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Upcoming Document Manager Improvements

Last Updated 2022/04/12

During 2017, we have started development to rebuild and restructure a number of SwiftCase features into microservice architecture, or simply microservices. This is the principal of developing software applications as a series of individually deployed, lightweight modules that perform specific tasks. Each of these then communicate with each other in order to achieve goals and tasks. This gives a more modular structure to the software and improves re-usability, allowing for more specific and frequent updates going forward.

Swifcase’s document manager was one of a number of features to undergo this change, alongside our Statistics Builder and Resource Allocation services. Making it easier to use and providing more features. This will give SwiftCase users a more familiar file storage set up, one that they’re used to already through the use of Macs, PCs and mobile devices with files stored in a hierarchy of folders. This, as well as the archiving of files, allows for a greater number of customisable storage options for our client files and keeps everything under one roof, lessening the need for other applications and services.

SwiftCase’s existing document manager, one of the elements crucial to the software’s effectiveness, has a number of helpful features and forms the foundation of the overhaul. Attaching documents and files to cases is something almost 100% of SwiftCase clients do on a day to day basis and with often thousands of cases with multiple files related to each, it’s evident how important this upgraded system will be to users. Everything you’d expect a file system to take care of is included and many features have been upgraded to improve both user experience, as well as behind the scenes handling and operations.

For example, a SwiftCase user in the insurance sector, processing a case or a claim on the system. The pictures and documents are attached to the case using the integrated document manager, however one of the pictures has appeared upside down or back to front. This happens often, as pictures are taken using different devices using different settings and so on.

Prevent errors like this causing problems further down the road, such as clients being sent images incorrectly orientated or formatted. SwiftCase’s new File management system has integrated tools that allowusers to quickly and easily modify, update and even rotate images after they've been uploaded to the system. As you can imagine, this has the potential to save users a lot of time and effort. This is just one of the additions and improvements that will be available for Swiftcase users using the new file storage and management system.

Again consider a SwiftCase user, from any industry, using the system to handle workloads, manage cases, and upload documents. However, in this circumstance the user needs a higher level of organisation for the files and documents being uploaded, perhaps folders for different types of files or folders for specific aspects of the case. Previously in SwiftCase the files would be listed in an unorganised, per case fashion and therefore wouldn't allow the user to specify and modify the storage options. Thankfully with SwiftCase’s new file management system, the user could create, delete and modify folders to store the files as needed. This allows for a much more customisable experience and allows users to easily access their files in a much more coordinated way.

The two new additions discussed here are just a few of the many made to the SwiftCase file management system, all of which will prove useful to existing and future users. It will allow the user to upload files and documents through an easy to use drag and drop interface with 25 recognised file types. Users will be able to view files as well as being able to download, rename and hide them. Files together with file information will be displayed in a clean user interface panel that SwiftCase user’s will be familiar with. With all this in mind, new and existing system users will be able to effectively manage documents and files, making use of the new tools available for file handling as well as noticing the performance updates and technical improvements that have been made to the file management system behind the scenes.

Expected to be finalised, tested and fully integrated into SwiftCase by the end of this year, the new file management system will replace the existing document manager currently included. As mentioned earlier in this post, the transition into microservices update will allow us to make further improvements and add ons to the system, continually updating SwiftCase for our clients and users ensuring every need and task can be managed inside the system.

If you're interested in a constantly evolving and improving business process and document management solution to increase productivity and growth, get in touch today.

Adam Sykes