
Document Management System: Smart Archiving and Advanced Search for Efficient Document Management
Case Study
A company needed an effective solution to archive and search documents, primarily in .pdf format, with quick and intuitive access.
The key requirements were:
- Role-based access management
- Version tracking with navigation between updates
- Full-text search
- Browser-based access for managers
- Integration with BPM systems for approvals and digital signatures
The Solution
We implemented a comprehensive document management system (DMS) with a user-friendly web interface.
The system enables intuitive file uploading and organization, featuring advanced keyword search and structured version management (minor and major revisions).
To enhance efficiency, we trained the team on the importance of metadata, essential for optimizing document retrieval.
Additionally, to address the challenge of searching scanned PDFs, we developed a tag-based categorization system, making even paper-based documents easily searchable.
The Benefits
- Fast and secure document access with role-based permission management
- Full traceability with a navigable version history
- Intelligent search by keyword and metadata, including scanned files
- Improved collaboration through an intuitive, browser-accessible interface
- Streamlined workflow with BPM integration for approvals and digital signatures