Document management system: Difference between revisions

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With Integrated Document Management, (IDM) a [[Microsoft Office Word|Microsoft Word]] user may retrieve (check out) an existing document directly from the EDMS repository, make changes, and save the changed document as a new version (check in), all without leaving Microsoft Word. Similar integration with a variety of applications, including [[Microsoft Excel]], [[Microsoft PowerPoint|PowerPoint]], [[WordPerfect]], and even with e-mail systems such as [[Microsoft Outlook]] and [[Lotus Notes]]. IDM utilizes a variety of open standards (see [[ODMA]], [[Lightweight Directory Access Protocol|LDAP]], and [[WebDAV]]) and integration techniques to achieve integration with the corporate IT tools to achieve both convenience and compliance with internal controls without imposing undue requirements on the end user.
 
Beginning in 1988, a number of vendors including Mindwrap (formerly Blueridge technologies) [http://www.mindwrap.com/about/about.html], Open Text [http://www.opentext.com], PaperWise [http://www.paperwise.com], [[Laserfiche]], [[PC DOCS]] (acquired by [[Hummingbird, Ltd]]), TRIM Context[http://www.towersoft.com] (TOWER Software), Objective [http://www.objective.com] and [[SoftSolutions]] (acquired by [[Novell]]), developed LAN-based IDM systems. PC DOCS in particular innovated deep integration with the wordprocessing and spreadsheet authoring applications, and led the charge into the law firm market, which adopted IDM in great numbers during the 1990s. In addition to integrating with the front-office authoring applications, PC DOCS also integrated deeply with the underlying LAN-operating system, tying the system into NetWare directory services and LAN security. Current leaders in the market include Interwoven (formerly iManage), Documentum, Open Text, and to a lesser extent Hummingbird, Microsoft (SharePoint), FileNet and Saperion.
 
Typical systems have the user [[scanner (computing)|scan]] in the original paper document, and store the image of the document in the document management system. The image is often given a name containing the date and the user is often asked to type in additional "tags" or "index criteria" in order to make finding the image easier. For instance, a user scanning in an invoice might want to tag it with "water, invoice, 1/1/2002".