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Document management overview (SharePoint Server 2010)
This article provides a high-level description of the various elements of a document management solution based on Microsoft SharePoint Server 2010. In this article: The elements of a document management system The planning process
The elements of a document management system An effective document management solution specifies: What types of documents and other content can be created within an organization. What template to use for each type of document. What metadata to provide for each type of document. 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. How to move documents within the organization as team members contribute to the documents' creation, review, approval, publication, and disposition. What policies to apply to documents so that document-related actions are audited, documents are retained or disposed of properly, and content that is important to the organization is protected. Whether a document has to be converted from one format to another as it moves through the stages of its life cycle. How documents are treated as corporate records, which must be retained according to legal requirements and corporate guidelines.
The planning process Identify document management roles Analyze document usage Plan the organization of documents Plan how content moves between locations Plan content types Plan workflows Plan content control Plan policies