Unlock the full potential of your document management processes with our specialized expertise in SharePoint DMS. As businesses face increasing challenges in handling and organizing vast amounts of information, having a robust document management system becomes crucial for efficiency, productivity, and compliance. Resemble Systems is here to empower your organization with a seamless and tailored SharePoint DMS solution that meets your unique needs.

As experts in SharePoint DMS, we understand the platform inside out. Our team of skilled professionals will work closely with you to assess your organization's unique document management needs and tailor a solution that maximizes the potential of SharePoint DMS. Don't let your documents hinder your organization's productivity. Unlock the power of SharePoint DMS with our expert guidance.

The Elements of a Document Management System

An effective document management solution specifies the following:

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  • What kinds of documents and other content can be created in an organization.
  • What template to use for each kind of document.
  • How to move documents within the organization as team members contribute to the documents’ creation, review, approval, publication, and disposition.
  • Where to store a document at each stage of its life cycle.
  • How to control access to a document at each stage of its life cycle.
  • What metadata to provide for each kind of document.

SharePoint Document Management Features

Document Center is a collaborative repository for authoring documents within a team, or a knowledge base for documents across multiple teams. It helps authors to create, work on, and store documents. Single & Multiple Upload Find Document by ID Search / Index documents Rate Documents Versioning Customized filterable Views.

Metadata allows author to store additional data with documents. These metadata properties can also be used with searching and indexing additional data. Metadata Properties

SharePoint 2013 supports security for user access at the site, list, list or folder, and item levels.

Search in SharePoint 2013 enables users to find relevant information more quickly and easily

Workflows in SharePoint provide great ways to save time, effort, and cost by automating existing business processes. Many business needs can be addressed through SharePoint out of the box workflows.

  • Review / Approval
  • Collect Feedback
  • Collect Signatures
  • Disposition Approval

Versioning stores, tracks, and restore items in a document library whenever they change. Versioning, combined with other settings, such as required check-out, gives you a lot of control of the content that is posted on your site and can provide real value if you ever have a need to look at or restore an old version of an item or file.

Metadata navigation makes it easier for users to find content in large lists and libraries. It enables users to dynamically filter and find content in lists and libraries by using a navigation hierarchy tree control to apply different metadata-based filters to the view. Metadata Navigation

Document libraries offer collaborative functionality in the SharePoint Web interface, but SharePoint- compatible applications such as Microsoft Office 2010, 2013 integrate closely with document libraries, and expose SharePoint functionality directly within the Office UI. Microsoft Office Integration

Retention policy is a set of rules that defines if the content is eligible for continuation at the existing location. If not then it should be marked for deletion after a certain period of time or transferred from one that location to another Retention Policy — Move to Recycle Bin or Permanent Delete or Transfer to another location

Content type is a reusable collection of metadata (columns), workflow, behavior, and other settings for a category of items or documents in a SharePoint list or document library. Content types enable you to manage the settings for a category of information in a centralized, reusable way

SharePoint provides a capability to record in an archive, or you can manage records in the same document repository as active documents Record Archival

SharePoint allows administrators to set default file template for document library. This way, when someone creates a new file in the library, the default template opens in the appropriate program.

Unlock the full potential of your document management processes with our specialized expertise in SharePoint DMS. As businesses face increasing challenges in handling and organizing vast amounts of information, having a robust document management system becomes crucial for efficiency, productivity, and compliance. Resemble Systems is here to empower your organization with a seamless and tailored SharePoint DMS solution that meets your unique needs.

As experts in SharePoint DMS, we understand the platform inside out. Our team of skilled professionals will work closely with you to assess your organization's unique document management needs and tailor a solution that maximizes the potential of SharePoint DMS. Don't let your documents hinder your organization's productivity. Unlock the power of SharePoint DMS with our expert guidance.

The Elements of a Document Management System

An effective document management solution specifies the following:

  • What kinds of documents and other content can be created in an organization.
  • What template to use for each kind of document.
  • How to move documents within the organization as team members contribute to the documents’ creation, review, approval, publication, and disposition.
  • Where to store a document at each stage of its life cycle.
  • How to control access to a document at each stage of its life cycle.
  • What metadata to provide for each kind of document.
Get a Quote

SharePoint Document Management Features

Document Center is a collaborative repository for authoring documents within a team, or a knowledge base for documents across multiple teams. It helps authors to create, work on, and store documents. Single & Multiple Upload Find Document by ID Search / Index documents Rate Documents Versioning Customized filterable Views.

Metadata allows author to store additional data with documents. These metadata properties can also be used with searching and indexing additional data. Metadata Properties

SharePoint 2013 supports security for user access at the site, list, list or folder, and item levels.

Search in SharePoint 2013 enables users to find relevant information more quickly and easily

Workflows in SharePoint provide great ways to save time, effort, and cost by automating existing business processes. Many business needs can be addressed through SharePoint out of the box workflows.

  • Review / Approval
  • Collect Feedback
  • Collect Signatures
  • Disposition Approval

Versioning stores, tracks, and restore items in a document library whenever they change. Versioning, combined with other settings, such as required check-out, gives you a lot of control of the content that is posted on your site and can provide real value if you ever have a need to look at or restore an old version of an item or file.

Metadata navigation makes it easier for users to find content in large lists and libraries. It enables users to dynamically filter and find content in lists and libraries by using a navigation hierarchy tree control to apply different metadata-based filters to the view. Metadata Navigation

Document libraries offer collaborative functionality in the SharePoint Web interface, but SharePoint- compatible applications such as Microsoft Office 2010, 2013 integrate closely with document libraries, and expose SharePoint functionality directly within the Office UI. Microsoft Office Integration

Retention policy is a set of rules that defines if the content is eligible for continuation at the existing location. If not then it should be marked for deletion after a certain period of time or transferred from one that location to another Retention Policy — Move to Recycle Bin or Permanent Delete or Transfer to another location

Content type is a reusable collection of metadata (columns), workflow, behavior, and other settings for a category of items or documents in a SharePoint list or document library. Content types enable you to manage the settings for a category of information in a centralized, reusable way

SharePoint provides a capability to record in an archive, or you can manage records in the same document repository as active documents Record Archival

SharePoint allows administrators to set default file template for document library. This way, when someone creates a new file in the library, the default template opens in the appropriate program.

Unlock the full potential of your document management processes with our specialized expertise in SharePoint DMS. As businesses face increasing challenges in handling and organizing vast amounts of information, having a robust document management system becomes crucial for efficiency, productivity, and compliance. Resemble Systems is here to empower your organization with a seamless and tailored SharePoint DMS solution that meets your unique needs.

As experts in SharePoint DMS, we understand the platform inside out. Our team of skilled professionals will work closely with you to assess your organization's unique document management needs and tailor a solution that maximizes the potential of SharePoint DMS. Don't let your documents hinder your organization's productivity. Unlock the power of SharePoint DMS with our expert guidance.

The Elements of a Document Management System

An effective document management solution specifies the following:

Get a Quote
  • Where to store a document at each stage of its life cycle.
  • How to control access to a document at each stage of its life cycle.
  • What metadata to provide for each kind of document.
  • How to move documents within the organization as team members contribute to the documents’ creation, review, approval, publication, and disposition.
  • What template to use for each kind of document.
  • What kinds of documents and other content can be created in an organization.

SharePoint Document Management Features

Document Center is a collaborative repository for authoring documents within a team, or a knowledge base for documents across multiple teams. It helps authors to create, work on, and store documents. Single & Multiple Upload Find Document by ID Search / Index documents Rate Documents Versioning Customized filterable Views.

Metadata allows author to store additional data with documents. These metadata properties can also be used with searching and indexing additional data. Metadata Properties

SharePoint 2013 supports security for user access at the site, list, list or folder, and item levels.

Search in SharePoint 2013 enables users to find relevant information more quickly and easily

Workflows in SharePoint provide great ways to save time, effort, and cost by automating existing business processes. Many business needs can be addressed through SharePoint out of the box workflows.

  • Review / Approval
  • Collect Feedback
  • Collect Signatures
  • Disposition Approval

Versioning stores, tracks, and restore items in a document library whenever they change. Versioning, combined with other settings, such as required check-out, gives you a lot of control of the content that is posted on your site and can provide real value if you ever have a need to look at or restore an old version of an item or file.

Metadata navigation makes it easier for users to find content in large lists and libraries. It enables users to dynamically filter and find content in lists and libraries by using a navigation hierarchy tree control to apply different metadata-based filters to the view. Metadata Navigation

Document libraries offer collaborative functionality in the SharePoint Web interface, but SharePoint- compatible applications such as Microsoft Office 2010, 2013 integrate closely with document libraries, and expose SharePoint functionality directly within the Office UI. Microsoft Office Integration

Content type is a reusable collection of metadata (columns), workflow, behavior, and other settings for a category of items or documents in a SharePoint list or document library. Content types enable you to manage the settings for a category of information in a centralized, reusable way

Retention policy is a set of rules that defines if the content is eligible for continuation at the existing location. If not then it should be marked for deletion after a certain period of time or transferred from one that location to another Retention Policy — Move to Recycle Bin or Permanent Delete or Transfer to another location

SharePoint provides a capability to record in an archive, or you can manage records in the same document repository as active documents Record Archival

SharePoint allows administrators to set default file template for document library. This way, when someone creates a new file in the library, the default template opens in the appropriate program.

How it Works

A document management system (DMS) is a software solution designed to store, organize, manage, and track electronic documents and files within an organization. It simplifies the process of capturing, storing, retrieving, and sharing documents, making information more accessible and improving overall workflow efficiency.

Implementing a document management system brings several advantages, including:

  • Improved efficiency: DMS streamlines document workflows, reducing time spent searching for files and improving collaboration.
  • Enhanced security: DMS allows for controlled access to sensitive documents, tracks changes and versions, and provides audit trails.
  • Better organization: DMS offers structured storage, tagging, and indexing, making it easier to categorize and retrieve documents.

Yes, a good document management system is designed to handle various file types, including but not limited to text documents, spreadsheets, presentations, PDFs, images, and multimedia files. It should support the ability to preview or view these files within the system, making it easier to access and work with different file formats.

Yes, most document management systems offer migration capabilities to import existing documents from file servers, local drives, or other document management systems. Typically, you can upload documents in bulk, preserving folder structures and metadata if applicable.