Document Management With OCR
Document Management System is a self-hosted, web-based answer designed to assist organizations
securely retailer, observe,
modify, and handle paperwork on a centralized platform. With superior OCR-enabled deep search,
customers can simply
search
by the content material of assorted doc sorts, together with Word paperwork, PDFs, Notepad information, PowerPoint
shows,
Excel spreadsheets, and pictures (e.g., .tif, .tiff, .png, .jpg, .jpeg, .bmp, .pbm, .pgm, .ppm). This functionality
ensures
that data is definitely retrievable, even from scanned paperwork and pictures.
The system gives versatile storage choices comparable to native servers, AWS S3, or Cloudflare R2, and encrypts every
doc for top-tier safety. You can add a number of paperwork and share them with a limiteless variety of system
customers or
roles, granting time-limited entry and particular obtain permissions.
In addition to doc sharing, it consists of strong options comparable to consumer administration, bulk permissions, doc
viewing, reminders, password-protected non-registered customers sharing, and audit monitoring. System customers or roles can
simply share
paperwork with managed entry and ship electronic mail notifications. You may preview, obtain, touch upon, and observe
the
model historical past of paperwork, selling seamless collaboration and transparency. The capacity to add new variations
and
restore older ones ensures paperwork stay correct, whereas complete historical past monitoring helps monitor each
motion
taken on every file.
With multilingual assist and a variety of options, our platform supplies a safe, environment friendly, and collaborative
doc administration answer for organizations of any dimension.
Demo Link
Admin UserUser Name : admin@gmail.com Password : admin@123 |
Employee UserUser Name : worker@gmail.com Password : worker@123 |
All Documents Features
The All Documents Page serves as a centralized hub for customers to effectively manage, share, and
handle their
paperwork. At the center of this web page is the Document List, which shows all obtainable paperwork in an simply
navigable
format. Users can effortlessly type their paperwork by standards comparable to identify or creation date, using strong
filtering choices to refine their search.
These filtering choices embrace looking out by doc identify, filtering by meta tags and classes, assessing
the
doc’s standing (e.g., Draft or Published), choosing storage areas, and narrowing outcomes by the created
date.
For doc creation and updates, the web page permits customers to Add, View, and Edit Documents
seamlessly. New paperwork can
be simply uploaded, whereas present ones might be considered for his or her content material and metadata, and edited as wanted. Users
additionally
have the aptitude to Email Documents straight from the web page, facilitating environment friendly sharing by choosing
recipients
and including personalised messages.
To improve doc sharing, the platform features a function for sharing paperwork with Time
Limitations, enabling customers
to set expiration dates for entry and enhancing safety. Additionally, customers can Download Documents
to their native
gadgets for offline entry when obligatory.
The platform helps steady enchancment and collaboration with options comparable to Upload New
Version, which permits
customers to keep up model management by importing up to date iterations of their paperwork. Users can interact in significant
discussions by including feedback to paperwork, fostering collaboration by suggestions.
To hold observe of doc revisions, customers can entry the View Version History function, which
supplies insights into
modifications remodeled time. Users may set Reminders for particular paperwork, making certain they’re notified of vital
deadlines or assessment dates.
For cases when paperwork are not wanted, the Delete Document function permits for
everlasting elimination, protecting
the
doc repository organized. Finally, customers can share paperwork securely with people who don’t have accounts
by
producing hyperlinks that permit entry to Anonymous Users, full with password safety for added
safety.
Overall, the All Document Page is designed to reinforce consumer expertise, streamline doc workflows, and
facilitate collaboration, making it a useful software for environment friendly doc administration.
Deep Search Feature Highlight
Deep Search allows highly effective, full-text search capabilities throughout varied doc sorts, permitting
customers to find particular data inside each text-based and image-based information. Supported file codecs embrace:
- Word Documents (DOC, DOCX)
- PDFs
- Notepad Files (TXT)
- PowerPoint Presentations (PPT, PPTX)
- Image Files (.tif, .tiff, .png, .jpg, .jpeg, .bmp, .pbm, .pgm, .ppm)
- Excel Spreadsheets (XLS, XLSX)
This function ensures that you may shortly discover related content material even inside scanned paperwork and pictures, making it
simpler to retrieve and manage data throughout your whole doc library.
Add Document Feature
The Add Document function within the Document Management System lets you add and retailer a large
vary of file
codecs,
providing flexibility in the way you handle and manage your paperwork. The system helps PDF information, Word
paperwork
(Docs), Excel spreadsheets, PowerPoint shows (PPT), audio information, video information, photographs, plain textual content information,
and
CSV
(Comma-Separated Values) paperwork. This ensures that you may retailer varied sorts of content material, together with
textual
data, multimedia information, and structured information.
Assign Document Features
The Assign Document Page is a user-friendly interface that permits all customers to view and work together
with paperwork
assigned
to them. Upon getting into the web page, customers will see a complete listing of paperwork particularly assigned to them,
offering an organized solution to observe their obligations and duties
To improve usability, customers can Search Documents utilizing varied standards, together with Name,
Category,
Meta Tags, Status,
and Storage Types. This highly effective search performance allows customers to shortly find related paperwork,
making the
course of environment friendly and streamlined.
Each doc within the listing consists of choices for customers to View and Add Comments. This function
encourages collaboration,
permitting customers to interact with the content material and supply suggestions or insights on the paperwork they’re assigned.
For customers with applicable permissions, further choices improve the doc administration expertise. They can
Add
Documents to the listing, integrating new information seamlessly into their workflow. Users may create
Sharable Links,
making it simple to share paperwork with others whereas sustaining management over entry.
Moreover, customers can set Reminders for particular paperwork, making certain they’re notified of vital
deadlines or
actions
required. The web page additionally incorporates a Version History choice, enabling customers to maintain observe of doc modifications over
time,
which is essential for sustaining accuracy and accountability.
Lastly, a devoted List of Reminders supplies customers with an summary of all upcoming
notifications, serving to them
keep
organized and on prime of their duties.
In abstract, the Assign Document Page not solely permits customers to see and work together with assigned paperwork but additionally
equips
them with important instruments for enhanced productiveness and collaboration, making it an integral a part of efficient
doc
administration.
Document Sharing Features:
The Document Sharing Page supplies a complete interface for managing shared paperwork amongst
customers and roles. It
permits you to share paperwork simply with particular customers or outlined roles inside your group, streamlining
collaboration and entry administration. You can set particular durations for doc sharing, making certain that entry is
granted
just for an outlined timeframe to reinforce safety. The platform additionally provides you management over obtain permissions,
permitting you to determine whether or not recipients can obtain the shared paperwork.
Additionally, the system robotically sends electronic mail notifications to customers when a doc is shared, protecting
everybody
knowledgeable and facilitating immediate motion. You can view an in depth listing of paperwork assigned to customers or roles, which
consists of data comparable to whether or not downloading is allowed, the precise consumer or function that has entry, their electronic mail
handle, the kind of consumer or function, and the beginning and finish dates of the sharing interval. This devoted web page enhances
the
effectivity and safety of doc sharing, offering a transparent overview of entry rights and facilitating efficient
communication amongst customers.
Shareable Link Features
The Shareable Link function within the Document Management System permits customers to share paperwork with
non-system customers
by way of a
safe hyperlink, providing a number of superior controls to make sure safe sharing. When producing a singular shareable hyperlink,
customers
can Set a Password to limit entry, making certain that solely approved recipients with the proper
password can view
the
doc. This provides a necessary layer of safety, particularly when coping with delicate data.
In addition to password safety, customers can outline an Expiration Date for the hyperlink, robotically disabling entry
after a specified time interval. This function prevents long-term or unintended entry to paperwork, including one other
layer
of management.
The system additionally supplies flexibility by together with a Download Option. This permits doc house owners to
determine whether or not the
recipient can Download the File or merely View it Online, based mostly on the extent of
entry required.
These mixed options—password safety, hyperlink expiration, and obtain management—permit for safe and customizable
sharing with exterior customers. They be sure that delicate paperwork are protected whereas nonetheless facilitating simple and
managed collaboration.
Document Versioning Overview
The Document Versioning function is a vital part of the Document Management Page,
offering customers with
complete instruments to handle the evolution of their paperwork over time. This performance permits customers to
keep a
clear and arranged historical past of modifications, making certain that vital edits and updates are tracked successfully.
Users can Add New Versions of a doc seamlessly, enabling them to replace content material whereas
preserving earlier
iterations. Each time a brand new model is uploaded, it’s robotically logged, permitting for straightforward entry and
administration.
To facilitate oversight, customers can All Versions in a devoted listing. This listing shows every
model alongside key
particulars, such because the model quantity, date created, and any related notes relating to modifications made.
When customers have to assessment particular content material, they will View Older Versions of a doc. This
functionality is essential for
assessing modifications and understanding the doc’s growth over time.
If a earlier model is deemed extra appropriate, customers can simply Restore Older Versions because the
present doc. This
function ensures that customers can revert to prior content material when obligatory, sustaining flexibility in doc
administration.
Additionally, customers have the choice to Download Older Version Documents, permitting for offline
entry or additional
examination. This functionality ensures that vital revisions might be retained even when the doc undergoes
vital
modifications.
In abstract, the Document Versioning function empowers customers with the instruments wanted to handle doc modifications
successfully,
enhancing collaboration and making certain that very important data is preserved all through the doc’s lifecycle.
Documents Audit Trail Features:
The Documents Audit Trail function permits you to keep full oversight of all document-related
actions. You can view a complete listing that features important data such because the motion date, doc
identify, class identify, and the precise operations carried out on every doc, comparable to creation, studying, including or
eradicating permissions, viewing, and including variations. This path additionally specifies who carried out the motion, to whom it
was directed, and the related roles concerned within the operation.
To improve usability, the audit path consists of pagination and filtering choices, enabling you to filter the listing by
identify, class, and customers. This performance ensures that you may shortly and effectively find particular actions
or
paperwork, making it simpler to trace modifications and keep compliance. With this strong audit path, you possibly can guarantee
transparency, accountability, and safety in your doc administration processes.
In addition to the varied file format assist, the system supplies the choice so as to add paperwork to completely different
Storage
Types. You can select particular storage areas (e.g., cloud storage, native servers, or exterior
drives), enabling
you
to tailor doc group in line with your storage preferences or compliance necessities.
Once a doc is uploaded, you possibly can simply Share Documents with particular customers or roles. This
function ensures
managed entry to paperwork, permitting you to outline who can view, edit, or collaborate on the doc.
Role-based
sharing improves safety and collaboration by making certain that solely approved people or teams have entry to
delicate or vital paperwork.
This complete Add Document function makes the system a flexible and safe platform for
dealing with all kinds
of
doc codecs, storage sorts, and collaborative wants.
Document Category Overview
The Document Category web page permits customers to create and handle doc classes inside the
Document Management System
(DMS). Users can simply outline new classes to arrange paperwork successfully, making certain a streamlined
and
intuitive
library construction.
Additionally, the web page consists of the choice so as to add baby classes, enabling customers to create a
hierarchical
categorization system. This function permits for extra granular group, making it simpler to type and find
paperwork
based mostly on particular standards. By using customized classes and subcategories, customers can improve doc retrieval
effectivity and keep a well-structured repository that aligns with their organizational wants.
Document Status Overview
The Document Status web page permits customers to create and handle customized statuses for
paperwork inside the Document
Management
System (DMS) . Users can simply outline new statuses and assign a singular coloration to every one, making it
easy to
visually
determine and categorize paperwork within the library at a look. This function enhances group by permitting customers
to
shortly differentiate between varied doc states, comparable to “Draft,” “Under Review,” “Approved,” or some other
customized
standing that fits their workflow. By offering a transparent visible illustration of doc statuses, this web page helps
streamline doc administration processes and enhance total effectivity.
Document Preview Features
The Document Management System gives a strong preview function that permits you to seamlessly
preview a large
number of
uploaded file sorts straight inside the platform. Whether you’re working with audio information, video information, photographs, textual content
paperwork, PDFs, or Microsoft Office paperwork (comparable to Word, Excel, and PowerPoint), our system helps
complete
file preview capabilities. This eliminates the necessity to obtain information simply to view them, enhancing consumer comfort
and
enhancing workflow effectivity by permitting you to shortly assessment paperwork and media with out leaving the platform.
User and Role Management Features
User and Role Management function supplies strong instruments for controlling entry and permissions
throughout the
platform.
Key functionalities embrace:
-
Add Users with Roles: Easily add new customers and assign them particular roles based mostly on their
obligations inside the
group, streamlining the administration of consumer entry. -
Create New Roles: Define new roles inside the system to accommodate completely different ranges of entry
and permissions, making certain that every consumer
has the suitable stage of management and visibility. -
Granular Permission Control: For every consumer or function, you possibly can assign particular permissions to
carry out varied actions inside the software. This can
be achieved by a user-friendly interface that permits you to management entry to every web page or function of the system,
making certain that customers can solely carry out actions related to their function.
Document Storage Settings Features
Users can configure varied storage choices, together with AWS S3 and Cloudflare R2, with particular fields required for
every
storage kind. Additionally, there’s a default choice obtainable for storing information on a neighborhood server. This native
server
setting can’t be deleted, making certain a dependable and constant storage choice for customers.
-
Enable Encryption: When chosen, this selection ensures that information are saved in encrypted kind
inside the chosen storage. -
Set as Default:If this selection is ready to “true,” the storage turns into the default choice in
the dropdown on the doc add web page.
Upon saving the storage settings, the system makes an attempt to add a dummy file to confirm the configuration. If the
add
is profitable, the settings are saved; in any other case, an error message prompts the consumer to regulate the sector values.
Page Helpers Features
The Page Helpers function supplies an in depth listing of all pages inside the software, serving to
customers perceive every
web page’s performance and learn how to function it successfully. Users can view complete details about every web page,
together with directions on learn how to use the options obtainable on that web page.
Additionally, there’s an choice to edit web page data straight inside an HTML editor, permitting
for straightforward
customization and updates to web page content material. This performance is right for managing on-page directions, enhancing
consumer
expertise, or tailoring the applying to your particular organizational wants.
SMTP Email Settings Overview
The Email SMTP Settings web page inside DMS permits directors to configure and handle the SMTP
settings for
sending emails. This ensures that emails despatched from the system are accurately and effectively delivered to recipients.
Login Audit Logs Overview
The Login Audit Logs web page supplies a centralized document of all authentication actions inside the
Document Management System (DMS) . Administrators can monitor and assessment detailed logs of all
login makes an attempt, each profitable and failed,
made by customers. This function gives a complete overview of consumer actions, serving to to reinforce system safety
by
figuring out suspicious login patterns or unauthorized entry makes an attempt. With clear visibility into authentication
occasions,
directors can keep higher management and safeguard the system in opposition to potential safety dangers.
Reminders Page with Flexible Scheduling Overview
The Reminders web page within the Document Management System (DMS) gives enhanced
flexibility by permitting
customers to create
reminders that repeat at varied intervals. In addition to creating one-time reminders, customers can schedule recurring
reminders on a day by day, weekly, month-to-month, quarterly, half-yearly, or yearly foundation. This function is
notably helpful
for
monitoring duties and actions tied to doc administration deadlines or recurring obligations, making certain customers
keep
on prime of vital occasions and milestones. The capacity to customise reminder frequency supplies larger management and
effectivity in managing ongoing document-related duties.
Error Logs Overview
The Error Logs web page supplies customers with entry to detailed logs generated by the backend REST API.
This function is
important for monitoring software efficiency and diagnosing points which will happen throughout API interactions. By
reviewing these logs, customers can troubleshoot errors, determine potential issues, and make sure the system runs
easily.
The Error Logs performance helps keep system reliability and allows fast decision of any
technical points
that
come up inside the software.
Languages
You have full management over language administration by our intuitive consumer interface. Effortlessly add, replace,
or delete languages to align along with your wants. Furthermore, you possibly can tailor the labels inside the consumer interface
itself, making certain a completely customizable and adaptable expertise that displays your distinctive necessities.
Documentation:
https://docs.mlglobtech.com/doc-mgt-dotnet
Full Source Code & Many extra Features
You will get full Source Code of Document Management and construct model for SQL Server and MySQL database supplier.
- Manage Documents: You can Store limitless paperwork by class or sub class.
-
Deep Search: The Deep Search function permits you to search by the content material of assorted sorts of
paperwork, together with Word paperwork, PDFs, Notepad information, PPT, Images (.tif, .tiff, .png, .jpg, .jpeg, .bmp, .pbm,
.pgm, .ppm) and Excel
spreadsheets. Follow the directions beneath to make sure correct and environment friendly searches. -
Upload Documents:You can Upload PDF, Docs, Excel, PPT, audio, video, all kind of photographs,
textual content
and CSV Documents. -
Document entry management: Assign doc to customers or roles for particular time frame or
limitless interval and set permit obtain choice. -
Audit trails: Document element Audit path like Who is created, edited, considered and assigned
permission to
which customers or roles. -
Document Preview: Preview Uploaded information together with audio, video, picture, textual content, PDF and all
the
Microsoft Office Documents. -
Document Mata Tags: You can add a number of Meta Tags on paperwork and by meta tags you possibly can
search
the precise paperwork. -
Document Versioning:
You can add the Document’s a number of variations. You can See the Older model Document and likewise restore it
to
the
present model. -
Amazon S3 Cloud and Cloudflare R2 Support:
Document Management system helps seamless integration with Amazon S3 and Cloudflare R2 storage. With this new
function,
customers can now get pleasure from enhanced flexibility and reliability in storing their paperwork. - Comments: Users can add/view a number of feedback on the file.
- Send Email:You can ship electronic mail connected with System Document to anybody.
-
Automate Reminder:You can set recurring Daily, Weekly, Monthly, Quarterly, Half Yearly,
Yearly
or Specific Date reminder within the system or on the doc to get notification or electronic mail. -
Document Category:Users can create and handle doc classes inside the Document Management
System (DMS). Users can simply outline new classes to arrange paperwork successfully, making certain a streamlined and
intuitive library construction. -
Document Status:Users can add, edit, and examine a listing of doc statuses. Each standing consists of
three customizable fields: identify,
description, and a singular color code for straightforward identification and group of paperwork. -
Document Storage:Users can configure varied storage choices, together with AWS S3 and Cloudflare R2,
with particular fields required for every
storage kind. Additionally, there’s a default choice obtainable for storing information on a neighborhood server. This native
server setting can’t be deleted, making certain a dependable and constant storage choice for customers. -
Company Profile: The Company Profile function permits customers to customise the branding of the
software by getting into the corporate identify and
importing logos. This customization will mirror on the login display screen, enhancing the skilled look and
model
identification of the applying. -
Support Multiple Language:By default, the applying comes with English, Spanish, Arabic,
Russian, Japanese, Korean and Chinese languages. You can add a brand new language in simply minutes. - Access administration: Role and particular person consumer based mostly privilege management authorization.
- Dashboard:You can see class smart paperwork statistics and Calendar with Reminder.
-
User & Role administration: Admin can create User and Role by way of admin panel and assign function to
customers. -
Full Source Code:
You will get full Source Code of Document Management System and construct model for MS SQL SERVER and
MySQL
database supplier.
Demo Link
Admin UserUser Name : admin@gmail.com Password : admin@123 |
Employee UserUser Name : worker@gmail.com Password : worker@123 |
Project Requirement
-
Net Version:
Document Management minimal required Net model: >=8.0 -
SQL Server:
Document Management requires SQL Server model: >= 2008
Recommended SQL Server model: >=2022.
MySQL:
Document Management requires MySQL model: >= 5.6.
Recommended MySQL model: >=5.7.
Project Technologies
- Net 8.0
- Angular 18
- Angular Material UI
- Bootstrap 5
- SQL Server
- MySQL
- Hangfire
Important Note on Installation
Installing the Document Management System on a server might be difficult for non-technical customers, particularly on a
Linux
server. It is vital to notice that this method can’t be hosted on Linux shared internet hosting environments. To
efficiently
host the Document Management System on a Linux server, you will want both a Virtual Private Server (VPS) or a
Dedicated Server. These choices present the required assets and management to make sure optimum efficiency and
safety
for the applying.
For customers concerned with internet hosting the Document Management System on a Windows atmosphere, it’s attainable to set it up
on
each Windows shared internet hosting and Dedicated Servers. Hosting on Windows shared internet hosting might supply a extra user-friendly
expertise for these much less accustomed to server administration, whereas a devoted server supplies enhanced management and
assets for extra demanding functions.
We suggest consulting with a technical skilled or service supplier to help with the set up course of,
particularly if you’re not accustomed to server administration.
Change Logs
-------------------------------------------------
23 Oct 2024: V5.0
New Features:
1. Deep Search.
2. OCR (Text Extraction from Scanned Documents and Images)
-------------------------------------------------
15 Oct 2024: V4.0 (Breaking Changes)
New Features:
1. Aws S3 and Cloudflare R2 assist.
2. Share doc by way of safe hyperlink
3. Document Status
4. Page Information toolbar in every display screen
5. Ability to alter Title, Logo and Banner picture
6. Error logs
7. Each doc encryption/decrypt with completely different key
8. Send Email notification to customers whereas sharing doc
9. New UI introduce.
Bug fixes:
1. Reminder notification
2. Pagination points.
3. User login IP Address concern.
4. Document workplace viewer
5. Time zone points.
6. Dashboard reminder concern.
Updates:
1. UI Design and responsiveness
2. .Net 8 assist
3. Angular 18 Support
4. Improve system safety
-------------------------------------------------
8 Dec 2023: V3.2
Bug fixes:
1. Bug fixes & UI enhancements.
-------------------------------------------------
6 April 2023: V3.1
New Features:
1..NET 7 Support
2. Bug fixes & stability enhancements.
--------------------------------------------------
21 June 2022 : V3
New Features:
1. Document Versions
2. Document Comments
3. Document Meta Tags
-------------------------------------------------
25 Dec 2021 : V2.0
Breaking Changes
1. All Type of Document Upload and Preview.
2. Send Email.
3. Support Multiple Language
4. Automate Reminder
5. Send Email
6. Dashboard
-------------------------------------------------
24 March 21 : V1.0
Initial Release
