01 · Read and filed by AI
AI OCR on your documents, automatic classification by type and by project, extraction of the key data. Your files become a working resource, with no manual re-keying.
Zoho WorkDrive, document management
Zoho WorkDrive in Switzerland: document management linked to your accounting
Djtal adds OCR, automatic classification and accounting integration to WorkDrive. A contract, an invoice or a delivery note dropped into it is read, filed and linked to Zoho Books.
OCR and AI classification
Invoices and contracts land in the right folder, with no re-keying
EU data sovereignty
European hosting · ISO 27001 · SOC 2 · Swiss FADP
Built into the business
Works with CRM, Books and Desk, or on its own
Initial audit CHF 800
Half a day of scoping, with no commitment beyond the audit
In brief
What does Zoho WorkDrive give you as a document management system?
Zoho WorkDrive is Zoho's document management system (DMS), with team storage, access rights and versioning. Djtal, the operational AI specialist for Swiss companies, adds OCR, filing by type and project, and a link to Zoho Books. Together they make a working DMS, linked to your accounting, hosted in Europe, compatible with the Swiss Federal Act on Data Protection (FADP).
Why WorkDrive
A DMS that reads, files and links your documents.
For years, document management meant ‘storing files’. AI gives it three new capabilities.
02 · Linked to your accounting
An invoice dropped into WorkDrive can be read, categorised and reconciled with your Zoho Books accounts. The document becomes part of your accounting process.
03 · Your documents stay in Europe
European hosting, ISO/IEC 27001 and SOC 2 certifications, granular access rights. The platform is compatible with Swiss FADP requirements, including for contracts, HR files and accounting records.
With Djtal
WorkDrive, Microsoft 365 or Google Drive, depending on what you already have.
Djtal deploys AI-powered document management on the platform that suits your environment. In the Zoho ecosystem that means WorkDrive first, but Microsoft 365 and Google Drive are also options. The initial audit (CHF 800, half a day) scopes your document volumes and flows. Set-up then follows in stages, billed on time spent within a budget cap agreed up front.
The WorkDrive DMS is part of Zoho One and of AI-powered document management. When filing needs to run continuously, the next step is a supervised AI agent.
Frequently asked questions
What to know about WorkDrive document management before you choose.
What is Zoho WorkDrive and how does it work as document management?
Zoho WorkDrive is Zoho's file and document management system (DMS), covering team storage, shared folders, access rights and versioning. Combined with Zoho's AI services, it supports OCR, automatic classification and data extraction, which form the basis of document management today.
Can Zoho WorkDrive work as a document management system for a Swiss company?
Yes. WorkDrive provides the organisation, access rights and versioning expected of a DMS, with European hosting and ISO 27001 and SOC 2 certifications. Djtal adds the AI layer (OCR, classification, accounting integration), which turns it into a working DMS, compatible with Swiss FADP requirements.
How does a WorkDrive document management system differ from a conventional one such as Devillard or eDoc?
Established Swiss DMS products are solid but often cumbersome and costly to deploy. A document management system (DMS) built natively on WorkDrive is lighter, integrated with the Zoho ecosystem (CRM, Books, Desk) and with AI built in from the start. The choice depends on your volumes, your constraints and what you already run, and the initial audit is there to settle it.
Do we need the whole of Zoho One to adopt WorkDrive for document management?
No. WorkDrive works on its own. Native integration with Zoho CRM, Books and Desk is an advantage if you use them, but Djtal can deploy WorkDrive as a standalone DMS. The same document management also runs on Microsoft 365 or Google Drive, depending on your environment.
Does Djtal have experience in document management?
Yes. Djtal deploys AI-powered document management for Swiss companies on WorkDrive, Microsoft 365 or Google Drive. Documents are read by OCR, classified automatically and linked to the accounts, and each deployment works to a scope you can audit.
Get started
Scope your document management in half a day.
In half a day, we go through your document volumes and flows and tell you whether WorkDrive is the right foundation; you leave with the set-up priced. CHF 800, with no commitment to a follow-on project.
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