Want to protect your cyber security and still get fast solutions? Ask a secure question today.Go Premium

x

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.

Share tech news, updates, or what's on your mind.

Sign up to Post

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?
0
Receive 1:1 tech help
LVL 11
Receive 1:1 tech help

Solve your biggest tech problems alongside global tech experts with 1:1 help.

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!
0
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?
0
I have tried to follow this MS article, but ...
- https://technet.microsoft.com/en-us/library/mt589761%28v=exchg.150%29.aspx

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 portal.office.com
2) Setup Domain 'cfts.co'
- Added a .txt verification record to our zone file on our NS Servers.
-- made cfts.co 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 …
0
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.
0
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 :-)
0
Suddenly PaperPort 14 will not allow the saving of files on the PaperPort desktop using the dragging method. Copy and Paste still works however.
0
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

or:

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

Step1

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:

Step2

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.

Step3

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.

Step4

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.

Step5

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.

Step6

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.

Sterp7
That's it! If you find this video to be helpful, please click the thumbs-up
2
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

1
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.
0
[Webinar On Demand] Database Backup and Recovery
LVL 11
[Webinar On Demand] Database Backup and Recovery

Does your company store data on premises, off site, in the cloud, or a combination of these? If you answered “yes”, you need a data backup recovery plan that fits each and every platform. Watch now as as Percona teaches us how to build agile data backup recovery plan.

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.
0
Hello,

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?

Thanks,
0
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 https://medium.com/mathias-conradt/dumping-alfresco-for-nuxeo-as-my-preferred-document-management-system-2116cf421d36  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 …
0
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 3.0.0.16 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.
0
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.
0
Dear  Friends,

I need small favour, attached doc for your assistance.

I want to replace  
1* --with  --Environment Type(with Underline ), remove extra Check Boxed after options appearing
2* - with -  Prepare new server / New Installation / Patch Installation /Other,remove extra Check Boxed after options appearing

I failed to do the same..
Would need your help ....
Kindly do the same
Service-Request-Form.doc
0
i have created one table(rows & cols) with details.

I want to merge  few cells in columns for example ( B3 & B4 ),   The merge center option not getting enabled within table.


However, when I select cells outside of table, I can see merge center option got enabled.

please advise.
0
To have a process in place to provide safe service delivery during planned and unplanned computer systems downtime.  staff is educated on the downtime policy  in the following IT verticals .

This program is fundamentally designed to ensure continuity of customer services by implementing standard processes and procedures. It is addressed the following areas.
Management of user accounts of the  systems users
Management of systems and networks
Telecommunication services of the company

how we can do this
0
Hello, whenever I scan a large document using Paperport it has a small window that says "Nuance WIA" and it doesn't allow me to use other programs without jumping to the top. Very irritating when trying to process a word document. I have looked through many settings and can't seem to find a way to remove it. Any ideas? Thank you in advance.
0
Free Tool: Port Scanner
LVL 11
Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Hello, I am wondering if anyone has had any luck converting PDF documents to clean HTML. By clean HTML I mean HTML that is easily readable by programmers and would pass  (or come close to passing) a W3C validation. Also it would be nice if the document was already mobile-friendly and styled/formatted the same way as the original document.

I have tried multiple products likes JPDF2HTML, Zamzar, and ABle2Extract to convert PDF to HTML but they all do not produce 'clean' HTML.

Does anyone know of software that can do this?

 I also have .docx formats of the same files, so if there is software that can do this for docx, than that may work as well.
0
After installing Paperport 14.5 I noticed that the Paperport Printer was not showing in PRINTERS.

Please advise how to install Paperport Printer with Windows 10
0
Can anyone recommend a good document management solution for a firm of about 30 users?
0
I've created a very basic fillable pdf form out of an excel sheet.  I am having trouble with two different columns of fields. Other columns of fields with the exact same properties do not have these problems.  Here is the problem:

When I test the form, in either Adobe Acrobat 9 Pro or Adobe Reader, I try to delete numbers from the fields after I enter them (to see if ctrl+z can be used to backup a step). I can delete information from some of the fields this way, but others will not delete. If I try to delete using Edit-->Undo, it lets me click edit/undo, but the information is still in the field.  When I go back to the field and click on it, the data disappears. When I click somewhere else in the form, that same data reappears.  I've searched online and the only similar problem seems to be data that is not shown in a field until clicked. Mine is sort of opposite. "Deleted" data shows in a field until you click it.

Thanks for your help.
0
I am the only one with Admin rights to BitBucket and want to be sure, for the moment, only I can merge a Pull Request.

Please explain how to configure this...

Thanks
0
I just need to be alerted (via email) when a Pull Request is created.

How?

Thanks
0

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.

Top Experts In
Document Management
<
Monthly
>