Document management
Store, find and control documents with versions, permissions and retention.
The problem
Important documents live in email attachments, shared drives and filing cabinets, with no control over versions or access.
Overview
We build document management with structured metadata, permissions, versioning, search and retention, plus digitisation of paper archives.
Approach
- 01
Define document types and metadata
- 02
Set permissions and retention
- 03
Digitise and index existing archives
- 04
Integrate with business systems
Capabilities
Repository
Versioned storage with metadata.
Search
Full-text and metadata search.
Permissions
Role-based access and audit.
Digitisation
OCR and extraction.
Typical components
What a solution like this is usually made of.
- Document store
- Search index
- Capture tools
- Retention jobs
Intended outcomes
What the solution is designed to achieve. Results depend on your starting point.
- Documents found in seconds
- Controlled access
- Retention handled automatically
Services involved
Document digitisation
Scanning workflows, OCR and AI extraction, indexing, document management and retention policies for paper-heavy processes.
CMS and headless CMS development
Structured content models, editorial workflows and headless or traditional CMS implementations with previews, scheduling and revisions.
AI-powered automation
Automation that combines AI understanding of documents, emails and messages with deterministic workflows and human review.
Shape this solution around your organisation
We start with a short discovery conversation, then propose the smallest version that proves value.