Document management controls the life cycle of documents in your organization — how they are created, reviewed, and published, and how they are ultimately disposed of or retained. Although the term “management” implies that information is controlled from the top of the organization, an effective document management system should reflect the culture of the organization that uses it.
The tools that you use for document management should be flexible enough to enable you to tightly control a document’s life cycle, if that fits your enterprise’s culture and goals, but also to let you implement a more loosely structured system, if that better suits your enterprise.
An effective document management solution specifies the following:
SharePoint Foundation 2013 includes features that implement all these aspects of document management. SharePoint Server 2013 includes the same features and also adds the following:
To make sure that information workers can easily take advantage of these capabilities without having to depart from their day-to-day operations & familiar tools, applications in the Microsoft Office system — such as Outlook & Word — also include features that support each stage in a document’s life cycle.
The document management planning process consists of the following major steps: