Using share point workflow for document management

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Post on 19-Jun-2015

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SharePoint Document Management Workflow is one of the most important features of the document management solution built on Microsoft SharePoint. Workflows help to manage a group of people working together within an organization. This translates into completing tasks that need to be done by different individuals on the same document.

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<ul><li> 1. Using SharePoint Workflow for Document Management If you are using SharePoint for document management you need to have a workflow. SharePoint Document Management Workflow is one of the most important features of the document management solution built on Microsoft SharePoint. Workflows help to manage a group of people working together within an organization. This translates into completing tasks that need to be done by different individuals on the same document. Here are some of the many features typically used when running documents through a workflow. Example document workflows used in different areas of business: Accounts PayableAccounts ReceivableTypes of documents that are usually processed in a SharePoint Document Management Workflow: Accounts Payable Documents: Invoices, BillsAccounts Receivable Documents: Terms of Sale, Credit Card Authorization FormLegal Documents: Contracts, Personal DocumentsDocument Workflow Features Email Notifications Notifications can be sent to particular people within a company regarding additional information about a document, approval of the document to proceed onto the next step in the business process, alert that a document has been completed and information about who has been involved. The list of notifications could go on and on. Document Data Comparison When a document needs to be compared with another database, record, and many other types of reference. Indexed information can be compared and the changes in the data can be logged or another process can be provoked if rules put in place are triggered during the data comparison.SharePoint Workflow helps people to collaborate on documents and to manage project tasks by implementing business processes on documents and items in a Microsoft Office SharePoint Server site. Workflows help organizations to adhere to consistent business processes, and they also improve organizational efficiency and productivity by managing the tasks and steps</li></ul> <p> 2. involved in business processes. This enables the people who perform these tasks to concentrate on performing the work rather than managing the workflow. Workflows can streamline the cost and time required to coordinate common business processes, such as project approval or document review, by managing and tracking the human tasks involved with these processes. For example, in an Office SharePoint Server site, you can add a workflow to a document library that routes a document to a group of people for approval and performs various other tasks which are required during that process. As new versions of SharePoint provides ways to control your SharePoint management chaos. It introduces new ways of increasing content sharing, organization, discovery and management capabilities. IT departments are asked for quickly reporting on, securing, storing, protecting and recovering user content and now within a small budget. On top of this, IT departments which are looking for ways to enhance user adoption and confidence in the platform, needless to say, this is all easier said than done. SharePoint management tools help you to get solutions which help you to: Enhance visibility into SharePoint usage, security and infrastructure Reduce the time and complexity associated with security Increase your control over content growth and storage costs Protect your environment and simplify recoveryAccelerate user adoption</p>