SmartPoint DMS Release 4.0: major update of the electronic document management system

During Q2 2025, the SmartPoint team focused on improving interface personalization, expanding administrative capabilities and integrations, and strengthening tools for user collaboration. The new features are designed to enhance performance, simplify document and task management, and ensure a seamless user experience for teams of any size.

Explore the key updates introduced in SmartPoint DMS Release 4.0.

Updated Personal Employee Portal

How it works:

Each employee now has access to a personal portal where they can view documents, tasks, and messages, and customize filters, views, and navigation to match their individual needs.

Screenshot of the SmartPoint DMS electronic document management system with a personal web portal

Why it’s useful:

This enhancement improves user convenience, enables a personalized approach to working with information, and helps employees perform daily tasks more efficiently.

Implemented a document card structure configuration tool

How it works:

Administrators can add and edit fields, as well as modify the layout of document card fields — without involving developers.

Screenshot of the SmartPoint DMS electronic document management system with the document card structure editor

Why it’s useful:

This provides full flexibility to adapt the system to business processes, reduces the need for custom development, and enables quick implementation of changes.

Extended filtering and document visualization capabilities

Screenshot of the SmartPoint DMS electronic document management system with filter customization functionality

How it works:

Employees can configure their own sets of filters and views for each section, save them, and use them in their daily work.

Screenshot of the SmartPoint DMS electronic document management system demonstrating deal filtering capabilities

Why it’s useful:

This significantly speeds up access to the necessary information and allows users to work only with relevant data.

Developed and implemented a unified centralized administration interface that consolidates all key system settings management functions

How it works:

The administration center is implemented as a convenient control panel that includes the following capabilities: role and access rights management, approval route configuration, and counterparty management.

Why it’s useful:

It simplifies system administration, including the configuration of approval routes, role models, reference data, and other system settings.

Search logic and performance in the system have been optimized.

How it works:

The search covers all document fields, supports combined filter parameters, and ensures stable performance even under high system load

Screenshot of the SmartPoint DMS electronic document management system with search functionality

Why it’s useful:

It enables quick access to information and supports efficient navigation throughout the system.

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Basic integration with external platforms for collaborative work has been added.

How it works:

The system supports data exchange with other modules and systems through configured interaction channels and APIs.

Why it’s useful:

It allows the creation of a unified workspace for working with documents, tasks, and data, minimizing the need to switch between systems.

Task Center — a new module for employee task management has been added

How it works:

Tasks are displayed in a unified interface, allowing users to easily manage all assignments. Filtering is supported by various parameters, such as type, assignee, due date, and status. Each task displays its current status — for example, new, in progress, completed, or overdue — which enables clear tracking of progress. Each task is linked to a related document or process, allowing users to quickly navigate between related items and work in context within a single window.

Why it’s useful:

This enables more effective management of daily tasks, ensures consistency in operations, and supports transparency across business processes.

A new system for commenting on tasks and documents has been implemented

How it works:

The system supports text formatting, allowing users to highlight key fragments. Images can be inserted to visualize information. A tree-structured comment format has been introduced, with reply functionality that facilitates contextual discussions. Employees can also copy direct links to specific cards or documents for quick access and shared use.

Screenshot of the SmartPoint DMS electronic document management system demonstrating advanced task and document commenting capabilities

Why it’s useful:

It improves team collaboration and communication on changes and discussions — without the need for external chat tools.

The system interface has been adapted for multilingual support

How it works:

All main modules have been translated, including the Administration Center and the Process Builder. Each employee can individually select their interface language.

Why it’s useful:

It ensures accessibility for international teams and improves usability for employees across different regions.

Overall system performance has been improved

How it works:

The loading time of all interface elements, document cards, and search functions has been reduced. Database queries have been optimized.

Why it’s useful:

Improved system speed enhances the user experience and reduces the time required to complete operations.

Personal system navigation — frequently used menu items can now be saved for quick access.

How it works:

A personal navigation feature has been added, allowing employees to independently configure the menu structure based on their needs. Users can now reorder items and sections they use most often, placing them in a dedicated quick-access block. This improves usability, saves time, and enables faster access to frequently used areas of the system.

Why it’s useful:

It helps save time and increase efficiency when working with the system.

To download the full release versions in PDF format, click the corresponding buttons below.

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