My company uses 2007 and I was tasked with setting up document management. I would love some insight on how others have set it up. My end users are not computer savvy and I thought my process was pretty sound but now they want me to come up with a better solution. Is anyone still using 2007 and if so can you let me know how you are using it for document management?
Thanks,
Tisha
For 2007 document management use this following things
1. Information right management
2. governance
3. retention
4. workflows
5.Permission Management
6. Content types
7.document sharpoint designer workflow
8. versioning and check in and check out
Hi Tisha,
Few OOTB features in MOSS 2007 Document management which you can look for are as follows :
- Version Control – you can allow only certain users to see major versions/ minor versions.
- OOTB Document approval workflow – when a draft version is approved by the approver, the document been published as major version/signed off.
- Records Management/Center – here, you can set the retention or expiration policy for documents across the site.
- Content Types and Metadata properties – can group metadata columns into content types. Even, you can have parent, child content type relationship.
- Connect Document libraries to Outlook 2007 – enables to work with offline copies and later sync it online.
- Document Template and properties – You can set up a word document template with predefined metadata in document library so users can create new document using the defined template.
I believe this link will be useful for you to start with http://office.microsoft.com/en-us/sharepoint-server-help/introduction-to-document-management-HA010241399.aspx
