Transactional content is comprised of documents that organization receives from external parties, such as vendors, customers and partners. Common examples of transactional documents are vendor invoices, purchase orders from clients, claim forms, application and enrollment forms and most any documents that a company receives on paper and needs to scan in.
While SharePoint is a an excellent platform for Enterprise Content Management, there are a few challenges in using SharePoint to manage transactional content.
This presentation addresses some of the more obscure (yet complex) out of the box features that can be configured in SharePoint to improve management of transactional content along with some software products from Hershey Technologies that simplify and enhance the user experience.
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