Client:
Datapoint
Industry:
Records Management & Document Archiving
Deliverables:
Web Application · Subscription Admin API · SQL Server Database · Role-Based Access · PDF Processing Pipeline
Website:
Not publicly disclosed
What we’ve accomplished together
Datapoint needed to replace fragmented paper-based archiving with a single system that could capture record metadata, attach scanned PDFs, verify quality, and map every file to a physical shelf location. Their teams were losing time across disconnected spreadsheets, manual labeling, and inconsistent audit trails. Triaxo Solutions partnered with Datapoint to design and build a purpose-built electronic records archive that unifies the full lifecycle—from template creation through indexing, scanning, attestation, and shelf placement—while giving managers real-time visibility into volumes, pages, and user productivity.
To make that vision real, the platform had to deliver:
Configurable form templates with sections, questions, and publish workflows for consistent metadata capture
A structured indexing-to-scanning-to-attesting pipeline with status tracking at every stage
PDF upload, merge, page editing, and full-text content search across archived documents
Physical archive modeling with shelves, rows, columns, folders, and printable label generation
Role-based dashboards for executives, managers, and operators with date-filtered operational metrics
“One place to index records, scan documents, attest quality, and place files on shelves—with every action logged and every location traceable.”
Project Overview
Browser (AngularJS + UI-Router) → ASP.NET Core MVC Controllers → Entity Framework Core → SQL Server → Subscription License API
The document management system is built as an ASP.NET Core 3.1 MVC web application backed by Microsoft SQL Server and Entity Framework Core. The front end uses AngularJS with UI-Router to deliver a single-page experience inside Razor views, loading modules for dashboards, form building, indexing, scanning, attesting, shelf management, reports, and system administration without full page reloads. ASP.NET Core Identity powers authentication, with roles, groups, and menu-level permissions controlling which operators can index, scan, attest, or administer the system.
The core data model centers on configurable Forms (templates), FormResponses (indexed records), Documents (attached PDFs), and a physical hierarchy of Shelves, Folders, and page limits. Records move through a defined status workflow: indexed (Status 0), scanned (Status 1), and attested (Status 2), with optional auto-placement into folders based on page capacity rules configured in AppConfiguratios. iText7 and iTextSharp handle PDF merging, page deletion, and label PDF generation; document content search uses PdfTextExtractor for in-file text matching alongside metadata queries.
Triaxo also delivered a companion subscription administration application exposing a REST API for license validation, activation, and expiry enforcement. The main platform calls this API on login and through SystemConfigurationController to verify app keys, license keys, user limits, and scanned-record quotas before granting access. SystemManagementController provides user, role, group, audit trail, and configuration management, while ReportController delivers template usage, per-user activity, and shelf inventory reports with DataTables-powered filtering and export.
Web Application — End-to-end records archive operations
Indexing & metadata capture. The Form Builder lets administrators create metadata templates with sections, questions, question types, and branching options, then publish them for indexing. Operators use the Indexing module to fill published forms and create FormResponse records. Role-based login with session-managed navigation menus gives each user type dashboards tailored to Executive, Manager, or User roles—with live counts of shelves, boxes, folders, files, and pages broken down by indexed, scanned, and attested status.
Scanning & attestation workflows. The Scanning module accepts PDF uploads or scanner input, merges multi-part files, and attaches documents to indexed records. Attesting provides quality review with manual folder assignment or automatic placement based on configured page limits. Records advance through indexed, scanned, and attested stages with traceable shelf location codes.
Physical archive & search. Shelve Setup and Shelves views let teams define shelf dimensions (rows, columns), folder limits, and pages per folder. ShelvesManagement enables visual navigation from shelf to folder to document, document transfer between folders, recovery of deleted shelves, and PDF label printing for shelves, folders, and boxes. Document search supports metadata and full PDF content queries.
Admin Dashboard — Subscription and license governance
Subscription administration. A separate ASP.NET Core application in the same solution provides a web interface for creating, editing, and managing Subscription records with license keys, expiry dates, user email, total users, total months, and scanned-record limits.
License verification API. The SubscriptionVerification API exposes endpoints including ValidateLicense, UpdateLicense, and ScanLicense that the main platform consumes via HttpClient using a configured app key. On each login and license check, the system verifies that the subscription is active, unexpired, and within usage limits before allowing operators into the archive workflow.
Reporting & compliance. Reporting covers template usage summaries, per-user indexing, scanning, and attestation activity by date range, and shelf inventory reports with box-level content detail. Audit trails and form logs capture every significant action for compliance review—giving Datapoint centralized control over multi-site installations without embedding license logic into the main records workflow.
Technology Stack
| Layer | Technologies |
|---|---|
| Frontend | AngularJS, UI-Router, Bootstrap (Azia theme), jQuery, DataTables, Font Awesome |
| Backend | ASP.NET Core 3.1 MVC, Razor Views, ASP.NET Core Identity, Session management |
| Database | Microsoft SQL Server, Entity Framework Core 3.1, Code-First Migrations |
| PDF & Documents | iText7, iTextSharp (merge, page edit, text extraction, label PDF generation) |
| Email & Notifications | MailKit, SMTP (password reset and system emails) |
| Admin & Licensing | ASP.NET Core subscription admin app, REST API license verification |
| Deployment | Cloud-hosted SQL Server, Kestrel web server, HTTPS endpoints |
Why Triaxo Solutions
Triaxo Solutions brought together records-management domain understanding and full-stack .NET engineering to deliver a production-ready document archive platform—not a generic document store. From configurable metadata templates and PDF processing pipelines to physical shelf modeling and remote license governance, every module maps to a real archive workflow Datapoint’s teams run daily.
“One platform, one workflow—from index to shelf.”
Frequently Asked Questions
Common questions about this document management platform. Have a similar project in mind? Contact Triaxo Solutions to discuss scope, timeline, and delivery.
Planning a similar document archive platform?
We scope ASP.NET records archive and document management systems end to end.
Fixed price model
A defined release—MVP, integration, or migration—with scope, timeline, and budget locked before build starts.
- Scope, milestones, and delivery dates agreed upfront
- Ideal when requirements are well defined
- Predictable budget with change-control for scope shifts
- Weekly demos and a working release at handover
Dedicated squad model
A Triaxo team embedded in your engineering org: your board, your channels, demos on your cadence.
- Embedded squad in your tools, rituals, and roadmap
- Preferred for longer engagements and product evolution
- Scales up or down as priorities change
- Senior PM, engineers, and QA on one team
- Best when you have a clear vision and need capacity
Hybrid & on-site model
Remote-first delivery plus on-site discovery, launch support, or co-located sprints when proximity matters.
- Blend of remote delivery with on-site workshops or sprints
- Helps hit deadlines with tight stakeholder alignment
- Cost-effective when you need periodic face-to-face collaboration
- Suited to regulated, enterprise, or multi-site rollouts
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