Document Management Component
The Document Manager offers a single, user-friendly interface to handle documents across multiple storage systems. By streamlining workflows and connecting various storage platforms, it caters to the dynamic needs of both applications and backend systems.
Video Highlights
Centralised document repository
The Genesis document management module provides a central repository for storing and managing documents across applications and workflows.
Flexible storage and access controls
Permissioned users can upload, download, and access documents stored locally, within S3 buckets, or through SharePoint integrations depending on configuration requirements.
Integrated reporting and document workflows
Generated reports and template-based documents integrate directly into the management screen, enabling streamlined access, governance, and operational oversight.
Platform Overview
Features & Capabilities
Versatile Storage Support
Manage documents stored across local servers, Amazon S3, and Microsoft SharePoint environments.
Seamless File Operations
Upload and download files with ease across all supported platforms.
FILE_MANAGER Microservice
Operates APIs to display and manage files within the selected storage system.
Integrations
Event-Driven Triggers
Supports webhook-driven document generation in real time.
Cloud Storage Compatibility
Compatible with cloud storage services for document retrieval and archiving.
Customization
Template Customization
Customize document templates using HTML, CSS, and advanced templating logic.
Configurable Parameters
Adjust document styling, layout, and content mapping through configurable parameters.
Extensible Framework
Integrate additional formatting modules or custom logic as requirements evolve.