Skip to content

Documents Platform

This page describes the ConnectSoft Documents Platform — a production-ready document storage and management solution with metadata, versioning, and multi-tenant isolation. It is written for product managers, architects, and teams evaluating document storage solutions.

The Documents Platform provides a unified API for storing, retrieving, and managing documents with metadata, versioning, access control, and multi-tenant isolation.

What This Platform Does

The Documents Platform provides:

  • Document Storage - Multi-tenant document storage with versioning
  • Metadata Management - Rich metadata support for document categorization and search
  • Version Control - Document versioning with history and rollback capabilities
  • Access Control - Role-based access control for document access
  • Search and Query - Full-text search and metadata-based querying
  • Multi-Tenant Isolation - Complete tenant separation with per-tenant storage

Core Features

  • Document Upload/Download - REST/gRPC APIs for document operations
  • Version Management - Automatic versioning with history tracking
  • Metadata Support - Custom metadata fields for document categorization
  • Full-Text Search - Search documents by content and metadata
  • Access Control - Role-based permissions for document access
  • Retention Policies - Configurable retention and deletion policies
  • Observability - Distributed tracing, metrics, and structured logging

Typical Integrations

File Storage

  • Document upload and download
  • File type validation
  • Size limits and quotas

Content Management

  • Document metadata management
  • Document categorization and tagging
  • Document relationships and linking

Version Control

  • Document version history
  • Version comparison
  • Rollback capabilities

Ideal Use Cases

  • Document Management - Store and manage documents for SaaS applications
  • Content Storage - Store content assets for CMS and content platforms
  • File Attachments - Store file attachments for forms, workflows, and CRM
  • Version Control - Track document versions and changes
  • Compliance - Store documents with retention policies for compliance

SaaS Consumers by Cycle

Cycle 1: AI Factory SaaS

  • AI Factory SaaS may use Documents Platform for storing generated documentation and artifacts

Cycle 2: Horizontal SaaS

  • Headless CMS - Document storage for content assets and media files
  • Workflow Orchestrator - Document storage for workflow attachments
  • CRM / Contacts Hub - Document storage for contact attachments and files

Cycle 3: AI & First Vertical

  • Digital Forms SaaS - Document storage for form submissions and attachments
  • Insurance Suite - Document storage for policies, claims, and insurance documents

Cycle 4: Marketplaces & Ecosystem

  • All marketplace products can use Documents Platform for document storage
  • Integration Platform - Document storage for integration artifacts
  • Support & Self-Service Platform - Document storage for support ticket attachments and KB documents

Relationship to the Factory

The Documents Platform is built by the Factory and demonstrates document storage patterns. Factory-generated services can integrate with Documents Platform for document capabilities.