Background

The client realized the potential of a win application as a Document Management System through which HR department could manage documents in secure and friendly manner.

The key requirements were

• A privilege based win application through which user can manage documents(upload, edit, delete, view documents, copy )
• Managing the document hierarchy so that it is easy to find and track documents.
• Folder and Category wise document grouping and version control.

Solution

Cygnet Infotech developed a win-based application that had the ability to upload document in any format, the document management was implemented directly from the DMS itself (instead of user’s local hard drive or networked hard drive) for enhanced security.

• The portal provided following capabilities
• Store, organize, and locate documents. Automatically manage metadata for documents so that documents could be easily tracked.
• The HR personnel could consolidate diverse documents into a centrally managed repository that had consistent cataloging.
• Help protect documents from unauthorized access using exhaustive privilege based access.
• Ensure consistent workflows for how documents are handled by implementing folder and category privileges.
• Version Control
• Additional utilities such as copy, view older versions, set as Favorite, drag & drop functionality etc were also provided in the system to enhance end user experience.

Technology Highlights

Benefits to Client

• Enables companies to effectively manage documents (uploaded/updated by different people at different times) through a single common platform that is both secure and user-friendly.
• Provides extensive user and file-level security features
• Standard document management features, such as revision control, retrieval of archived documents and full authority to administration
• Better knowledge sharing, improved customer communications, and increased process efficiency