Meta-data Managed SharePoint Document
Management System

Modern, customized, and metadata-driven document management system built on Microsoft SharePoint with 50+ Out-of-the-box features.

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SharePoint DMS - A Solution to Your Paperwork Challenges

Do you still keep your paperwork on disconnected computers or multiple filing cabinets? You might observe that retrieving even a single file costs you valuable time. The manual procedure of managing documents requires a lot of time and effort. It increases the possibility of human error, resulting in lost or corrupted files. To eliminate this threat, enterprises use document management systems by SharePoint to automate the entire document management procedure. It digitalizes the entire document management lifecycle from creating, reviewing, and tracking to archiving.

SharePoint document management solution offers,

  • Strict Data Security
  • Enterprise-Wide Collaboration
  • Ultimate Document Control
  • Saves Valuable Time
  • Optimize Employee Performance
  • Accessibility from Anywhere
Introduction

Modules

Module 1
Module 2
Module 3
Document Processing Automation

It automates the entire process including, creating, sharing, reviewing, validating, to updating, and removing and offers predefined, and custom templates and document workflow creation for real-time tracking and collaboration.

Storing and Retrieving Documents

It securely stores and retrieves data with a higher storage capacity, supports various formats including, PDF, .PPTX, .ZIP., XLXS, PNG, AND JPEG. Get quick document metadata, and enterprise search for better accessibility.

Document Uniformity, Security And Compliance

Get full control over your enterprise documents by co-authoring, custom versioning, document approval, content governance, check ins/checkouts, encryption, access controls, information managed policies, and audit trails. 

Document Automation
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Features

SharePoint document management system enables you to strategize how you will organize your files. Documents can be arranged in libraries, sites, and site collections. From private sites to publicly organized document libraries for speedy document generation and collaboration, SharePoint offers a variety of tools to help manage the entire life span of document management. Such as categorization of items into folders and subfolders within a repository, document versioning, sharing and tracking, validation, and more.
Set Up Document Workflows
Design automated workflows to monitor and manage the sharing of documents across team members as they work together throughout a document's life span. Workflows are available in SharePoint Server for typical team duties like document approval and review.
Automated Alerts and Notifications
Automated alerts, notifications and emails are sent authorized users regarding any changes to documents or plans, such as editing an existing record, giving feedback, or the conclusion of an approval workflow.
Document Templates
A great way to standardize processes within an organization is through the use of document templates. These documents can bring uniformity to a department or project site, whether they are trip reports, expense reports, or PowerPoint slides.
Features-1-2
Features-2-2
Features-3-1
Document Validation/Verification
Create document validation rules in your SharePoint DMS and automatically verify scanned documents for spelling errors, typos, symbols, and missing or incorrect signatures for easier fixing of these errors and be safe from erroneous documents.
OCR
Convert paper documents into searchable digital files and further convert them into various formats including word, JPG. /PNG. Get the critical data automatically extracted from the pdfs and other documents and get rid of annoying data entry errors.
Managed Metadata
Develop a common taxonomy (classification) of terms to be used across your SharePoint environment by using managed metadata in SharePoint Server, enabling you to find what you're looking for and organize documents effectively.

Capabilities

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Versioning
Tracking different versions of a document to avoid duplication, errant or unwanted updates in documents.
Document Sharing Limitations
Rule-based robotic detection of confidential documents and prevention of accidental sharing of such documentation.
User Permissions
Permission-based access: you can select who can edit, create, share, or remove the documents in your enterprise.
Collect Feedback Workflow
This workflow compiles all participant feedback for the workflow owner and creates a record of the review procedure.
Versioning
Tracking different versions of a document to avoid duplication, errant or unwanted updates in documents.
Document Sharing Limitations
Rule-based robotic detection of confidential documents and prevention of accidental sharing of such documentation.
User Permissions
Permission-based access: you can select who can edit, create, share, or remove the documents in your enterprise.
Collect Feedback Workflow
This workflow compiles all participant feedback for the workflow owner and creates a record of the review procedure.

Benefits

Secure Document
Sharing
Saves Valuable
Time
Improves Data
Management
Consistent and Simple
User Experience
Enables Regulatory
and Compliance
Easy Tracking With
Document Metadata
Seamless, Real-Time
Collaboration
Flexible as Per
Enterprise Needs

Document Management Solution by Industry

Real Estate

  • Tracking of multiple property documents on a centralized platform
  • Eliminate errors and missed deadlines due to robust automation
  • Securely store and access confidential estate documents
  • Search, edit, and save documents on cloud
  • Integrate occupancy & other data from MRI, and more systems

Performing Arts

  • Structured storage of event-related documents
  • Document templates, including event contracts, and reports
  • Document management with real-time collaboration
  • Refined search across the repository based on metadata
  • Document security, including multifactor authentication

Student Living

  • Easily access content from anywhere or any device
  • Quick document sharing with partners, employees, and stakeholders
  • Automatic tagging and saving of documents
  • Get e-signatures and feedbacks on documents automatically
  • Permission-based access on each document

Technology

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Why SharePoint Document Management system is so effective for Enterprises?

More than 250K leading enterprises are using SharePoint DMS because it greatly improves employee performance while reducing operational costs. Want to know how? Get in touch!