A document management solution that automates approval processes and ensures secure publishing with real-time notifications and metadata-driven search.
Viridor sought a robust Enterprise Document Management System (EDMS) to transition from a manual, paper-based system to an efficient, automated solution.
Documents move through stages—creation, consultation, approval, and publishing—using Power Automate workflows, part of Microsoft 365 solutions.
Advanced filtering based on metadata such as site, business sub-function, and document type, eliminating the need for multiple library views.
Prevent unauthorized users from downloading or printing sensitive documents, a fundamental requirement in secure document management systems.
Pop-up modals requiring agreement before document access, ensuring compliance with internal policies.
A mobile app enabling secure document access for non-IT-enabled users, aligning with BYOD and remote work trends.
Automated document approval and publishing workflow with Power Automate .
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Managing and fetching over 5,000 documents from libraries while ensuring efficient operations and performance in SharePoint Online.
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Restricting sensitive documents from being downloaded or printed based on user roles, crucial for role-based access control.
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Displaying dynamic metadata in document footers while ensuring accuracy, vital for knowledge management.
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Automating complex workflows for document lifecycle management using Power Automate.
Built workflows using Power Automate to handle consultation, approval, and publishing tasks, reducing manual intervention and human error.
Integrated a console application with Azure Task Scheduler to manage and update metadata dynamically, improving searchability and data accuracy.
Developed using the SharePoint Framework to enable seamless search, filter, and sorting functionalities, optimizing user experience in SharePoint Online.
Implemented role-based restrictions for download and print access, ensuring high-level document security and compliance with corporate policies.
Effortless Document Management with Automation and Security Automated approval workflows, secure publishing, and metadata-driven search enhanced efficiency, ensured data integrity, and streamlined operations with real-time notifications.
Implemented automated notifications for status updates, approvals, and document publication, ensuring users stay informed throughout the document lifecycle.
Introduced detailed approval logs to monitor who approved, rejected, or commented on a document, enhancing workflow transparency and accountability.
Configured fine-grained access controls to restrict document visibility and editing based on user roles and departments, reinforcing data security across the platform.
The document management solution streamlined workflows, improved searchability, and enforced high-level security measures.
Simplified document workflows from creation to publishing with automated processes, boosting operational efficiency in EDMS software.
Enabled easy metadata-based document searches without creating multiple library views, enhancing information retrieval and knowledge management.
Protected sensitive documents with download and print restrictions, reinforcing the data security measures expected in enterprise solutions.
Empowered non-IT-enabled users with secure access through mobile apps, supporting remote teams and field workforce requirements.
A glimpse of the document management solution that transformed Viridor’s document management experience.
Viridor’s EDMS transformation highlights the impact of tailored technology in driving operational efficiency and security. With automation, metadata-driven search, and robust mobile access, Viridor now enjoys a seamless and secure document management experience.
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