Features

Smart-Upload

Add Index

Add Index 

Add Index enables users to assign metadata and business-specific index values while uploading documents into an Intelligent Document Management System (DMS), ensuring accurate document organization, faster enterprise search and efficient document retrieval. 

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Challenges

Understanding the business challenges this feature is designed to eliminate

Poorly Indexed Document Repositories

Documents uploaded without proper indexing are difficult to organize, retrieve and manage, leading to inefficient document management and information silos.

Manual Post-Upload Indexing

Indexing documents after upload increases manual effort, introduces errors and delays document availability for business users.

Limited Search & Document Governance

Missing or inconsistent metadata reduces search accuracy, impacts workflow automation and makes compliance and document governance more challenging.

KeY Capabilities

Index Documents During Upload

Assign metadata such as Invoice Number, Customer ID, Employee ID, Contract Type or Project Code while uploading documents for immediate organization and retrieval.

Configurable Metadata Fields

Create and capture business-specific index fields that align with organizational processes, document types and compliance requirements.

Mandatory Index Validation

Enforce required metadata fields before document upload to improve data quality, consistency and audit readiness.

AI-Assisted Metadata Capture

Leverage AI, OCR and Intelligent Document Processing (IDP) to automatically extract and populate index values, minimizing manual data entry.

Search & Workflow Enablement

Make documents instantly searchable while enabling workflow automation, document classification, retention policies and enterprise document governance.

Structure your documents with custom metadata for faster search and smarter control.

Use Cases

Solutions Across Departments

Centralized employee records for compliance and lifecycle management

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Employee Code for unique employee identification
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Joining Date to track tenure and eligibility
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Policy Version to manage compliance and updates
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Appraisal Cycle for performance review timelines
Centralized employee records for compliance and lifecycle management

Structured financial data for audits and regulatory readiness.

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Loan Number for account level tracking
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Customer ID to link financial records
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Invoice Date for billing and reconciliation
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PO Number for procurement validation
Structured financial data for audits and regulatory readiness.

Organized contracts for visibility, risk control and renewals.

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Contract Type to classify agreements
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Counterparty Name for stakeholder identification
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Renewal Date to avoid missed obligations
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Risk Category for compliance and exposure tracking
Organized contracts for visibility, risk control and renewals.

Project documents streamlined for governance and compliance.

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Project ID for centralized project documentation
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RERA Number to ensure regulatory compliance
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Unit Code for asset-level reference
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Approval Authority for governance and control
Project documents streamlined for governance and compliance.

FAQ’s

Frequently Asked Questions

Can I create different sets of metadata for different document types?

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Yes. You can define metadata templates based on document categories (e.g., invoices, contracts, employee forms).

What metadata field types are supported?

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Text fields, dropdowns, dates, checkboxes, numbers, radio buttons, multi-select fields and more.

Can metadata be made mandatory for document uploads?

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Absolutely. You can configure rules that enforce metadata completion before document submission.

Can users edit metadata later?

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With proper role-based access, metadata fields can be edited, versioned and audited.

Unlock the Future of Document Management

Discover a new era of efficiency, where powerful features and intuitive design work together to elevate your file management experience.

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