bulk actions, favorites.
02
Full-text search with OCR
Multi-stage OCR (Tesseract → cloud fallback) searches PDFs, scans & photos. Hit highlighting, < 200 ms.
03
Versioning & Checkout
Each change is saved as a new version, with diff and restore functionality. Optional checkout to prevent conflicts.
04
Digital signature
Place signature fields directly in the PDF, have recipients sign via email link, audit chain guaranteed.
05
External Shares
Secure share links with password, expiry date, IP allowlist (CIDR) and download limit.
06
ACL per document
Fine-grained rights (Read / Write / Share / Delete) at the user, group and role level.
07
Storage & Legal Hold
Retention policies per document type, legal blocks in case of disputes or tax matters.
08
Mobile First
Complete UI for smartphone & tablet — photograph and save receipts directly during your workshop walk.
09
Virus scan during upload
Optional ClamAV integration — infected files are rejected before being saved.
10
Flexible storage
Local, S3-compatible or WebDAV (Hetzner Storage Box). Atomic writes, no partial reads.
11
Audit trail
Every action (read, modify, share, delete) is logged with user, IP address & timestamp.
12
CATAMA integration
Documents automatically linked to orders, invoices, customers & tire storage — without copy & paste.

Live tour

This is what the DMS looks like in action .

A brief tour through the most important screens — from the document list to the signature request.

01 · Dashboard
Immediate overview.
Memory usage, OCR status, open signature requests, documents under legal hold — all key figures on one page, with clickable drill-downs into each area.
Storage breakdown by folder & client
OCR & Preview Job Queues live
Activity feed of the last 24 hours
catama.app/dms
Documents
12.847
+184 (24h)
memory
48.2 GB
Open for signature
7
3 overdue
Legal Hold
12
blocked
Storage per folder
Top 4

Contracts / 2026

18.4 GB

Invoices / Q1

12.1 GB

Tire storage

7.8 GB

Delivery notes

5.3 GB

catama.app/dms/search?q=hood
Hood maintenance 847 results · 138 ms
PDF
Invoice_Müller_2026-04.pdf
Invoices / Q1 2026 · 245 KB · v2 · 16.04.2026
… exchange of the bonnet as well as maintenance the hydraulics…

OCR ✓

JPG
Damage_Photo_IMG_4421.jpg
Damage reports · 1.4 MB · 12/04/2026
Label recognized: “bonnet front right — paint damage”
DOC
Maintenance plan_2026.docx
Contracts / 2026 · 78 KB · v1
02 · Full-text search
It finds every piece of evidence.
After uploading, OCR runs automatically in the background—even on handwritten notes, photo evidence, and older scans. The search supports operators, filters (folder, tags, time period, owner), and hit highlighting in the snippet.
Multi-stage OCR (local → cloud fallback)
Filter by folder, day, time period, status
Auto-suggestions & saved searches
03 · Mobile
Evidence gathered during a walk through the workshop.
Take a photo of the delivery note, file it directly in the correct folder, add tags — done. The document is searchable and linked to the order a second later.
Optimized touch UI for smartphones & tablets
Direct photo capture from the browser (Capture API)
Offline upload queue in case of poor reception
09:41• • •
DMS
Search…
PDF
Invoice_2026-04.pdf
2 minutes ago · 245 KB
JPG
Schaden_IMG.jpg
8 minutes ago · 1.4 MB
PDF
Delivery note.pdf
31 minutes ago · 88 KB
Photo is being uploaded…

e-signature · NEW

Sign contracts in 90 seconds

No more printing, scanning, or chasing after signatures. Simply insert signature fields directly into the PDF, send a secure link to the recipient, and receive the signed document back—complete with a cryptographically verifiable audit chain.

1
Place fields
Drag and drop signature, date, initials, and text onto any PDF page.
2
Invite recipients
Multiple signatories in parallel or serially, reminders automatic.
3
Browser signature
The receiver records on a touch device or trackpad — no account required.
4
Hash Anchor & Audit
Each step is chained with SHA-256 — tamper-proof.
Signature request #SIG-2487

Waiting for recipient

AM
Anna Müller
anna@mueller-gmbh.de

✓ Signed · 14:23

JK
Jens Klein
jens.klein@klein-bau.de

⏱ Open · 4:02 PM

RS
Regina Schultz
r.schultz@partner.de

✉ Mail sent

Audit chain (SHA-256 chained)
created · 16.04 · 14:01 · 7c92…
sent · 16.04 · 14:01 · 91ad…
opened · 16.04 · 14:18 · b3f1…
signed · 16.04 · 14:23 · 5e7c…
opened · 16.04 · 16:02 · a2d9…

Security & Compliance

Legally sound. GDPR-compliant. Traceable.

The DMS was developed from the outset with auditing, compliance, and hosting in Germany in mind. No external US providers, no data transfer, no black box.

GDPR GoBD eIDAS-compliant hosting in Germany SHA-256 hash chain AES-256 at rest
A1
Hash-linked audit chain
Each action inherits the SHA-256 hash of the previous one — manipulation is immediately detectable.
A2
Encrypted tokens
Signature links are stored only as a hash; the plaintext token never leaves the email channel.
A3
Fine rights (ACL)
Configurable per document: read, modify, share, delete — inheritance to folders.
A4
Atomic Storage Writes
Local, S3 & WebDAV: no partial reads, no corrupted files on worker crash.
A5
IP Allowlist (CIDR)
Optionally restrict external sharing to individual IPs or entire networks.
A6
Retention & Legal Hold
Retention policies per document type, legal blocks in ongoing proceedings.

ADDON Prices

Fair prices. Clear added value.

Three packages for workshops, tire dealers and multi-branch businesses.

Starter AddOn
For small workshops & individual businesses
19 €/ Month
Up to 3 active users
25 GB storage
Full-text search & OCR (local)
Versioning & Audit Trail
External sharing links
Digital signature

Select starter

Recommended

Professional AddOn
For active businesses with contract management
59 €/ Month
Unlimited users
75 GB storage
Everything from Starter, plus:
Digital signature (50 requests/month)
Cloud OCR fallback (higher accuracy)
Retention Policies & Legal Hold
Virus scan during upload (ClamAV)
S3/WebDAV storage

Choose Professional

Enterprise AddOn
For branch networks & larger clients
from €99 / month
Unlimited users
Storage by arrangement
Everything from Professional, plus:
Unlimited signature requests
Multi-tenant setup & separation
SSO/OAuth (Microsoft, Google)
Dedicated SLA & prioritized support
On-premise deployment possible

Request a quote

FAQ

Frequently Asked Questions

Is a digital signature legally valid in Germany?
Yes. The DMS uses an SHA-256-linked audit chain (each step references the hash of the previous one), hash anchoring of the PDF before and after signing, and unique IP and user-agent logging. This fulfills the requirements of an advanced electronic signature (AES) according to eIDAS Article 26—suitable for contracts, maintenance agreements, data protection consents, and similar business documents. For qualified electronic signatures (QES, e.g., notarial deeds), we offer a D-Trust/Bundesdruckerei connection as an add-on upon request.
Where is the data stored?
By default, your CATAMA installation is hosted on the same server as your existing CATAMA installation—where all your customer data is already stored. Optionally, you can switch to S3-compatible storage (e.g., Wasabi DE) or a Hetzner Storage Box (WebDAV). No data is transferred to US providers .
Do we need new hardware?
No. The DMS runs on the existing CATAMA environment. We only recommend Tesseract (or a cloud fallback) for the OCR function, and optionally ClamAV for virus scanning. We install both as part of the onboarding process.
What happens to our data when we cancel our contract?
You can obtain a complete ZIP export archive of all original files at any time with the click of a button, including metadata as JSON and an audit chain as a signed CSV. No vendor lock-in.
Why shouldn't we use an external DMS?
External tools (DocuSign, DATEV DMS, M-Files, etc.) are excellent—but they don't 10–15 hours per month for a medium-sized business .

Ready to retire your filing cabinet?

We will set up your DMS on your CATAMA instance 2 hours

Free onboarding Hosting in Germany