Discover the EDM Module

The KaliaOps EDM (Electronic Document Management) module allows you to centralize, organize and manage all your organization's documents. Natively integrated into the ITSM/CMDB platform, it offers complete document management tailored to IT team needs.

Unlike traditional attachments linked to specific entities (assets, contracts, incidents), the EDM module provides a structured approach with folders, metadata, validation workflows and archiving policies.

To access the EDM module, click on Documents in the main navigation menu. You can also access it from:

• The shortcut in the favorites bar (if configured)
• Direct links from CMDB entities (assets, applications, contracts)
• Global search by typing a document name

Access to the EDM module is controlled by RBAC permissions. Contact your administrator if you don't have access.

The EDM module home page displays a dashboard with key information:

• Total documents: number of stored documents
• Space used: storage consumed against quota
• Recent documents: uploads from the last 7 days
• By entity type: breakdown of linked documents

Charts and visual indicators allow you to track the evolution of your document base.

Several navigation modes are available:

• Tree view: browse folders like a file explorer
• Full list: display all documents with filters and sorting
• Search: quickly find a document by name or content
• Favorites: access documents marked as favorites

The filter bar allows you to refine the display by file type, date, author or folder.

To get started with the EDM module:

1. Explore the tree structure: familiarize yourself with existing folder structure
2. Upload a document: test adding a file to a folder
3. Use search: find a document by its name
4. Check metadata: open a document to see its properties

The following articles detail each feature: folder organization, workflows, sharing and archiving.