I've spent the last week googling about open source document management systems to try to work out which one to settle on for a documents business. Users of the system require documentation from clients and the other service providers … I've read a little of Alfresco, nuxeo and and logicaldoc and am trying to work out which one is best to base thing on so any advice on this appreciated… a lot of the information I've read on websites is at least a few years old
Ideally I want a good quality open source software I can then develop to my needs. I'm a little wary the open source nature of Alfresco may go the way of SugarCRM given one article I read https://medium.com/mathias-conradt/dumping-alfresco-for-nuxeo-as-my-preferred-document-management-system-2116cf421d36
but im not sure how much this should influence my decision. … here is what I'm looking for …
I envisage an ideal system to be something along the lines of … main users could send documentation requests to clients via a browser link by email & text message … message would list documents required. From the browser, clients can upload documents to their custom repository by drag and drop or file selection from their computer. Client’s interaction with system would simply be web based. Documents are all converted to pdf within the process and stored in the system separately but can be presented back to the user as a single multipage pdf. The system should allow easy categorisation of the documents within the single multipage pdf ie user presented with thumbnail sized pages which can be quickly easily zoomed and categorised ie client or user can select numerous pages at once to categorise different portions of a document say. On upload completion, main users would receive prompt enabling them to check documents and send back response to client for remaining documents required. Any ability for the system to recognise empty required signature or date sections of forms within the upload process would be a bonus. A linked mobile document scanning app would allow clients to scan documents from their phone ie maybe original email link also sent via text message which prompts user to download app and opens it with their authorised account.
System should be able to create docsets ie subsets of the original documents for specific purposes. All users of the system ideally would have some type of predefined ability to authorise docsets for various other users and the ability to send prompts to others for additional documentation or to work on or verify documents.
OCR would be required and any type of auto categorisation by OCR would be a bonus. Document types to handle probably limited to pdfs, Microsoft Google office type documents, jpgs, pngs, tiffs.
Regarding use and users. I envisage up to thousands of individual users each with up to hundreds of clients using the system so it would need to be able to handle that and potentially more.
There will no doubt be many further requirements like work flows, admin capabilities etc but the above is a starter functionality list.