ProcessMaker Forum | BPM Workflow Simplified

Hello,

We are thinking of using Processmaker to create our CMS.

Is it possible to scan documents directly into Processmaker.
And when a user logs into Processmaker, that he can see all the scanned documents.
It should also be possible to archive the scanned documents.
Every document should have some meta-data.
And it must be possible to search with keywords in the archived documents.

Thanks for your feedback

Greetings

Alain Janquart

With an Input Document (or with File fields in a grid in DynaForms) you have an interface to upload multiple files to a case. However, you have to first scan the documents with another program to create the files that can be then uploaded to PM. Once the files are uploaded to cases, a user can find all the files he/she has rights to see by going to HOME > Documents. You will need to give your users Process Permissions to see the files when the user is currently assigned to the case. You can add comments to files when you upload them, but PM does not have a built-in way to search through uploaded files or their comments. If you are a programmer, you can write triggers which open each file after it is uploaded and copies the file contents, file comments and a download link into case variables, which can then be exported to Report Tables in MySQL. Then, you can either create a process or create a plugin which does a database query to search through Report Tables and display links to files that contain the searched text. If you don't want to create your own interface for doing searches, the Enterprise Edition has a plugin to do searches in Report Tables from the case list.