Industries
Document Management
Documents need a place where the current version and access are clear.
Document Management
Follow the record to the next decision
We discuss filing, review, search and retention around the way teams use information, including what happens when a document is replaced or withdrawn.
Workflows to examine
- Secure digital archiving
- Full-text search & retrieval
- Version control & audit trail
- Role-based access permissions
- Records retention policies
In practice
Document Management: a practical example
A team updates a contract while another department still holds an earlier copy. Examine the approval, published version and access history. People need to identify the current document quickly and understand whether an older version may still be used for a particular record.
An illustrative scenario to discuss when planning your project.