Many businesses today find it challenging to manage documents handled in their B2E, B2C or B2B applications. Some still rely on manual processes such as email, pdfs and phone calls to request, receive, validate and approve documents.
This manual approach is plagued by:
A lack of visibility and control
Inefficiencies and delays
Document storage issues
Some development teams spend considerable time building interfaces to request files and workflows to approve them. They must use connectors to storage services and build custom integrations to access third-party services, such as electronic signatures and Optical Character Recognition (OCR) for document digitisation and validation. Business users lack a way to properly manage their documents with the right level of permission and versioning.
The development approach to document management is:
Repetitive and time-consuming
Expensive due to development and maintenance costs
Limited in the functionality it provides
Other businesses opt for sophisticated document management tools, which are complex, hard to use, expensive and not always easily embedded into OutSystems applications.
DX DocHub overcomes these challenges by offering IT managers, Product Owners and developers a full set of functionalities needed to make it easier for users to request and manage documents. The accelerator provides immediate access to a secure file upload/download mechanism, prebuilt and extendable workflows, permission settings, document storage configurations and a built-in API to access third-party services.
DX DocHub allows IT to:
Accelerate development and reduce backlog
Integrate with third-party solutions to access advanced capabilities. i.e. e-signatures and Optical Character Recognition (OCR) for doc digitisation
Reduce development costs
Deliver sophisticated functionalities without effort
Choose any document storage service, be it AWS S3 buckets, Azure Blob Storage, Sharepoint and others
Eliminate costs by reducing the multivendor-based document management processes
Reduce fragmentation of documents across multiple storage services
It allows business users to:
Quickly build simple workflows for documents
Customise workflows for different use cases
Control document permissions and versioning
Automate document requests, uploads/downloads, validations and approvals
Track the progress of documents through the workflow
Organise their document into folders and tags for easy access
Step 1: Initial setup
A developer incorporates DX DocHub into your OutSystems application, including a pre-built file upload widget.
Step 2: Document workflow configuration
An administrator uses DX DocHub to configure various document workflows by nominating different document types, formats and sizes, storage services, validations, user permissions and third-party integrations.
Step 3: Managing document workflows
Business users utilise the DX DocHub console to customise and manage document workflows for various use cases. Within a workflow, they can track the progress of the documents through stages, including document request, upload, validation, review, approval and storage.
Step 4. Easy upload and tracking for end-users
With DX DocHub, end-users are sent a link that enables them to easily upload requested documents and view their progress via email and a user-friendly web and mobile application.