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Enterprise Platform/React

Document Collection & Client Document Management Platform

Full-Stack Developer · Client project

An enterprise-grade document collection and client document management platform enabling organizations to securely collect, organize, verify, and manage customer documents through customizable digital workflows, eliminating manual follow-ups and automating notifications.

Dynamic workflow builder

Role-based access control

Automated reminders

AWS + Kubernetes

The Challenge

Document-heavy businesses lose time chasing customers for paperwork, with no visibility into what's outstanding and no consistent way to verify or organize what comes in.

The Approach

Delivered a configurable platform where organizations build dynamic document-request forms without code changes, customers upload through secure portals, and automated reminders plus a centralized dashboard track the full collection lifecycle — backed by a Java/Spring Boot API and RBAC, deployed on AWS with Kubernetes.

Key Features

  • Dynamic document request form builder
  • Customizable document collection workflows
  • Secure document upload and storage
  • Customer document submission portals
  • Client and contact management
  • Centralized document repository
  • Document verification and approval workflow
  • Pending document tracking
  • Automated reminders and email notifications
  • Document status monitoring and alerts
  • Advanced search, filtering, and categorization
  • Role-based access control (RBAC)
  • Dashboard with document collection analytics
  • Audit logs and document activity tracking

Technical Highlights

  • Scalable backend services using Java and Spring Boot with RESTful architecture
  • Modern, responsive frontend built with React
  • Flexible workflows allowing dynamic document request forms without code changes
  • Secure document upload, storage, validation, and metadata management
  • Optimized PostgreSQL schema for organizations, clients, contacts, and audit history
  • Deployed on AWS with Docker and Kubernetes for high availability and horizontal scaling

Outcome

Built a scalable and secure enterprise document management solution that simplifies customer document collection through configurable workflows, automated reminders, and centralized management, reducing manual effort and accelerating document processing.