I’ve been given a project to research. The title is “document management”. I’ve read various white papers and sales brochures on document management and retention. For what we’re wanting to do, I think I have the wrong title.
We are trying to consolidate all the documents in a single, searchable location — this is document management and retention. The thing that is confusing me is that we want to be able to work on documents that are in this “location” from start to finish.
From what I’ve found out, most programs create a database and you can define searchable terms for scanned, emailed, and electronic documents. The handling of “live” documents is harder to do.
I’m needing to find programs that will let us all save our documents in a single place even though were still working on them.
I’m thinking this is two separate issues:
1. Document management for final versions of documents, external materials (i.e. invoices), and/or scanned information.
2. Document _______ for controlling documents created and edited (multiple times). These should be searchable by anyone at any time to see if there is already someone working on something similar. Eventually, these documents would be placed into the doc. mgmt. system.
Did any of this make sense? Any help would be great.
Thanks.
Jo
