Document Management for iMIS by Armstrong

Document Management System for iMIS provides easy and secure storage and retrieval of uploaded documents in iMIS, leveraging a multi-dimensional cloud-based search engine. This solution pairs well with subsystems built in iMIS RiSE, leveraging iMIS panels and forms such as contract management or case management, as we will demonstrate in working examples.

The system uses iMIS panels, forms, and document storage features, indexing uploaded documents associated with member records and enabling them to be found easily and reviewed by users based on full-text keyword searches or configurable multi-dimensional filters. These filters can be combined to progressively narrow the result set and to find your search target quickly. Keywords, pre-defined document attributes, and contact record demographics fields accelerate the search for documents of interest.

Access to files can be managed through RiSE security settings applied to a customized process page, allowing for documents to be accessed securely by designated staff members on the staff site or by approved groups on the public site.

The search engine indexes not only the full text of supported documents (PDF, Word, or other similar supported file formats), but also even scanned document images can be indexed using cloud-based OCR capability. This means any uploaded document can be found using the FuseSearch engine by searching for both text within the document and any attributes associated with the document or related member records!

This elegantly simple solution is easy to configure and especially easy to use, making the once-difficult task of finding member-related documents a snap! No longer will staff have to scour network or cloud file folders to find member-related documents; instead, indexed documents in iMIS will be instantly accessible through a search feature that rivals Google’s and Amazon’s product search filtering capabilities!

Document Management for iMIS is developed in JavaScript, jQuery, and cloud-based processing engines including FuseSearch.