Document Management With OCR Download For Free
Document Management System is a self-hosted, web-based solution designed to help organizations
securely store, track,
modify, and manage documents on a centralized platform. With advanced OCR-enabled deep search,
users can easily
search
through the content of various document types, including Word documents, PDFs, Notepad files, PowerPoint
presentations,
Excel spreadsheets, and images (e.g., .tif, .tiff, .png, .jpg, .jpeg, .bmp, .pbm, .pgm, .ppm). This capability
ensures
that information is easily retrievable, even from scanned documents and images.
The system offers flexible storage options such as local servers, AWS S3, or Cloudflare R2, and encrypts each
document for top-tier security. You can upload multiple documents and share them with an unlimited number of system
users or
roles, granting time-limited access and specific download permissions.
In addition to document sharing, it includes robust features such as user management, bulk permissions, document
viewing, reminders, password-protected non-registered users sharing, and audit tracking. System users or roles can
easily share
documents with controlled access and send email notifications. You can also preview, download, comment on, and track
the
version history of documents, promoting seamless collaboration and transparency. The ability to upload new versions
and
restore older ones ensures documents remain accurate, while comprehensive history tracking helps monitor every
action
taken on each file.
With multilingual support and a wide range of features, our platform provides a secure, efficient, and collaborative
document management solution for organizations of any size.
Demo Link
https://docmgt.mlglobtech.com
Admin User
User Name : admin@gmail.com Password : admin@123 |
Employee User
User Name : employee@gmail.com Password : employee@123 |
All Documents Features
The All Documents Page serves as a centralized hub for users to efficiently organize, share, and
manage their
documents. At the heart of this page is the Document List, which displays all available documents in an easily
navigable
format. Users can effortlessly sort their documents by criteria such as name or creation date, utilizing robust
filtering options to refine their search.
These filtering options include searching by document name, filtering through meta tags and categories, assessing
the
document’s status (e.g., Draft or Published), selecting storage locations, and narrowing results by the created
date.
For document creation and updates, the page allows users to Add, View, and Edit Documents
seamlessly. New documents can
be easily uploaded, while existing ones can be viewed for their content and metadata, and edited as needed. Users
also
have the capability to Email Documents directly from the page, facilitating efficient sharing by selecting
recipients
and adding personalized messages.
To enhance document sharing, the platform includes a feature for sharing documents with Time
Limitations, enabling users
to set expiration dates for access and improving security. Additionally, users can Download Documents
to their local
devices for offline access when necessary.
The platform supports continuous improvement and collaboration with features such as Upload New
Version, which allows
users to maintain version control by uploading updated iterations of their documents. Users can engage in meaningful
discussions by adding comments to documents, fostering collaboration through feedback.
To keep track of document revisions, users can access the View Version History feature, which
provides insights into
changes made over time. Users can also set Reminders for specific documents, ensuring they are notified of important
deadlines or review dates.
For instances when documents are no longer needed, the Delete Document feature allows for
permanent removal, keeping
the
document repository organized. Finally, users can share documents securely with individuals who do not have accounts
by
generating links that allow access to Anonymous Users, complete with password protection for added
security.
Overall, the All Document Page is designed to enhance user experience, streamline document workflows, and
facilitate collaboration, making it an invaluable tool for efficient document management.
Deep Search Feature Highlight
Deep Search enables powerful, full-text search capabilities across various document types, allowing
users to locate specific information inside both text-based and image-based files. Supported file formats include:
- Word Documents (DOC, DOCX)
- PDFs
- Notepad Files (TXT)
- PowerPoint Presentations (PPT, PPTX)
- Image Files (.tif, .tiff, .png, .jpg, .jpeg, .bmp, .pbm, .pgm, .ppm)
- Excel Spreadsheets (XLS, XLSX)
This feature ensures that you can quickly find relevant content even within scanned documents and images, making it
easier to retrieve and organize information across your entire document library.
Add Document Feature
The Add Document feature in the Document Management System enables you to upload and store a wide
range of file
formats,
offering flexibility in how you manage and organize your documents. The system supports PDF files, Word
documents
(Docs), Excel spreadsheets, PowerPoint presentations (PPT), audio files, video files, images, plain text files,
and
CSV
(Comma-Separated Values) documents. This ensures that you can store various types of content, including
textual
information, multimedia files, and structured data.
Assign Document Features
The Assign Document Page is a user-friendly interface that allows all users to view and interact
with documents
assigned
to them. Upon entering the page, users will see a comprehensive list of documents specifically assigned to them,
providing an organized way to track their responsibilities and tasks
To enhance usability, users can Search Documents using various criteria, including Name,
Category,
Meta Tags, Status,
and Storage Types. This powerful search functionality enables users to quickly locate relevant documents,
making the
process efficient and streamlined.
Each document in the list includes options for users to View and Add Comments. This feature
encourages collaboration,
allowing users to engage with the content and provide feedback or insights on the documents they are assigned.
For users with appropriate permissions, additional options enhance the document management experience. They can
Add
Documents to the list, integrating new files seamlessly into their workflow. Users can also create
Sharable Links,
making it easy to share documents with others while maintaining control over access.
Moreover, users can set Reminders for specific documents, ensuring they are notified of important
deadlines or
actions
required. The page also features a Version History option, enabling users to keep track of document changes over
time,
which is crucial for maintaining accuracy and accountability.
Lastly, a dedicated List of Reminders provides users with an overview of all upcoming
notifications, helping them
stay
organized and on top of their tasks.
In summary, the Assign Document Page not only allows users to see and interact with assigned documents but also
equips
them with essential tools for enhanced productivity and collaboration, making it an integral part of effective
document
management.
Document Sharing Features:
The Document Sharing Page provides a comprehensive interface for managing shared documents among
users and roles. It
allows you to share documents easily with specific users or defined roles within your organization, streamlining
collaboration and access management. You can set specific periods for document sharing, ensuring that access is
granted
only for a defined timeframe to enhance security. The platform also gives you control over download permissions,
allowing you to decide whether recipients can download the shared documents.
Additionally, the system automatically sends email notifications to users when a document is shared, keeping
everyone
informed and facilitating prompt action. You can view a detailed list of documents assigned to users or roles, which
includes information such as whether downloading is allowed, the specific user or role that has access, their email
address, the type of user or role, and the start and end dates of the sharing period. This dedicated page enhances
the
efficiency and security of document sharing, providing a clear overview of access rights and facilitating effective
communication among users.
Shareable Link Features
The Shareable Link feature in the Document Management System allows users to share documents with
non-system users
via a
secure link, offering several advanced controls to ensure secure sharing. When generating a unique shareable link,
users
can Set a Password to restrict access, ensuring that only authorized recipients with the correct
password can view
the
document. This adds an essential layer of protection, especially when dealing with sensitive information.
In addition to password protection, users can define an Expiration Date for the link, automatically disabling access
after a specified time period. This feature prevents long-term or unintended access to documents, adding another
layer
of control.
The system also provides flexibility by including a Download Option. This allows document owners to
decide whether the
recipient can Download the File or simply View it Online, based on the level of
access required.
These combined features—password protection, link expiration, and download control—allow for secure and customizable
sharing with external users. They ensure that sensitive documents are protected while still facilitating easy and
controlled collaboration.
Document Versioning Overview
The Document Versioning feature is an essential component of the Document Management Page,
providing users with
comprehensive tools to manage the evolution of their documents over time. This functionality allows users to
maintain a
clear and organized history of changes, ensuring that important edits and updates are tracked effectively.
Users can Add New Versions of a document seamlessly, enabling them to update content while
preserving previous
iterations. Each time a new version is uploaded, it is automatically logged, allowing for easy access and
management.
To facilitate oversight, users can All Versions in a dedicated list. This list displays each
version alongside key
details, such as the version number, date created, and any relevant notes regarding changes made.
When users need to review specific content, they can View Older Versions of a document. This
capability is crucial for
assessing changes and understanding the document’s development over time.
If a previous version is deemed more suitable, users can easily Restore Older Versions as the
current document. This
feature ensures that users can revert to prior content when necessary, maintaining flexibility in document
management.
Additionally, users have the option to Download Older Version Documents, allowing for offline
access or further
examination. This capability ensures that important revisions can be retained even if the document undergoes
significant
changes.
In summary, the Document Versioning feature empowers users with the tools needed to manage document changes
effectively,
enhancing collaboration and ensuring that vital information is preserved throughout the document’s lifecycle.
Documents Audit Trail Features:
The Documents Audit Trail feature allows you to maintain complete oversight of all document-related
activities. You can view a comprehensive list that includes critical information such as the action date, document
name, category name, and the specific operations performed on each document, such as creation, reading, adding or
removing permissions, viewing, and adding versions. This trail also specifies who performed the action, to whom it
was directed, and the relevant roles involved in the operation.
To enhance usability, the audit trail includes pagination and filtering options, enabling you to filter the list by
name, category, and users. This functionality ensures that you can quickly and efficiently locate specific actions
or
documents, making it easier to track changes and maintain compliance. With this robust audit trail, you can ensure
transparency, accountability, and security in your document management processes.
In addition to the diverse file format support, the system provides the option to add documents to different
Storage
Types. You can choose specific storage locations (e.g., cloud storage, local servers, or external
drives), enabling
you
to tailor document organization according to your storage preferences or compliance requirements.
Once a document is uploaded, you can easily Share Documents with specific users or roles. This
feature ensures
controlled access to documents, allowing you to define who can view, edit, or collaborate on the document.
Role-based
sharing improves security and collaboration by ensuring that only authorized individuals or groups have access to
sensitive or important documents.
This comprehensive Add Document feature makes the system a versatile and secure platform for
handling a wide variety
of
document formats, storage types, and collaborative needs.
Document Category Overview
The Document Category page allows users to create and manage document categories within the
Document Management System
(DMS). Users can easily define new categories to organize documents effectively, ensuring a streamlined
and
intuitive
library structure.
Additionally, the page includes the option to add child categories, enabling users to create a
hierarchical
categorization system. This feature allows for more granular organization, making it easier to sort and locate
documents
based on specific criteria. By utilizing custom categories and subcategories, users can enhance document retrieval
efficiency and maintain a well-structured repository that aligns with their organizational needs.
Document Status Overview
The Document Status page allows users to create and manage custom statuses for
documents within the Document
Management
System (DMS) . Users can easily define new statuses and assign a unique color to each one, making it
simple to
visually
identify and categorize documents in the library at a glance. This feature enhances organization by allowing users
to
quickly differentiate between various document states, such as “Draft,” “Under Review,” “Approved,” or any other
custom
status that suits their workflow. By providing a clear visual representation of document statuses, this page helps
streamline document management processes and improve overall efficiency.
Document Preview Features
The Document Management System offers a powerful preview feature that allows you to seamlessly
preview a wide
variety of
uploaded file types directly within the platform. Whether you’re working with audio files, video files, images, text
documents, PDFs, or Microsoft Office documents (such as Word, Excel, and PowerPoint), our system supports
comprehensive
file preview capabilities. This eliminates the need to download files just to view them, enhancing user convenience
and
improving workflow efficiency by allowing you to quickly review documents and media without leaving the platform.
User and Role Management Features
User and Role Management feature provides robust tools for controlling access and permissions
across the
platform.
Key functionalities include:
-
Add Users with Roles: Easily add new users and assign them specific roles based on their
responsibilities within the
organization, streamlining the management of user access. -
Create New Roles: Define new roles within the system to accommodate different levels of access
and permissions, ensuring that each user
has the appropriate level of control and visibility. -
Granular Permission Control: For each user or role, you can assign specific permissions to
perform various actions within the application. This can
be done through a user-friendly interface that allows you to control access to each page or feature of the system,
ensuring that users can only perform actions relevant to their role.
Document Storage Settings Features
Users can configure various storage options, including AWS S3 and Cloudflare R2, with specific fields required for
each
storage type. Additionally, there is a default option available for storing files on a local server. This local
server
setting cannot be deleted, ensuring a reliable and consistent storage option for users.
-
Enable Encryption: When selected, this option ensures that files are stored in encrypted form
within the chosen storage. -
Set as Default:If this option is set to “true,” the storage becomes the default selection in
the dropdown on the document add page.
Upon saving the storage settings, the system attempts to upload a dummy file to verify the configuration. If the
upload
is successful, the settings are saved; otherwise, an error message prompts the user to adjust the field values.
Page Helpers Features
The Page Helpers feature provides a detailed list of all pages within the application, helping
users understand each
page’s functionality and how to operate it effectively. Users can view comprehensive information about each page,
including instructions on how to use the features available on that page.
Additionally, there is an option to edit page information directly within an HTML editor, allowing
for easy
customization and updates to page content. This functionality is ideal for managing on-page instructions, enhancing
user
experience, or tailoring the application to your specific organizational needs.
SMTP Email Settings Overview
The Email SMTP Settings page within DMS allows administrators to configure and manage the SMTP
settings for
sending emails. This ensures that emails sent from the system are correctly and efficiently delivered to recipients.
Login Audit Logs Overview
The Login Audit Logs page provides a centralized record of all authentication activities within the
Document Management System (DMS) . Administrators can monitor and review detailed logs of all
login attempts, both successful and failed,
made by users. This feature offers a comprehensive overview of user activities, helping to enhance system security
by
identifying suspicious login patterns or unauthorized access attempts. With clear visibility into authentication
events,
administrators can maintain better control and safeguard the system against potential security risks.
Reminders Page with Flexible Scheduling Overview
The Reminders page in the Document Management System (DMS) offers enhanced
flexibility by allowing
users to create
reminders that repeat at various intervals. In addition to creating one-time reminders, users can schedule recurring
reminders on a daily, weekly, monthly, quarterly, half-yearly, or yearly basis. This feature is
particularly useful
for
tracking tasks and activities tied to document management deadlines or recurring responsibilities, ensuring users
stay
on top of important events and milestones. The ability to customize reminder frequency provides greater control and
efficiency in managing ongoing document-related tasks.
Error Logs Overview
The Error Logs page provides users with access to detailed logs generated by the backend REST API.
This feature is
essential for monitoring application performance and diagnosing issues that may occur during API interactions. By
reviewing these logs, users can troubleshoot errors, identify potential problems, and ensure the system runs
smoothly.
The Error Logs functionality helps maintain system reliability and enables quick resolution of any
technical issues
that
arise within the application.
Languages
You have complete control over language management through our intuitive user interface. Effortlessly add, update,
or delete languages to align with your needs. Furthermore, you can tailor the labels within the user interface
itself, ensuring a fully customizable and adaptable experience that reflects your unique requirements.
Documentation:
https://docs.mlglobtech.com/doc-mgt-dotnet
Full Source Code & Many more Features
You will get full Source Code of Document Management and build version for SQL Server and MySQL database provider.
- Manage Documents: You can Store unlimited documents by category or sub category.
-
Deep Search: The Deep Search feature allows you to search through the content of various types of
documents, including Word documents, PDFs, Notepad files, PPT, Images (.tif, .tiff, .png, .jpg, .jpeg, .bmp, .pbm,
.pgm, .ppm) and Excel
spreadsheets. Follow the instructions below to ensure accurate and efficient searches. -
Upload Documents:You can Upload PDF, Docs, Excel, PPT, audio, video, all type of images,
text
and CSV Documents. -
Document access control: Assign document to users or roles for specific period of time or
unlimited period and set allow download option. -
Audit trails: Document detail Audit trail like Who is created, edited, viewed and assigned
permission to
which users or roles. -
Document Preview: Preview Uploaded files including audio, video, image, text, PDF and all
the
Microsoft Office Documents. -
Document Mata Tags: You can add multiple Meta Tags on documents and by meta tags you can
search
the specific documents. -
Document Versioning:
You can upload the Document’s multiple versions. You can See the Older version Document and also restore it
to
the
current version. -
Amazon S3 Cloud and Cloudflare R2 Support:
Document Management system supports seamless integration with Amazon S3 and Cloudflare R2 storage. With this new
feature,
users can now enjoy enhanced flexibility and reliability in storing their documents. - Comments: Users can add/view multiple comments on the file.
- Send Email:You can send email attached with System Document to anyone.
-
Automate Reminder:You can set recurring Daily, Weekly, Monthly, Quarterly, Half Yearly,
Yearly
or Specific Date reminder in the system or on the document to get notification or email. -
Document Category:Users can create and manage document categories within the Document Management
System (DMS). Users can easily define new categories to organize documents effectively, ensuring a streamlined and
intuitive library structure. -
Document Status:Users can add, edit, and view a list of document statuses. Each status includes
three customizable fields: name,
description, and a unique colour code for easy identification and organization of documents. -
Document Storage:Users can configure various storage options, including AWS S3 and Cloudflare R2,
with specific fields required for each
storage type. Additionally, there is a default option available for storing files on a local server. This local
server setting cannot be deleted, ensuring a reliable and consistent storage option for users. -
Company Profile: The Company Profile feature allows users to customize the branding of the
application by entering the company name and
uploading logos. This customization will reflect on the login screen, enhancing the professional appearance and
brand
identity of the application. -
Support Multiple Language:By default, the application comes with English, Spanish, Arabic,
Russian, Japanese, Korean and Chinese languages. You can add a new language in just minutes. - Access management: Role and individual user based privilege control authorization.
- Dashboard:You can see category wise documents statistics and Calendar with Reminder.
-
User & Role management: Admin can create User and Role via admin panel and assign role to
users. -
Full Source Code:
You will get full Source Code of Document Management System and build version for MS SQL SERVER and
MySQL
database provider.
Demo Link
https://docmgt.mlglobtech.com
Admin User
User Name : admin@gmail.com Password : admin@123 |
Employee User
User Name : employee@gmail.com Password : employee@123 |
Project Requirement
-
Net Version:
Document Management minimum required Net version: >=8.0 -
SQL Server:
Document Management requires SQL Server version: >= 2008
Recommended SQL Server version: >=2022.
MySQL:
Document Management requires MySQL version: >= 5.6.
Recommended MySQL version: >=5.7.
Project Technologies
- Net 8.0
- Angular 18
- Angular Material UI
- Bootstrap 5
- SQL Server
- MySQL
- Hangfire
Important Note on Installation
Installing the Document Management System on a server can be challenging for non-technical users, especially on a
Linux
server. It is important to note that this system cannot be hosted on Linux shared hosting environments. To
successfully
host the Document Management System on a Linux server, you will need either a Virtual Private Server (VPS) or a
Dedicated Server. These options provide the necessary resources and control to ensure optimal performance and
security
for the application.
For users interested in hosting the Document Management System on a Windows environment, it is possible to set it up
on
both Windows shared hosting and Dedicated Servers. Hosting on Windows shared hosting may offer a more user-friendly
experience for those less familiar with server management, while a dedicated server provides enhanced control and
resources for more demanding applications.
We recommend consulting with a technical professional or service provider to assist with the installation process,
especially if you are not familiar with server management.
Change Logs
-------------------------------------------------
23 Oct 2024: V5.0
New Features:
1. Deep Search.
2. OCR (Text Extraction from Scanned Documents and Images)
-------------------------------------------------
15 Oct 2024: V4.0 (Breaking Changes)
New Features:
1. Aws S3 and Cloudflare R2 support.
2. Share document via secure link
3. Document Status
4. Page Information toolbar in each screen
5. Ability to change Title, Logo and Banner image
6. Error logs
7. Each document encryption/decrypt with different key
8. Send Email notification to users while sharing document
9. New UI introduce.
Bug fixes:
1. Reminder notification
2. Pagination issues.
3. User login IP Address issue.
4. Document office viewer
5. Time zone issues.
6. Dashboard reminder issue.
Updates:
1. UI Design and responsiveness
2. .Net 8 support
3. Angular 18 Support
4. Improve system security
-------------------------------------------------
8 Dec 2023: V3.2
Bug fixes:
1. Bug fixes & UI improvements.
-------------------------------------------------
6 April 2023: V3.1
New Features:
1..NET 7 Support
2. Bug fixes & stability improvements.
--------------------------------------------------
21 June 2022 : V3
New Features:
1. Document Versions
2. Document Comments
3. Document Meta Tags
-------------------------------------------------
25 Dec 2021 : V2.0
Breaking Changes
1. All Type of Document Upload and Preview.
2. Send Email.
3. Support Multiple Language
4. Automate Reminder
5. Send Email
6. Dashboard
-------------------------------------------------
24 March 21 : V1.0
Initial Release