Document Management

A Document Management System (DMS) is a system (both hardware and software) used to track, manage and store documents and reduce paper. Most are capable of keeping a record of the various versions created and modified by different users (history tracking). It is often viewed as a component of enterprise content management (ECM) systems and related to digital asset management, document imaging, workflow systems and records management systems.

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I have used Nuance Paperport 14.5 on windows 10 for at least a year now. Something happened the other day and I don't know what but now when I try to use the program itctells,me I seem to be running in the windows xp comparability mode and each time I try to use the program it shuts down. I have uninstalled reinstalled, run registry cleaners, contacted the manufacturer of my scanner (Brother) and Nuance along with a whole host of other things and nothing works. Help!!!
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Applying a partial SVN Patch using Tortoise

I see I can Apply an SVN patch, but worry that it's all or nothing.

Using Tortoise, if I select Apply Patch, then choose a file a Tortoise Merge tool opens.

Does this let me select the files I want to merge? What if there are wanted and unwanted changes in the same file?

Is there any way to revert?

What can I back up before I experiment with Applying Patches?

PaperPort XP Compatibility Mode
Nuance's PaperPort may display this error message: PaperPort appears to be running Windows XP Compatibility Mode which may result in errors. We recommend disabling Compatibility Mode for the PaprPort.exe program, see Technote 6629. This article provides a possible solution to the problem.

Expert Comment

by:Jerry Chiplinski
Comment Utility
Joe thank you for your input. I have gone over the I formation in your article and preformed the suggested steps. Unfortunately this did not change anything. Paperport is still giving the comparability error. The one thing that is different in my registry and do not know why is part of one key is missing \Layers

HKEY_LOCAL_MACHINE\Software\Wow6432Node\Microsoft\Windows NT\Current Version\AppCompatFlags

I did not remove this and do not know how to get it back.

I have been using paperport 14.5 for quite some time and the compatibility error suddenly appeared out of the blue.

Any help would be appreciated.

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Author Comment

by:Joe Winograd - EE Fellow & MVE
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Hi Jerry,
We now have this same discussion going on in three different places...this article, my Patch1 article, and your question.

I suggest that we consolidate the three threads at your question:

See you there! Regards, Joe
Need to update shared C# code

We have four .NET MVC applications which use a shared C# file located in each of the four solutions at:


and I am adding a new C# class.

I have yet to configure the NuGet package so it can be deployed across each solution and currently am using copy/paste to get the same code tested in each solution.

What can you tell me about the NuGet process?

Would I:

1) create the final source code in the shared project?
2) generate a NuGet package for those shared source files?
3) upload it to some server?
4) Using Visual Studio, opened for each target solution, update the NuGet containing the shared files?

Recompile each of four solutions and commit the updated code?

I am a bit unsure of this process.

I am trying to display a pdf image to a winform. I am using axacropdf to try to accomplish this. It is working perfectly the first time I pass a .pdf file to it to display. After the first time it doesn't display the image but shows a comment and fill/sign section. How can I reset this control each time so it only displays the image I want to see.

            //Display the card pdf image
            string sAGIN = Convert.ToString(dtMOcard.Rows[0][37]);
            string sAGIN3 = sAGIN.Substring(0, 3);
            pdfCard.src = "";
            pdfCard.LoadFile(@"\\usoscs320\e_drive\Gracol PDF Done NEW\" + sAGIN3 + @"\" + sAGIN + @"\F" + sAGIN + @".pdf");
            //pdfCard.src = @"\\usoscs320\e_drive\Gracol PDF Done NEW\" + sAGIN3 + @"\" + sAGIN + @"\F" + sAGIN + @".pdf";

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I have a 2016 file server.  This server is used for everyone to share docs.  I'm having an issue with a few users not closing docs and spreadsheets.  Is there a way to time them out automatically without me having to go on there and close the open file?
I am  using Outlook 2010.  I have folders containing 50 or more emails related to a project.  I have Adobe Acrobat Pro 10 that I used to create an indexed portfolio.  But I cannot add other documents to the portfolio from other sources such as word or photos that have been converted to PDF files.   My next option is to export the files from outlook to something, preferably PDF files and then import or combine them into a new PDF file.  But these files are subsequently out of order.  I was considering Evernote Autoportfolio Plug-in but while this appears to have installed correctly, the plugin doesn't appear when I open the portfolio in Acrobat.   I need something to inexpensive that lets me export email folders into portfolios and I can cleanup and add more things to, then bates number.  Any ideas?
I want a local based office documents management system, I don't mind on a local nas server or something like that. We have a lot of sales employees who get a take invoices and receipts. and it just keeps piling up. I think a paperless office is the way office. scan it, shred it, search and use it anytime.

some features I can find online:

1. Approval Workflow

An invoice, a vacation application or another document needs to be approved by one or several people before next steps?

2. Sharing

Share documents, folders, sections or even the whole account to anyone you like. With "View" permissions they can only see the document; with "Edit" they can also edit the meta data.

3. Notifications

Set and get automatic notifications for changes in documents, folders or sections as often as you choose.

4. File versions

You can upload a new version of a document and preserve the existing metadata and all earlier versions of the file

5. Reminders

Whenever you need a notification at a certain date and time, just set up a reminder!

6. Powerful search

We have built in a powerful search so you can search documents not only by the file name but also document's title and metadata,

Halo experts,

I want to implement Data Leak Prevention (DLP) system in my company. But my requirement is to implement such a way that normally all documents can be copied outside company through pendrive. But if required, some documents will be encrypted which may be rout / float inside company but if copied outside company network, those will become unreadable.

Is it possible? If possible what is the best solution?

With Regards,
Soumen Roy
Is there any way to remove the Modified / Created date from a PDF that was created by scanning paper into a scanner?  I know there are tools that will change the modified date that windows displays.. But if you goto properties of document it will still show the original and correct information.
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Helpful to verify reports of your own downtime, or to double check a downed website you are trying to access.

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Hello everyone,
This client of mine has ID card scanners which they have been using a 3rd party Citrix app to scan an upload, however now they desire to scan and then copy and paste somewhere else.  I can scan it and get it to work, but the ID appears at the top and then there is a lot of black space on the bottom.  Can someone recommend dimensions or many even a third party scanning program that has less limitation?
we want to implement electronic signatures for documents that our sales team sends out.  I have research DocuSign developer website briefly and found some rest APIs and SDKs that seem like they would accomplish our goals.

I wanted to see if any of you experts out there have been through a similar situation and if so what worked for you.  I really would like to find the best fit for our needs.  Thanks!
We've created a SharePoint O365 site for document management for our enterprise.

We've got 2 specific document types with required metadata.  We've also created a library for one of these types to test from the type and removed the default type of document.  The goal is to restrict uploads to not let the environment become a mess like we've got with older solutions.

We really want to force entry of required metadata with uploads, which we understand isn't a native capability.  I'm sure others have had this need though so I'm hoping that someone can provided a technique for doing this.  I'm talking about end-user uploaded - we can provide all required attributes through a tool.

Would triggers of some sort be a mechanism to catch uploads and validate metadata?  Is there another technique?  Are there several?
I have tried to follow this MS article, but ...

Our environment is:
ORF Spam Control (on Exchange Server)
DKIM Signature Signer (on Exchange Server)
Exchange 2016 cu7 Server (standalone 2012R2)
OOS (standalone 2012R2)
OneDrive (Cloud office365 account)

Use case scenario: to use Onedrive as a shared document repository for our exchange server where users via OWA or local outlook client can upload shared documents, end attachments and use OOS to view/edit said documents stored on OneDrive, effectively using OneDrive for document collaboration.

We do not want or wish to migrate our system to the cloud.

What has been done so far:

1) Setup office365 account and can access via
2) Setup Domain ''
- Added a .txt verification record to our zone file on our NS Servers.
-- made default, domain setup complete with no obvious errors.
3) Linked via Hybrid Configuration wizard (HCW) local exchange and our Office365 account
- used minimal setting as were not migrating our exchange to the cloud.
- all looks good HCW complete with no errors.
-- had one oddity, I could not log in to the admin account that had the admin credentials locally could use my e-mail account that does not have admin privileges, no idea why does not seem not to affect the outcome.
4) Added users in Office365 and allocated one drive licences …
I had this question after viewing export one message thread in an organized format.
Please see related question.
I do not want to use paper.
I like to save as an electronic file.
We are running a document management system called FileDirector. The main server app is .NET 4.0 based and is hosted on IIS, and the client app (running on Windows workstations) connects to the FileDirector server via the HTTP protocol. FileDirector's document related and configuration data is all contained in an SQL Server instance running on the same server.

Now, before we fork out loads of money for SQL Server, I want to be sure I understand the licensing requirement. SQL Express is not going to be good enough for the job, as we're exceeding the 10GB ceiling by quite a lot (DB is about 30GB). I'm looking at licensing SQL Standard, but my question is about our obligations re Client Access Licenses. Am I correct in understanding that for every FileDirector client app that connects into the FileDirector Server (which has SQL Server on the back-end) I will need either a User or Machine CAL? So, for examples sake, if we have a total of 17 users of the FileDirector client (about what we have), I'll need to buy a license of SQL Standard, but then 17 User CALs (assuming I'm choosing the User licensing route)?

Or can we license just SQL Standard and a single Machine CAL for the FileDirector Server directly connecting into it (I already very highly doubt this, but just want people to confirm this would not be correctly licensed).

Many thanks in advance :-)
Suddenly PaperPort 14 will not allow the saving of files on the PaperPort desktop using the dragging method. Copy and Paste still works however.
How to create signatures in the free Adobe Acrobat Reader DC software
In a question here at Experts Exchange, a member asked how to create a signature in Adobe Acrobat Reader DC (the free Reader product, not the paid, full Acrobat product). The member requested step-by-step instructions. This 5-minute Experts Exchange video Micro Tutorial provides detailed steps showing how to do it.

1. Open the PDF file and view the Tools

Open the PDF file with Adobe Acrobat Reader DC.

Click either:

the View>Tools>Fill & Sign>Open menu


the sideways triangle on the right side to open the Tools panel.


2. Run the Fill & Sign tool

If you used the first method in Step 1, the Fill & Sign tool will be open.

If you used the second method in Step 1, click the Fill & Sign tool in the Tools panel to open it.

Either way, you'll have this:


3. Click the sign tool, which is the pen tip

Click the tip of the pen, which brings up the Add Signature and Add Initials choices.

Click Add Signature.


4. Select Type or Draw or Image

Click the Type or Draw or Image icon (default is Type).

Enter your signature, depending on the choice you made above.


5. Place your signature

Position the mouse on the page and left-click to place the signature.

Use the sizing handle in the lower right corner, if desired, to size the signature.


6. To edit/change signature, delete it and create new one

There is no way to edit/change the signature, so delete it and create a new one, if needed.

Click the minus sign to delete it, then start over at Step 3.


7. Save the file with the signature

After placing the signature, do a File>Save or Save As to save the file with your signature.

That's it! If you find this video to be helpful, please click the thumbs-up
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Expert Comment

by:Andrew Leniart
Excellent tutorial. Thanks for making this Joe.
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Author Comment

by:Joe Winograd - EE Fellow & MVE
You're welcome, Andrew, and thanks back to you for the compliment and endorsement — both appreciated! Regards, Joe
What to do when PaperPort crashes, hangs, or fails to start
Please read the paragraph below before following the instructions in the video — there are important caveats in the paragraph that I did not mention in the video.

If your PaperPort 12 or PaperPort 14 is failing to start, or crashing, or hanging, it may be because of corrupt metadata (likely) or corrupt data files, such as bad PDFs (much less likely, but possible). This video Micro Tutorial shows how to use a utility called CheckPPFolders that ships with all releases of PaperPort 12 and PaperPort 14. CheckPPFolders is able to remove all PaperPort metadata, as well as identify problem files that may be causing PaperPort to crash, hang, or fail to start. PaperPort will rebuild the metadata, but there are two caveats. First, Folder Color and Folder Notes are in the MaxDesk.ini files, so you will lose those — and there's no easy way to retain the colors and notes. Thus, if you make heavy use of Folder Color and Folder Notes, you may want to uncheck them in the metadata cleaner dialog (see the third checkbox in the last screenshot in Step 2 below), especially since it's unlikely for those metadata files to be the culprit. Second, rebuilding all of the metadata is fast, except for the SearchVerity folders, which are the indexes for All-in-One Search. Rebuilding those can take a very long time, so you may want to try not removing them, at least the first time that you run CheckPPFolders (see the fourth checkbox in the last screenshot in Step 2 below).

1. Find the CheckPPFolders.exe file

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Hello, I have Windows 10 and had Paperport 14 which I managed to make work for several months and then last week it stopped working. I downloaded 14.5 and have followed your instructions but it will not install as it says there is a previous version even though I have uninstalled it. I am in desperate need of this program. I appreciate your help.
Hello, Adobe experts, I am in midst of document mapping and I want to populate one of the text fields with a default value. Is this possible? Please let me know. Thanks in advance.

I'm looking for a viable solution for editing huge text files with a lot of pictures. The demand comes from our Engineer Dept which has to deal with very detailed work instructions and other process related documents. The employees say that Microsoft Word 2013 can not handle (computer gets stuck) such a huge files and they need another solution.

We use Lenovo i3 machines with non-SSD drives and 8GB RAM.

What solution would you suggest?

Hi all,

I've spent the last week googling about open source document management systems to try to work out which one to settle on for a documents business. Users of the system require documentation from clients and the other service providers … I've read a little of Alfresco, nuxeo and and logicaldoc and am trying to work out which one is best to base thing on so any advice  on this appreciated…  a lot of the information I've read on websites is at least a few years old

Ideally I want a good quality open source software I can then develop to my needs. I'm a little wary the open source nature of Alfresco may go the way of SugarCRM given one article I read  but im not sure how much this should influence my decision.   … here is what I'm looking for …

I envisage an ideal system to be something along the lines of … main users could send documentation requests to clients via a browser link by email & text message … message would list documents required. From the browser, clients can upload documents to their custom repository by drag and drop or file selection from their computer. Client’s interaction with system would simply be web based. Documents are all converted to pdf within the process and stored in the system separately but can be presented back to the user as a single multipage pdf. The system should allow easy categorisation of  the documents …
I have a client that has no electronic backup files for hard copies of booklets that require periodic changes. In fact, the problem is we don't know what format the original was created in. Some of these books have been around for years. We have a an old xerox scanner utilizing 'Document and Scan MakeReady' version software. We don't have the CD. It doesn't appear to be available - I assume it's really old. It is running on a Windows 2000 Pro PC. The value of this existing software, is it's ability to allow edits from a received  scan document without changing the original format. At this point - after edits, it can be printed prior to having to save it to a file format , like PDF or DOC. In other words, it allows you to cut/paste changes without altering the original format.

Does anybody have a low cost solution providing the above functionality? Is there an OCR out there that will allow you to make changes prior to committing to a file format.
I have one MCQ's Based type exam word document paper. I have to make Presentation in which each question will carry one slide.

I search different methods to create PPT from Word document. But I need little more help that is there any quickest way that select only questions and format them Heading style 1 and then select only QUestions options like Bullets as Heading 2.

or any other quickest way or macro which can convert my word document to PPT and each question should be on one slide.

Document Management

A Document Management System (DMS) is a system (both hardware and software) used to track, manage and store documents and reduce paper. Most are capable of keeping a record of the various versions created and modified by different users (history tracking). It is often viewed as a component of enterprise content management (ECM) systems and related to digital asset management, document imaging, workflow systems and records management systems.