Features

Smart-Upload

Drag and Drop Uploader

Drag and Drop Uploader 

Drag and Drop Uploader enables users to upload single or multiple documents by dragging files into the DMS, simplifying document ingestion and improving productivity. 

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Challenges

Understanding the business challenges this feature is designed to eliminate

Time-Consuming Document Uploads

Traditional file upload methods require users to browse folders and select documents individually, slowing document capture and increasing manual effort.

Inefficient Bulk Document Ingestion

Uploading large volumes of enterprise documents one file at a time delays business processes and reduces operational efficiency.

Poor User Experience

Complex upload interfaces discourage users from digitizing and managing documents efficiently, affecting user adoption and digital transformation initiatives.

KeY Capabilities

Intuitive Drag-and-Drop Upload

Upload single or multiple documents by dragging files directly into the platform, making document ingestion faster and more user-friendly.

Bulk Document Upload

Simultaneously upload invoices, contracts, employee records, engineering drawings and other enterprise documents to reduce manual effort and improve productivity.

Multi-Format File Upload

Support PDFs, Microsoft Office documents, scanned images, emails, CAD drawings and other business file formats without compatibility issues.

Automated Document Processing

Automatically trigger AI-powered classification, OCR, metadata indexing and workflow automation immediately after documents are uploaded.

Secure & Reliable Document Ingestion

Validate uploaded files, prevent duplicate document uploads and securely store documents within a centralized enterprise document repository.

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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