Enterprise Software & Solutions

CDMS – Centralized Document Digitization & DMS

Centralized Multi-User Document Management System (DMS) with Integrated Image Editing & Multi-Field Search

CDMS – Centralized Document Digitization & DMS
100% Compliant & Automated

Service Overview

Digisoft Multi-User Document Management System (DMS) is an enterprise solution designed for Banks and Organizations to convert physical records into secure, searchable digital archives. Installed on the Bank’s server, the platform enables multi-user role-based access across branches and departments for Saving Accounts, Current Accounts, Loan Files, Legal Documents, and administrative records. It features an integrated Document Editor for image enhancement, multi-field search capabilities, bulk PDF uploads, and granular permission-based document controls.

Key Features & Capabilities

Multi-User DMS Architecture with Branch-wise & Department-wise Login
Granular Permission-Based Access Control (View, Edit, Print, Download, Delete)
Integrated Document Editor (Crop, Rotate, Flip, Merge PDF, Split PDF, Image Enhancement)
Multi-Parameter Fast Search by Name, Account Number, Document Type, Branch, or Index Fields
Bulk Upload Facility for uploading multiple PDF files in a single click
Automated Image Processing (Blank Page Removal, Resizing & Page Rearranging)
Document Bookmarking & Field Indexing for instant file retrieval
9+ Built-in MIS Reports (Branch, Department, Page Scanning, Upload Status, Audit Logs)

Specifications & Highlights

Multi-Field
Search & Retrieval

Search by Name, Account Number, Branch, Dept & Index Fields

PDF & Image
Built-in Editor

Crop, Rotate, Flip, Split PDF, Merge PDF & Image Enhancement

Role-Based
Access Security

Branch/Dept permissions for View, Print, Download & Delete

9+ Reports
MIS & Audit

Branch-wise progress, upload status & full activity audit logs

Execution Workflow

1
File Collection & Preparation

Collection of physical files from bank branches, index tagging, sorting, and document preparation.

2
High-Speed Scanning & Image Enhancement

Digitization of Saving, Current, Loan, and Legal files with automated image enhancement and quality verification.

3
Inbuilt Editing & PDF Optimization

Cropping, rotation, blank page removal, PDF splitting, merging, resizing, and page reordering using the inbuilt editor.

4
Indexing & Bookmarking

Creating document bookmarks and tagging customer metadata (Account No, Name, Document Type) for sub-second retrieval.

5
DMS Upload & Permission Configuration

Bulk uploading into secure centralized DMS repository with branch-wise and department-wise permission assignment.

Success Story

Centralized Bank Document Archiving

Successfully digitized and indexed legacy Loan Files, Saving/Current Account records, and Legal Documents across multiple branches into a secure centralized repository.

Sub-Second Document Search & Zero File Losses

Frequently Asked Questions

The DMS includes an integrated Document Editor supporting PDF Crop, Rotate, Flip, Split PDF, Merge PDF, Page Resizing, Page Insertion, Blank Page Removal, Page Rearranging, Image Enhancement, and PDF Optimization.

Administrators can configure branch-wise, department-wise, and user-wise logins with granular permissions controlling explicit user rights to View, Edit, Print, Download, or Delete documents.

Users can perform instant search queries by Customer Name, Account Number, Document Type, Branch, Department, or custom Index Fields.

The system generates 9+ built-in MIS reports including Branch-wise Digitization, Department-wise Report, Page-wise Scanning, Upload Status, Daily Processing, Document Count, and complete User Activity Audit Logs.

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