Integrated Document ManagementΒΆ

Note

This part of this documentation need to refactor, need to change the images and some old content.

Information management has become a major strategic factor in company’s development. It is important to get the right information circulated to the right people, as efficiently as possible, yet still keep it secure. Document 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.

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