Aviary EDMS

Manage, approve, and e-sign documents.

Document Management Software

Cloud Document Management.

Storing your office documents only on your desktop or local server can be risky due to possible hard drive problems, fire, flood, or theft. And what if you need to access your files when you're not at the office? Our easy-to-use EDMS, with advanced electronic signing features, is designed to be user-friendly, highly secure, and affordable, ensuring your documents are always safe and available wherever you are.

Features of Aviary EDMS.

Aviary makes document management a breeze with features like integrated access control, efficient search capabilities, automated workflows, and document retention. Explore what it can do:

Control Access & Integrate with Office365 & DocuSign

Share documents or entire accounts with different permissions. Use Okta or Microsoft Entra ID for centralised user management and collaborate seamlessly in Office365 and integrated apps.

Powerful Search with Multilingual OCR

Search by file name, metadata, or content with our robust live-search function powered by Optical Character Recognition (OCR) technology. Easily search any file format, including PDF, DOCX and PNG.

Efficient Workflows, e-Signing & Automated Retention

Send documents for approval, acknowledgment, or electronic signature, whether in a fixed sequence or simultaneously. Set optional retention periods for folders and files in days, weeks, months or years.

Automated Numbering, Notifications & Audit Trails

Define and set automatic document numbering. Receive notifications for document or folder changes as often as you need. Audit trails track every user action for accountability.

Tailored Metadata & File Linking

Organise documents with tags, notes, and due dates. Link documents in different folders. Customise metadata with lists, strings, email and more, defining templates at the folder level for consistency.

Dynamic Versioning & File History

Upload new document versions while preserving metadata and access to earlier versions. Lock documents for editing with check-in/out functionality. Approve file versions independently.

Benefits of Aviary EDMS.

Aviary offers a range of benefits that empower organisations to streamline document management processes, enhance productivity, and drive business growth. Key advantages include:

Enhanced Document Security

Protect your data with SSL and 256-bit AES Encryption, user authentication and access controls, reducing the risk of data breach.

Reduced Physical Storage Space

Save physical workspace by transitioning your records to the cloud, embracing a "digital-first" approach to document management.

Easy Access to Documents

Find the information you need in seconds with full-text search, tags, and metadata, reducing document retrieval and processing time.

Increased Efficiency

Automate manual document management tasks, including filing and retrieval, freeing up staff time to focus on other priorities.

Improved Document Tracking

Maintain an audit log of all document activities, including user access, edits, and timestamps, ensuring compliance with internal policies.

Enhanced Collaboration

Share files securely and enable simultaneous editing, viewing, and commenting for multiple users, promoting efficiency and productivity.

Our Process.

Aviary ensures you have a central system and a secure hub for managing all your documents. Let's explore the four key steps for getting your EDMS up and running:

Assessment

Before we jump in, we want to understand your organisation's needs. We'll speak with you about the types of documents you use and any challenges you're facing.

Migration

Next, we figure out the best way to transfer your existing documents to the new system, making sure everything is accurate and organised.

Training

Before launch, we'll train your team to use the EDMS confidently. We'll be there to answer questions and make sure everyone feels comfortable.

Optimisation

Even after launch, we're still here to help! We'll track how things are going and suggest ways to make the system even better for your needs.

Our Customers.

At Chaffinch, 1,000+ customers trust us with their document management needs, and we strive to exceed their expectations.

What Our Customers Say.

We take pride in delivering exceptional document management solutions. Here are testimonials from some of our satisfied customers:

Alastair and the team are always reliable, and treat all work with confidentiality and professionalism. They provide me with a service which I do not have the time to do myself, and ensure my documents are shredded securely and with no effort required from me, apart from an email or telephone call. Thanks Alastair.

Dawn McGovern

A fantastic secure service everytime! At Peak Chiropractic we hold a lot of sensitive medical information which is all transferred from paper format to digital as it presents. Chaffinch document storage give us peace of mind that all of this hard information is destroyed professionally and in accordance with GDPR. This takes no effort on our part except putting the information in a dedicated shredding bag! I cannot recommend Alistair and the team enough!

Andrew S.

First class service, with extremely good staff, who are really helpful. Worthwhile using Chaffinch for confidential waste disposal.

Neil Bragg

Excellent service. Prompt response to initial enquiry with fast, efficient and friendly service. Very trustworthy with great documentation to ensure that all documents were shredded as agreed. Highly Recommended

Barry Ashley

Excellent service, with very polite staff.

Susan Cookson

I would 100% recommend Chaffinch Document to any company, their service is professional, fast and friendly – thanks for all of your help with our last minute requests!

Amanda Turner

Our Accreditations.

At Chaffinch, we are committed to maintaining top-notch security measures and full compliance with industry standards and regulations.

Frequently Asked Questions.

Have a question about cloud document management with Aviary EDMS? Check out our FAQs below for answers to some common queries.

What is Aviary EDMS?

Aviary is user-friendly, secure, and cost-effective cloud-based electronic document management system (EDMS) designed for sustainable businesses.

Can I set reminders within Aviary EDMS?

Yes, you can set reminders easily for specific dates and times within the system. Add as many reminders as needed, with the option to receive notifications via email.

Can I upload files via email?

Yes, you can upload files by emailing them to a dedicated folder address. Simply send or forward an email, and the attached file will be stored in the chosen folder with sender, subject, and content information preserved. This convenient feature is perfect for storing documents on the go or transferring them from a scanner to Aviary EDMS.

My business has multiple branches; can I use the same document management system?

Aviary EDMS allows you to create unlimited hierarchies under your primary account and add separate spaces for branch companies. Each company or division can have its own space, keeping teams and data separate unless you choose to grant access across companies.

Is Aviary EDMS mobile-friendly?

Yes, access your documents easily from any device with internet access, including PCs, Macs, tablets, and smartphones.

Can I keep a local backup of my documents too?

While your documents are securely stored in the cloud, you have the option to download the entire account or individual files/folders to your hard drive for local backup whenever you prefer.

How secure is Aviary EDMS?

Ensuring the safety and privacy of our customers’ data is our top priority. We employ stringent security measures, including SSL encryption for all connections, monitoring of login attempts, and restricting developer access to client data. Aviary is an official Amazon AWS Select Technology partner, utilising their infrastructure for file storage with 99.999999999% durability. You can also customise password policies, including the use of 2FA and mandatory password changes, to further enhance security. Aviary is GDPR compliant, providing additional reassurance of data protection.

What integrations are available?

Aviary is supported on automations platform Make (formerly named Integromat, similar to Zapier), and provides a public API for any custom integration needs.

Does Aviary EDMS have OCR?

Yes, Aviary includes full content search thanks to the multilingual Optical Character Recognition (OCR) technology.

It works for text documents and PDF files, and also PNG and JPG image files that include texts — like screenshots and scanned/photographed documents. You can exclude your account from OCR indexing if you desire so.

How much does it cost?

Aviary offers one of the most cost-effective EDMS solutions available. We don’t charge per user and have no hidden fees. Since the system is web-based, there’s no need for installation or maintenance on your end. For details on plans and pricing, please get in touch with us.

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Let's Get Started.

Are you ready to see Aviary EDMS in action? Take the first step towards a more efficient and secure document management system. Schedule a free online demo today.