Having gone through several consultations, our consultant and solution architect proposed a document platform that allows the creation of document templates with dynamic content such as recipients and case information.
Instead of working on each document file manually, one at a time. Now the team at Gibb & Co only has to manage the recipients and cases with the web-based portal provided. Documents can be easily and accurately generated by selecting the correct recipient and case information and choosing the desired template.
A file manager was also built into the platform, allowing the working team to easily manage, retrieve any generated documents on-demand. They can choose to print the document only when required, thus largely reducing the storage space required.
As these documents are private and confidential, serious security measures have been adopted. On top of industry-standard securities measure like CSRF forgery & XSS cross-site scripting prevention, strong password combination, and hashing, we have also implemented service isolation with firewall and fixed IP whitelisting.