DMS Online Tool
A scalable DMS tool to ingest, index, and manage versioned documents with metadata, retention policies, and secure, role-based access.
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About This Tool
Behind the scenes, the ingestion pipeline stores content securely, assigns a unique document_id, and builds a search index. Full-text extraction runs when possible, enabling rapid retrieval across titles, metadata, and content. Access controls are enforced at record level, with role based permissions and audit logs that capture each read or write action. The tool supports bulk imports, API driven workflows, and optional OCR multilingual support for scanned PDFs and images, broadening the searchable surface area.
Key outputs include document_id, status, index_status, created_at, and version. Optional exports and event data can feed downstream systems. Error handling covers missing required inputs, oversized files, or unsupported formats, with explicit error codes for integration scenarios. Optional features such as automated retention rules and auto classification help maintain compliance without manual tagging, while API integrations enable external apps to trigger ingestion, search, and export.
Who benefits: legal departments, compliance officers, operations teams, and IT admins. Unique value lies in combining versioned storage, robust metadata, searchability, and auditable governance in a single tool, with scalable performance and API first access.
How to Use
- Provide inputs: repository_id, document_name, file_content (base
- , and metadata.
- Configure versioning, retention_days, and permissions.
- Run ingestion to create document_id and index.
- Retrieve outputs via document_id and verify index status.
- Optional: set automated retention rules, export or integrate with downstream systems.
Frequently Asked Questions
Find Quick Answers
What file types are supported?
Is data secure?
Can I migrate existing documents?
How is retention enforced?
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