Document Management

The API for Document Management provides access to Document Filing (Dokumentenablage), Document Filing with Revision management  (Dokumentenablage Revisionssicherheit) and DATEV DMS. From now on the term DATEV Document Management represents the three programs Document Filing (Dokumentenablage), Document Filing with Revision management (Dokumentenablage Revisionssicherheit) and DATEV DMS.

With DATEV Document Management, documents can be managed centrally. A large selection of document attributes are available for classifying the documents.

Documents in DATEV Document Management include the following elements:

• One or more files in a typical file format (e.g. TIF, PDF, DOXC, …)
• Meta data to describe the filing system and the workflow
• Structure of a document, because a document can include multiple files or folders
• Content of a file at a document
• Revision of a document (the API only provides the latest revision of a document)

With this API the documents can be managed with a specific set of attributes. The documents can be queried, modified and saved.

Examples:

• Search all documents that are saved in an specific folder
• Modify the status of a specific document in DATEV Document Management
• Save a file with its attributes in DATEV Document Management

Access rights, which are managed for the user in DATEV IAM, are validated in this API. For further informations, see API-Documentation.

It is recommended to use the following APIs in cooperation with the API "Document Management", as not all data is directly available via DATEV Document Management  API:

• Determine the user: Identity and Access Management - DATEV Developer Portal
• Determine the correspondance-partner client: Client Master Data - DATEV Developer Portal
• Determine the correspondence-partner for Law: Law - DATEV Developer Portal
• Determine the correspondence-partner creditors and debtors: Accounting - DATEV Developer Portal

Further information to the product DATEV Document Management: Document-Management-System (DMS) - DATEV

DATEV-Software