Reality Tech has vast experience in deploying real-world Document Management solutions that work for business users

Document ManagementWe offer an unlimited range of custom Document Management solutions that customize and simplify the user experience while minimizing the effort and time for upload and collaborate on documents. This includes automation to create and configure document repositories, enterprise-class customized search, and automated tagging and securing of documents. Other customized Document Management solutions include automated routing of documents to the appropriate location, and automated filing of links to documents in multiple locations based on document metadata.  Solutions include:

  • Custom MS-Office and SharePoint browser ribbon actions to create metadata tagged folders for projects
  • Custom libraries, folders, metadata and content types, all centrally managed
  • Matter management
  • Optimized search
  • Compliance
  • CSV-based, automatically generated library of metadata defaulted folders
  • Changes to CSV automatically propagate to rename folders and tags
  • Automated reporting of folders missing documents based on fiscal year
  • Security automated to prevent users from deploying anywhere but leaf folders
  • Real-time tagging of Fiscal Year based on current date
  • Automatic generation of links stored in other folders based on metadata matching
  • Custom SharePoint site, library and folder hierarchy driven from a CSV
  • Automated process to detect FTP arrival of reports, unzip, and file into the correct location, based on a user managed CSV set file matching rules
  • Custom and consistent hierarchy of annual and monthly libraries, each with custom folders, metadata and security, all driven from a centrally secured CSV
  • Special logic to block creation of folders, except by authorized personnel
  • Automated document routing system to allow bulk upload of documents, with logic to route documents to the correct audit library and site, with end user confirmation
  • Automated document routing based on user selection from a managed metadata taxonomy
  • Remote Blob Storage for file storage optimization for scalability, performance, and tiered storage management

Let Reality Tech work with your team to create a wide range of custom document management solutions that customize and simplify the user experience while minimizing the effort and time for upload and collaborate on documents. This includes automation to create and configure document repositories, enterprise-class customized search, and automated tagging and securing of documents. Other customized document management solutions include automated routing of documents to the appropriate location, and automated filing of links to documents in multiple locations based on document metadata.

Let us design the perfect Document Management solution that reduces the clicks for key end-user activities, and optimizes the end-user experience.