Business Case

One of the renowned law firms in the USA, having a set of clients and their confidential documents, needed to better manage those documents. Maintaining previous data of clients along with their confidential documents is always crucial for all organizations.

SharePoint and .NET Logo of technologies used in Document Management Solution | APPS 365
Document Management Solution using SharePoint and .NET | APPS 365

Technical Objectives

  • Design & build a portal for the new system
  • Organize the documents as per their category and sub-category
  • Uploading multiple files to the document library
  • Dashboard implementation
  • Branding of the master page
  • Documents report


Technology used

Our solution was based on the following technologies:

  1. SharePoint Online
  2. .NET Framework 4.5


  • Lower operating costs
  • Less paperwork
  • More secure system

Our Solution

SharePoint Online was been chosen as the basis for the new system’s design and development by CIRRUS SOFT. A user or an organization can be one of the multiple entities that make up a system. Admin can create an unlimited number of entities (e.g., users or organizations) and save their information as well as vital documents in the system. Documents can be organized as per categories and subcategories.

A user can send emails with a link to confidential material. Each document has meta-data associated with it, and reports are generated for specific roles of users. Thousands of records can be included in a document report. The report’s meta-data visibility is determined by the user’s role. Under reports, there is also an export option for better functioning.