Category Archives: ECM

Finding Duplicate Documents in SharePoint 2010

SharePoint warns you if you are about to save a duplicate of a document and it does this by matching the filename.  This only applies when you are saving your new document to the same location in SharePoint where the original … Continue reading

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ECM Bits – Just save it to SharePoint

One of the areas in which organisations often get confused is around whether or not to force people to save all documents to SharePoint.  This tends to be the case in more regulated industries where stricter controls are placed over … Continue reading

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Making Documents Unique – Part 3

Proving that it all works The first thing to do is to add a new document to a document library and ensure that the Document ID is being assigned.  To do this, navigate to a document library and upload or … Continue reading

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Making Documents Unique – Part 2

How to Implement Document IDs As mentioned previously, the Document ID Service is set at the Site Collection level so once you are in a site, you need to go to Site Actions and then click on Site Settings. Click … Continue reading

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Making Documents Unique

A Fundamental ECM Requirement A fundamental tenet of any ECM solution is that it must be possible to uniquely identify a document and retrieve it based on a unique identifier.  This identifier is typically an incremental numeric value that increments … Continue reading

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Designing SharePoint 2010 Workflows with Microsoft Visio

One of the great new features of SharePoint 2010 is the ability to open up the whole workflow design experience to business users. Many users are familiar with using Microsoft Visio these days and it has become almost a standard … Continue reading

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Is 2010 suited to ECM?

I say “Yes it is” and here’s why… SharePoint has been dramatically improved with the release of SharePoint 2010, and incorporates many new features which support the use of the product as a platform for ECM and image storage. Content … Continue reading

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Benefits of Scanning into SharePoint

Since 2007, Microsoft has invested heavily in improving the document and records management capabilities of SharePoint and it is these improvements which have transformed the product from a collaborative platform into an ECM platform.  SharePoint 2010 can be considered as … Continue reading

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SharePoint 2010 as an ECM Platform

Here is a whitepaper I have recently written regarding the use of SharePoint 2010 as a platform for Enterprise Content Management. Whitepaper SP2010 as an ECM Platform This is a PDF document.

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Enabling Send To for your Records Centre

In the previous post we created a new Records Centre site.  What we need to do now is to enable usersto send documents to it from other sites and other site collections.  To do this we need to set up … Continue reading

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