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What is
Document Management?
T h e q u e s t t o c r e a t e o r d e r f r o m t h e
c h a o s o f u n s t r u c t u r e d b u s i n e s s d a t a
Businessescreate documentsevery day
Without effective controls, content quickly turns to chaos
Multiple copies in different locations
Email silos
Can’t find the right doc at the right time
Lack of version control
Document management is the process of applying policies and
rules to how documents are created, stored, updated &
eventually retired.
Document management software helps automate and govern this process .
Document management is the process of applying policies and
rules to how documents are created, stored, updated &
eventually retired.
How you create and store documents
Document management
policies govern:
How you create and store documents
Document management
policies govern:
Capture & save documents within their native application
Scan and import from hard-copy
Manage digital storage capacity, either on your file-server or in the cloud
Document management systems help you:
How you create and store documents
Capture & save documents within their native application
Scan and import from hard-copy
Manage digital storage capacity, either on your file-server or in the cloud
Document management systems help you:
56%ARE NOT CONFIDENT that emails related to
documenting commitments and obligations
are recorded, complete & retrievable 1
41%ARE NOT CONFIDENT that their electronic
information is “accurate, accessible and
trustworthy” 2
Who can access and edit documents
Document management
policies govern:
Who can access and edit documents
Determine which documents individual users can see and the actions they can perform
Control access by document parameters or grouping of people into teams
Encrypt documents in storage and when in transit over the network
Document management systems help you:
Document management
policies govern:
How documents are organised
Document management
policies govern:
How documents are organised
Consistently capture documents into your chosen filing structure
Consistently capture document metadata to help with later search and retrieval
Document management systems help you:
Document management
policies govern:
How quickly you can find the right document when needed
Document management
policies govern:
How quickly you can find the right document when needed
Retrieve documents through a variety of search methods
Apply context based search criteria and filters
Perform a single search across all your documents
Document management systems help you:
Document management
policies govern:
Which changes need to be tracked over time
Document management
policies govern:
Which changes need to be tracked over time
Manage versions of controlled documents
Manage draft, review and approval workflows
Identify the current and roll-back to previous versions of a controlled document as required
Document management systems help you:
Document management
policies govern:
Which changes need to be tracked over time
Manage versions of controlled documents
Manage draft, review and approval workflows
Identify the current and roll-back to previous versions of a controlled document as required
Document management systems help you:
of knowledge workers suffer from
versioning issues EVERY DAY 383%
How you can share documents & work with others
Document management
policies govern:
How you can share documents & work with others
Author collaboratively without making multiple copies of the document
Protect document integrity with check-in/check-out editing
Share documents outside the organisationwithout compromising security
Document management systems help you:
Document management
policies govern:
Learn MoreLearn how to identify and priorit ise your
Document Management system
requirements.
Click here for the
Document Management Buyer’s Guide
When you want to manage documents, not just share them
Radix Software Pty Ltd
Level 1, 12 Railway Terrace, Milton QLD 4064 AUSTRALIA
PH: 1300 725 088
SOURCES:1, 2 AIIM 2011 ECM Survey; 3 Harris Interactive, The Case for Better Document Collaboration
www.fileplan.com
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