Document Management Basics
Learn the basics of electronic document management systems (EDMS) and in particular the implementation of document management in SharePoint.
EDRMS: The difference between documents and records
Learn what electronic document and records management (EDRM) is and what the main differences are between documents and records.
Components of an Electronic Document Management System
Learn what the basic components are of an Electronic Document Management System (EDMS) and in what form SharePoint makes these components available for document management.
Defining document types and metadata in an EDRMS
Learn what steps you must take to go from analyzing documents to defining metadata that can be used to index and categorize documents, and then later on to search and retrieve documents.
Defining folder structures in an EDRMS
Learn what folders are used for in document management and what types of folder structures you can create in an EDRMS.
Defining and using workflows (BPM) in EDM
Learn what you can use workflow for in an EDRMS and what steps to take when defining workflow for an EDRMS.