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concept_discussion_-_document_management [2019/01/30 09:22] 127.0.0.1 external edit |
concept_discussion_-_document_management [2019/02/07 10:08] (current) kcifreo |
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- | **2011-06-16> | ||
- | **2011-06-16> | ||
- | **2011-06-16> | + | **2011-06-16> |
+ | **2011-06-16> | ||
+ | **2011-06-16> | ||
- | =What is Document Management= | + | ==== What is Document Management |
+ | Some of the common questions Cyrious receives from new Control users are: | ||
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- | Some of the common questions Cyrious receives from new Control users are: | ||
* “Is there a way to attach a file to an order?” | * “Is there a way to attach a file to an order?” | ||
- | * “How can I organize my artwork | + | * “How can I organize my artwork |
* “Is there a good place to put the proof of company tax exemption? | * “Is there a good place to put the proof of company tax exemption? | ||
* “How can I save email so that I can find it for an order?” | * “How can I save email so that I can find it for an order?” | ||
+ | All of these are questions about documents (files) that have some relationship to orders or customers. Document Management refers to the system that each company has (implicitly or explicitly) to manage all of the documents associated with their business. | ||
+ | ==== Why Should Control Handle Document Management ==== | ||
- | All of these are questions about documents (files) that have some relationship to orders or customers. | + | Every business |
+ | Because it is already integrated into the company processes, Control provides a natural place to coordinate the documents associated with any particular order, estimate, company, etc. By providing a new “Documents” tab on each of these records (and others), and then managing the underlying folder structure, Control provide a simple framework that works for most businesses. | ||
+ | Sample documents that might be managed through Control: | ||
- | =Why Should Control Handle Document Management= | ||
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- | Every business has to manage the documents associated with its business processes. | ||
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- | Because it is already integrated into the company processes, Control provides a natural place to coordinate the documents associated with any particular order, estimate, company, etc. By providing a new “Documents” tab on each of these records (and others), and then managing the underlying folder structure, Control provide a simple framework that works for most businesses. | ||
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- | Sample documents that might be managed through Control: | ||
* Artwork | * Artwork | ||
* Photos | * Photos | ||
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* Anything else you can think of! | * Anything else you can think of! | ||
- | + | Finally, you should understand that though Control will manage the documents, they are still stored as separate files in Windows on a common file-server. This will usually be the SSLIP computer, but does not necessarily need to be. Backing up the documents is also a separate activity that is not handled by Control, so please be sure to read the section on backup carefully. | |
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- | Finally, you should understand that though Control will manage the documents, they are still stored as separate files in Windows on a common file-server. | + | |
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