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Document management overview (SharePoint Server 2010),[object Object]
This article provides a high-level description of the various elements of a document management solution based on Microsoft SharePoint Server 2010.,[object Object],In this article:,[object Object],The elements of a document management system,[object Object],The planning process,[object Object]
The elements of a document management system,[object Object],An effective document management solution specifies:,[object Object],What types of documents and other content can be created within an organization.,[object Object],What template to use for each type of document.,[object Object],What metadata to provide for each type of document.,[object Object],Where to store a document at each stage of its life cycle.,[object Object],How to control access to a document at each stage of its life cycle.,[object Object],How to move documents within the organization as team members contribute to the documents' creation, review, approval, publication, and disposition.,[object Object],What policies to apply to documents so that document-related actions are audited, documents are retained or disposed of properly, and content that is important to the organization is protected.,[object Object],Whether a document has to be converted from one format to another as it moves through the stages of its life cycle.,[object Object],How documents are treated as corporate records, which must be retained according to legal requirements and corporate guidelines.,[object Object]
The planning process,[object Object],Identify document management roles,[object Object],Analyze document usage,[object Object],Plan the organization of documents,[object Object],Plan how content moves between locations ,[object Object],Plan content types,[object Object],Plan workflows,[object Object],Plan content control,[object Object],Plan policies,[object Object]

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Document management overview_(share_point_server_2010)

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