Collaboration & Versioning - Document Management Software

We are talking Document Management System and different components attach with it. We talked Data Capture, Data Indexing, Data Storage, workflow, Data integration and Metadata , Data Retrieval as components of Document Management and leadorganizer software.

Today we are going to talk about Collaboration & Versioning as part of document management systems.

Collaboration
Collaboration should be inherent in a EDMS. Documents should be capable of being retrieved by an authorized user and worked on. Access should be blocked to other users while work is being performed on the document.

Versioning
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. Versioning is useful for documents that change over time and require updating, but it may be necessary to go back to a previous copy.


ref: Document Management Software, wikipedia

WorkFlow - Document Management System

We are talking Document Management System and different components attach with it. We talked Data Capture, Data Indexing, Data Storage, Data integration and Metadata , Data Retrieval as components of Document Management and leadorganizer software.

Today we are going to talk about Workflow as part of document management systems.

Workflow is a complex problem and some document management systems have a built in workflow module. There are different types of workflow. Usage depends on the environment the EDMS is applied to. Manual workflow requires a user to view the document and decide who to send it to.

Rules-based workflow allows an administrator to create a rule that dictates the flow of the document through an organization: for instance, an invoice passes through an approval process and then is routed to the accounts payable department. Dynamic rules allow for branches to be created in a workflow process. A simple example would be to enter an invoice amount and if the amount is lower than a certain set amount, it follows different routes through the organization.


ref: work flow management system, wikipedia