Deployment guide

    Cloud vs On-Premise Document Automation

    Short answer

    On-premise document automation runs on servers you manage; cloud software is hosted and updated by the vendor. For organizations already on Microsoft 365, a cloud tool that works inside the existing tenant is usually the simplest route. Documentaal is SaaS in Microsoft Azure, uses your Microsoft sign-in and stores documents in your own SharePoint.

    Side by side

    • Maintenance: on-premise requires your own servers, patches and upgrades; cloud is maintained by the vendor.
    • Updates: on-premise upgrades are projects; cloud updates roll out continuously.
    • Control: on-premise offers full infrastructure control; cloud relies on the vendor's architecture and contracts.
    • Integration: cloud tools built for Microsoft 365 connect natively to Word, Outlook, SharePoint and Teams.
    • Cost profile: on-premise shifts cost to hardware and staff; cloud is typically subscription-based.

    When on-premise still fits

    Organizations with strict requirements to keep all processing on their own infrastructure, or without a cloud productivity suite, may still prefer on-premise. This is becoming less common as most office work moves to Microsoft 365.

    What to check in a cloud vendor

    • Where are documents stored: in the vendor's storage or in your own tenant?
    • How do users authenticate?
    • Where is data, including AI processing, handled?
    • Which permissions does the app require?
    • Is the vendor available through Microsoft Marketplace for procurement?

    How Documentaal is deployed

    Documentaal runs as SaaS in Microsoft Azure, integrates with Microsoft Entra ID (Azure AD) for single sign-on and stores documents in SharePoint within your tenant. There are no servers to install. Details for IT teams are on the IT overview and in document security.

    For European organizations, see GDPR and document automation.

    Frequently asked questions

    See Documentaal in your own Microsoft 365

    Book a 30-minute demo or review the listing on Microsoft Marketplace.

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