Document and Records ManagementPurpose
1.2. Automates classification, tagging, and full-text indexing of multiple document formats.
1.3. Automates access control tied to user roles and compliance policies in public administration.
1.4. Automates audit trails and retention policy enforcement on all indexed records.
1.5. Automates federation of search across multiple legacy and cloud repositories.
1.6. Automates metadata extraction for reporting and compliance verifications.
1.7. Automates OCR for scanned documents and hand-written forms for searchable conversion.
1.8. Automates notifications for regulatory review and document archiving requirements.
Trigger Conditions
2.2. Automating on scheduled sync with legacy document management systems.
2.3. Automating based on email attachment receipt.
2.4. Automating when documents meet expiry or compliance thresholds.
2.5. Automating manual index requests via workflow portals.
Platform Variants
• Feature: Automate library triggers and Search API for real-time indexing setup; sample: configure flow to "When a file is created" → "Update index".
3.2. Google Workspace (Drive, Cloud Search)
• Feature: Automates Cloud Search APIs, trigger on Drive file creation; configure GCP project access and automate search sync.
3.3. M-Files
• Feature: Automate using Event Handlers, Metadata auto-classification upon upload; configure document class triggers.
3.4. Alfresco
• Feature: Automate using Process Services and Content Services REST API; auto-index on node creation.
3.5. ElasticSearch
• Feature: Automate ingest pipelines; configure automated bulk indexing API endpoint.
3.6. DocuWare
• Feature: Automate via Intelligent Indexing Service; configure document tray triggers.
3.7. IBM FileNet
• Feature: Automate Content Search Services; configure document arrival events for automated indexing.
3.8. OpenText Content Suite
• Feature: Automate Enterprise Search and auto-categorization; utilize automated workflow trigger actions.
3.9. AWS S3 + AWS Lambda
• Feature: Automate PUT event trigger; Lambda function automating indexing into AWS OpenSearch.
3.10. Zoho WorkDrive
• Feature: Automate through Zoho Flow and REST API; auto-index documents on upload.
3.11. Laserfiche
• Feature: Automate Workflow Service, configure automator for document classified indexing.
3.12. Box
• Feature: Automate Events API and Box Skills for auto-extraction of keywords; configure event-based workflows.
3.13. Dropbox Business
• Feature: Automate via Webhooks on document upload; set integration to trigger text extraction/indexing service.
3.14. Hyland OnBase
• Feature: Automate Document Import Processor; configure automated document type mapping.
3.15. SAP Document Management
• Feature: Automate Content Management APIs; schedule indexers to run on arrival.
3.16. Oracle WebCenter Content
• Feature: Automate Content Processing Manager; define ingest rules for automated indexing.
3.17. MongoDB Atlas Search
• Feature: Automate via Change Streams; auto-index triggered insertions.
3.18. Coveo
• Feature: Automate Push API for document ingest; use automated triggers from connected sources.
3.19. Everteam
• Feature: Automate Classification and Indexing Module; trigger on new document.
3.20. Micro Focus Content Manager
• Feature: Automate document registration rules; configure automated search indexing policy.
Benefits
4.2. Automates search and reporting to decrease FOI response time.
4.3. Automates record retention and destruction scheduling for regulatory adherence.
4.4. Automates reduction of manual handling, lowering risk of error.
4.5. Automatesability of integrating with existing e-government services and portals.
4.6. Automates multi-repository search, raising productivity across regional offices.
4.7. Automates archives, freeing storage and ensuring up-to-date records.
4.8. Automates document processing, supporting digital government initiatives and citizen service improvements.