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What are the key features for document management?

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تم إضافة السؤال من قبل Mohammed Yaseen MBA PMP® , Commercial Officer , Hayat Communications
تاريخ النشر: 2013/09/13
Lubna Al-Sharif
من قبل Lubna Al-Sharif , Medical Laboratory Technician , Nablus Specailized Hospital

Dear Sir,

 

== This question was precisely declared by fully descriptive answers of  Mr. Khalid Noor and Mr. SUBHASHISH BHATTACHARYA, and I anticipate if my participation would be included in their side as well.

== Organizations today are floating in a virtual sea of documents. Once upon a time, this ocean was limited to computer files and printed documents, but these days we must also keep track of the information we email, broadcast, publish online, collaborate on, compare, and present — as well as the related content that others send us.

== Document management, often referred to as Document Management Systems (DMS), is the use of a computer system and software to store, manage and track electronic documents and electronic images of paper based information captured through the use of a document scanner.

 

== Document management systems can be used to:

a-                 Allow documents to be modified and managed but typically lack the records retention and disposition functionality for managing records.

b-                 Be a further burden on organizations to produce more documents and track them more methodically.

c-                 Not only do these documents contain information we can reuse; we can also study them to understand past organizational decisions and parse them to produce metrics on organizational goals and efficiencies.

d-                 Provide invaluable document searching, versioning, comparison, and collaboration features.

e-                 Offer integrated features to support Google-sequel searching, document versioning, comparison, and collaboration.

f-                  What's more, when you save a document to a DMS, you record summary information about your document to a database. That database can then be used to analyze your work in order to improve your organization's efficiency and effectiveness.

 

== Key DMSs features are numerous, and here some of the main ones:

 

1-                 Metadata:

-                     Metadata is typically stored for each document. Metadata may, for example, include the date the document was stored and the identity of the user storing it. The DMS may also extract metadata from the document automatically or prompt the user to add metadata.

-                     Some systems also use optical character recognition on scanned images, or perform text extraction on electronic documents. The resulting extracted text can be used to assist users in locating documents by identifying probable keywords or providing for full text search capability, or can be used on its own.

-                     Extracted text can also be stored as a component of metadata, stored with the image, or separately as a source for searching document collections.

 

2-                 Document check-in /check-out and Version Control (Versioning):

-                     If you try to open a file that someone else is already editing, a network operating system, like Windows Server2003, will alert you that the file is in use and offer you the option to make a copy.

-                     Versioning is a process by which documents are checked in or out of the document management system, allowing users to retrieve previous versions and to continue work from a selected point.

-                     A DMS will tell you more; i.e. who is editing the document, what time she checked it out, and the information she provided about the purpose of her revision and when she plans to be done with the document.

 

3-                 Document Recovery or Retrieval:

-                     DMSs typically provide strong support for document backup, archiving, and disaster recovery, working in conjunction with your other backup systems to safeguard your work.

-                     DMSs retrieve the electronic documents from the storage. Although the notion of retrieving a particular document is simple (by allowing the user or system to specify the unique document identifier), retrieval in the electronic context can be quite complex and powerful.

-                     More flexible retrieval allows the user to specify partial search terms involving the document identifier and/or parts of the expected metadata.

 

4-                 Roll back and Indexing:

-                     Indexing tracks electronic documents. Indexing may be as simple as keeping track of unique document identifiers; but often it takes a more complex form, providing classification through the documents' metadata or even through word indexes extracted from the documents' contents.

-                     Indexing exists mainly to support retrieval. One area of critical importance for rapid retrieval is the creation of an index topology.

 

5-                 Document Comparison:

-                     A DMS not only supports Word's track-changes and document-merging features, but allows you to compare your edited document to an unedited version, highlighting the differences between the two within the DMS.

-                     This is a great feature when your collaborator has neglected to track his or her changes, particularly because it allows you to view the updates without actually adding the revision data to your original files, making them less susceptible to document corruption.

 

6-                 Web publishing:

-                     Most DMSs provide content-management features for intranets and even public Web sites. Often, you can define that specific types of documents should be automatically published to your intranet as soon as they're saved to the DMS.

-                     Note, however, that if your core need is to publish documents on a Web site, rather than track versions or support check-ins and check-outs, a dedicated Content Management System [CMS] will likely be a better fit than a DMS.)

 

7-                 Workflow automation.

-                     A DMS can incorporate approvals and routing rules to define who should see the document and in what order. This allows the system to support not only the creation and retrieval of documents, but also the editing and handoff process.

-                     For example, when multiple authors need to work on a single document, the DMS can route the file from one to the next in a pre-defined order.

-                     Manual workflow requires a user to view the document and decide whom to send it to. Rules-based workflow allows an administrator to create a rule that dictates the flow of the document through an organization

 

8-                 Email Integration.

-                     Most DMSs integrate with Microsoft Outlook, Lotus Notes, and other email platforms, allowing you to not only view your document folders from within your email client, but to also to save emails to your DMS, as well as you can make changes, and save the changed document back to the DMS repository as a new version all without leaving the application.

-                     If, for example, you send out a document for review, you can associate any feedback and comments you receive via email with that document, which you can retrieve whenever you search for your original file.

-                     Integration often uses open standards such as ODMA, LDAP, WebDAV and SOAP to allow integration with other software and compliance with internal controls.

 

9-                 Capturing:

-                     Capture primarily involves accepting and processing images of paper documents from scanners or multifunction printers. Optical character recognition (OCR) software is often used, whether integrated into the hardware or as stand-alone software, in order to convert digital images into machine readable text.

-                     Optical mark recognition (OMR) software is sometimes used to extract values of check-boxes or bubbles. Capture may also involve accepting electronic documents and other computer-based files.

 

10-             Collaboration:

-                     Collaboration should be inherent in an EDMS. In its basic form, a collaborative EDMS should allow documents to be retrieved and worked on by an authorized user. Access should be blocked to other users while work is being performed on the document.

-                     Other advanced forms of collaboration allow multiple users to view and modify (or markup) a document at the same time in a collaboration session. The resulting document should be viewable in its final shape, while also storing the markups done by each individual user during the collaboration session.

 

11-             Publishing and Distribution:

-                     Publishing a document involves the procedures of proofreading, peer or public reviewing, authorizing, printing and approving etc. Those steps ensure prudence and logical thinking. Any careless handling may result in the inaccuracy of the document and therefore mislead or upset its users and readers.

-                     A published document for distribution has to be in a format that can't be easily altered. As a common practice in law regulated industries, an original master copy of the document is usually never used for distribution other than archiving. If a document is to be distributed electronically in a regulatory environment, then the equipment tasking the job has to be quality endorsed AND validated.

 

With all respect to your efforts and my wishes to add new advantage,

 

 

Lubna Al-Sharif

Khalid Noor
من قبل Khalid Noor , Accounting Manager , FedEx

  • Web Access - Work Remotely. The document management software can be accessed from anywhere in the world via the web interface.  Multiple browsers are supported and all functionality is available including system administration and library administration
  • Search - Find what you need using Full-text and Metadata Based search. The document management software allows users to save simple or advanced search queries as Saved Searches  
  • Microsoft Office Integration - Tight integration with Microsoft Office is provided that gives direct access from the document management software to: Word, Excel, Outlook, PowerPoint and Visio
  • Records Management Software - Manage both short and long term working and archived documents.  Advanced Record retention and disposition policies for both electronic and paper based records are standard in the document management software.  Document, data and usage history is fully captured to stay in compliance.  
  • Electronic Forms (e-Forms) – E-forms can be created using the standard Microsoft Word tools found in Office.  Once created the form data can be automatically extracted into FileHold metadata when the form is added to the document management system.  
  • Calendar – Differentiate your daily tasks and become more proficient at accomplishing your document management goals using the Calendar.
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  • Document Version Control - Document version control software provides: check in / checkout ability preventing documents from being overwritten or deleted as documents are updated by more than one party. All versions of a document are maintained by the document management software.
  • Document Scanning and Imaging - The document management software ships with scanning software that support over300 different scanners types to allow organizations to “Go paperless”.  Basic and advances3rdparty scanning software is supported for both simple and complex document scanning operations  
  • Check Documents Out / Check Documents In - Users are able to check in and check out documents from the document management software from within Microsoft Office applications, using the Desktop Application or from anywhere in the world using the web interface.    
  • Document “Tagging” or Metadata Capture - Capturing metadata (key data about the document) is the key to successful search and document  organization.  The software has easy to use controlled document tagging ensuring documents are classified.  Many metadata capture functions are automated. 
  • Virtual Folders - The Virtual Folders feature in the document management software allows limitless aggregation of documents throughout the library into personal "views".  A Project Manager might have a virtual folder containing project documentation, project legal contract documents, invoices, design documentation and emails even though each document is stored in different locations of the library. 
  • Work Offline - If you are travelling or out of the office and are not connected to the FileHold document management server, you can still work on your important documents offline. The document management software will recognize the document changes and can be synchronized with the Library once you are back online. 
  • Document Linking - Document to document linking builds parent or child relationships between documents and allows users to link and organize documents in logical groups.  Linking provides the ability to create document shortcuts to documents frequently needed.  
  • Mobile Workforce - The document, records, workflow and e-forms software supports workers on the go.  To learn more about how the software empowers the mobile workforce go to.
  • Optical Character Recognition (OCR) and Indexing - Using the scanning software that ships with the document management software users can convert the text on typed paper documents into editable and searchable information.  
  • Matter Centric Filing (Auto Tagging) - This feature is commonly used in the legal industry.  By simply dragging a document into a folder searchable meta data or "tags” associated with the same subject matter are automatically added. 
  • User Roles and Security - The document management software ships with a choice out of11 different user security roles ranging from “read only” to “System Administration” to provide an appropriate level of user access permissions for workers at all levels.  Users see only documents that  administrators want them to see.   
  • Watched Folders - The software can be configured so that documents (i.e. e-mail) can be sent to watched folders and then automatically be moved  into the filing hierarchy.   Watched folders move documents electronically into the library from local or network folders. 
  • Ease of Use - The document management software’s filing structure mirrors the physical office filing environment. Document cabinets contain drawers that contain folder groups and or folders that contain documents.  This familiar document filing approach ensures that users can easily browse for documents in a logical and efficient fashion.  
  • User Audit Logging and Tracking - The software  tracks and records every user activity to ensure a complete audit trail of document activity in the software.  This document auditing capability ensures compliance and protects intellectual property. 
  • Email - Send documents via attachments or links.  
  • Document Subscriptions - The document management software allows users to subscribe to and to be notified of edits to documents or changes to folders they have subscribed to.  When an existing document is updated or a document is added to a folder, the user receives email notification that the change has occurred, who has changed it, and receives a secure link to directly access the document.  
  • Document naming Standards - The software can automatically create document names to enforce adherence to document or record naming conventions. 
  • Web Services API - A well documented Web Services API allows direct integration with3rd party  applications and flexible integration with existing back office systems. These web services are available to third parties to provide easy integration with other enterprise solutions and productivity applications. 
  • URL Support - Provides the ability to send a secured link to a document, rather than emailing the document and cluttering up the mail inbox.  This link can then be clicked on to launch the Web Client or Desktop Client to work on the document in a few seconds.  
  • Document Numbering - This feature provides for the automatic application of document control numbers to documents. 
  • Reporting and document Compliance - The document management software comes with many built in reports to give administrators information about the usage of documents  and users.   
  • FIPS Compliance – FileHold is FIPS (US Federal Information Processing Standards) compliant. The US Federal Government requires compliance in order to meet security and interoperability standards. Licenses and passwords are encrypted using a FIPS compliant algorithm (3DES) to meet full compliance

 

 

SUBHASHISH BHATTACHARYA
من قبل SUBHASHISH BHATTACHARYA , Asst. Manager-AutoCAD Drawing & Technical Documentation , Jindal Steel & Power Ltd.

A Document Management System is a solution that organize the files and let you access the documents in electronic format. In this sense, it is usually associated with file management and document scanning processes – phase of dematerialisation of documents.

Adding to the whole process of dematerialisation of documents with the physical origin, a Document Management System also allows the inclusion of unstructured documentation of an organization (fax, email, etc..), Thus allowing an aggregation of these two sources of documents.

Normally Documental Management systems include powerful search engines, as well as management and permissions management processes and robust flexibility.

There are more some important key features:

a)Document Origin and Control

b)Document Processing

c)Document Access and Knowledge Management

d)Security and Audit

e)Publishing and Archival

f) Integration

 

 

 

 

 

 

 

مستخدم محذوف‎
من قبل مستخدم محذوف‎

Document management, often referred to as Document Management Systems (DMS), is the use of a computer system and software to store, manage and track electronic documents and electronic images of paper based information captured through the use of a document scanner. The term document is defined as "recorded information or an object which can be treated as a unit". DM systems allow documents to be modified and managed but typically lack the records retention and disposition functionality for managing records. Key DM features are:

  • Check In / Check Out and Locking
  • Version Control
  • Roll back
  • Audit Trail
  • Annotation and Stamps
  • Summarization

Document management systems today range is size and scope from small, standalone systems to large scale enterprise-wide configurations serving a global audience. Many document management systems provide a means to incorporate standard physical document filing practices electronically. These include:

  • Storage location
  • Security and access control
  • Version control
  • Audit trails
  • Check-in/check-out and document lock down

 

Saifullah Farooqui
من قبل Saifullah Farooqui , Senior Tax Accountant , AMS Supplies

The management information system will take one of two major forms. In a manual format, an MIS is a written body of protocols that managers follow to make decission...

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