Document & Record Lifecycle Software

Step 4. Adding & Tagging New Content


Once the document filing environment and tagging standards are configured users are then able to add and tag new documents to the library. When adding, editing or checking in documents to the Document Management Software, users first select the area (or folder) where they want to store the document. They then proceed with tagging the document by selecting the type of document it is before completing the tag profile for the type of document selected.

FileHold '08 supports the ability for users to specify storage location and document tagging information for each document. Contributors can then quickly specify authorization rights for the files they are adding.

In some cases apart of tagging includes the ability to link the document to other documents stored in the library. This ability - sometimes referred to as the creation of compound documents - adds another dimension to document classification from strictly tagging to making logical relationships between documents based on user experience and business context.


User defined document linking can be a double-edged sword. If used correctly they can dramatically improve search performance as related files can be retrieved that are associated with other documents. FileHold '08 supports the ability to document-to-document relationships resulting in compound documents.

 

Step 1.
Creating the document filing environment

Step 2.
Defining a document tagging vocabulary

Step 3.
Adding & tagging documents

Step 4.
Document search & retrieval using tags

Step 5.
Document security & authorization


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