DOCUMENT MANAGEMENT SYSTEM: IMPORTANCE FOR BETTER WORKFLOW

About the product

The inspiration for this project’s creation comes from another system we created in-house. It is written entirely on Azure and based on AWS utilizing test buckets.

  • Information and document sorting;
  • Include a mechanism for tracking progress;
  • Status for documentation;
  • Document tracking and management applications like DocuSign have a notification system that allows you to take action whenever the document’s status changes.

Provided solutions

We have been working on a technical solution, so let’s get to it:

  • A front-end has been developed to allow search, filter, edit, and view of different versions of documents, as well as add new keywords, metadata, etc.
  • Change tracking is a second feature. This is precisely what the Microsoft Word stack does; the only difference is that we save multiple versions of the document and can always roll back to a previous version to determine who modified it. Since most of the documents were contracts, it was essential to identify the version’s author and date.
  • Developed functionality allows each document to have a status; if the document is a contract, its status must be determined.
  • Also of note is that our team made it possible to replicate a key feature of document circulation systems like DocuSign, namely, the ability to activate predefined actions in response to a document’s change in status. If the contract receives the “sign” status, then a trigger for this client’s onboarding must be sent, as described in the contract, to one of the portals of another product.
  • The database is a PostgreSQL relational tabular database, which consists of auxiliary matching tables that allow you to combine IDs. There is nothing remarkable about the database, however, as everything is stored in buckets and the database simply generates connections between users and buckets.
  • In addition, in one of the upcoming versions, we intend to integrate OCR — optical document recognition, or AI that enables you to recognize scanned or PDF documents.

Value delivered

The main secret of our success is our team working together and achieving the top. As we point out, Agiliway has a considerable amount of experience in dealing with papers, and we constructed the system from the ground up, resulting in cost savings for the customer. There are systems like this already created, but they are being offered for sale on the market at extreme prices. Our system’s structure, which is built on document buckets, enables it to be incredibly adaptable when it comes to the modification options that may be applied.

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Agiliway

Agiliway

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Custom software development company offering a wide range of IT Consulting, Web and Mobile development, Quality Management, BI and BigData services.