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I have a company looking to consolidate a few of their systems into a centralized portal, which both internal and external users can access to upload documents, which then has some logic built in.

This is a financial company, which would like to be able to have a portal, which not only requires the file name conform to their naming convention, based on their criteria, but would also like there to be an option of selecting a number of different documents they require the customer to upload, and then when the customer uploads those types of files it notifies staff, and further will keep reminding the customer to upload documents if not uploaded.

I know this system would probably need some customization, but was curious if anyone knows of a good solution that does something similar already, or at least something similar??

Thanks for any assistance.

4 Spice ups
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We recently implemented NextCloud in our organization, and it has been great so far. Completely free and opensource. It has a whole suite of applications for it, but its main bread and butter is the Files app. It should be able to do what you requested with one of the workflow apps. It lets you do a number of actions on a file based on pretty much any criteria you can think of.

1 Spice up
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Don’t know if they have offices in the US, but take a look at Document Genetics. Their solution will do all of this plus some.

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Have you taken a look at O365 sharepoint ? I have created a similier system for 100 user network also a financial company and works pretty well and dosnt cost the earth and pretty easy to setup.

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“consolidate a few of their systems into a centralized portal” - Micro Focus Filr might do the job for you as it leverages existing file servers.

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Might I suggest M-Files . It can provide the access you are seeking as well as workflows. It is also fully searchable.

If you don’t need to author templated documents inside the tool Dash DDX is a great product.

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I would recommend Box.com, it provides the tools that are needed to ensure security, retention schedules, workflow management, etc.

Check out https://box.com

Thanks,

Rob