Information management has become a major strategic factor in companies' development. It's important to get the right information circulated to the right people as efficiently as possible yet still keep it secure. Documentation management provides a way for companies to organize their information, in all its forms, in one place.
The objectives of document management include easier archiving, access, and reference, intelligent classification, and distribution of documents and the information they contain. It concerns sets of all sorts of company documents such as work procedures, meeting reports, documents received from customers and suppliers, documents sent to customers, faxes, sales presentations, and product datasheets.
For this chapter you should start with a fresh database that includes demo data, with sale, document and their dependencies installed and no particular chart of accounts configured.
- The importance of good document management
- Classic document management solutions
- The OpenERP solution
- Internal and external access using FTP
- Mapping between OpenERP resources and directories
- Searching for documents
- Integration with emails
- Working with users' changes
- Documents used for company processes