Managing business documents effectively is crucial for maintaining compliance and efficiency. The Document Classification Add-on extends Power Apps native capabilities by integrating with SharePoint, allowing users to classify documents, enforce mandatory uploads, and streamline file management with an intuitive drag-and-drop interface. This solution ensures that no critical document is misplaced, improving workflow control and document organization.

Problem Description

Managing business documentation efficiently within Power Apps can be challenging. Native functionalities are often limited, making it difficult to classify, track, and ensure the correct documentation is uploaded. Users may struggle with document organization, leading to accidental deletions, missing mandatory files, and inefficient workflows.

Solution to Avoid Accidental Deletion

Our Document Classification Add-on enhances Power Apps by providing structured document management. It integrates with SharePoint, ensuring all files are stored safely and classified by type. Additionally, it enforces mandatory document uploads where required, preventing accidental omissions and improving compliance.

How Does It Work?

- Document Classification: Allows users to organize files based on predefined document types, making it easier to find and manage content.

- Custom Upload Interface: A new upload screen requests users to specify the document type before submission, ensuring structured storage.

- Mandatory Document Enforcement: The system verifies uploaded documents and blocks progress if required files are missing.

- Drag & Drop Functionality: Enhances the native Power Apps experience by enabling easy file uploads, a feature not available by default.

Benefits

Improved Organization: Easily classify documents within Power Apps and SharePoint.
Error Prevention: Prevents accidental deletions and ensures mandatory files are uploaded.
Enhanced User Experience: The drag-and-drop feature simplifies file uploads.
Greater Compliance: Ensures business processes adhere to documentation requirements.

https://www.cic.es/power-apps-con-add-ons/add-on-clasificacion-de-documentos/

Document Classification

by CONSULTING INFORMATICO CANTABRIA (CIC)