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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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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
Free Tool: Site Down Detector
LVL 10
Free Tool: Site Down Detector

Helpful to verify reports of your own downtime, or to double check a downed website you are trying to access.

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.

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, 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
How to Use the Help Bell
LVL 10
How to Use the Help Bell

Need to boost the visibility of your question for solutions? Use the Experts Exchange Help Bell to confirm priority levels and contact subject-matter experts for question attention.  Check out this how-to article for more information.

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
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
How to password-protect a PDF with free software
This video Micro Tutorial shows how to password-protect PDF files with free software. Many software products can do this, such as Adobe Acrobat (but not Adobe Reader), Nuance PaperPort, and Nuance Power PDF, but they are not free products. This video explains how to do it with excellent, free software called PDF-XChange Editor from Tracker Software Products.

1. Download PDF-XChange Editor


Visit the PDF-XChange Editor section of the Tracker Software Products website:

http://www.tracker-software.com/product/pdf-xchange-editor

Click the white-on-green Download button for either product. It doesn't matter if you download PDF-XChange Editor or PDF-XChange Editor Plus, since you'll be selecting the Free Version when you install.

Step1

2. Run downloaded installer


Run the downloaded installer and select Free Version (unless, of course, you want more features and decide to purchase the Pro or Plus Version).

Step2

3. Open a non-secured PDF file in PDF-XChange Editor


Run PDF-XChange Editor and open a PDF file that does not currently have password protection on it.

Step3

4. Open Security section of Document Properties


Click File menu.

Click Document Properties.

Click Security category.

Step4

5. Open Password Security Settings dialog


Click Security Method drop-down.

Click Password Security.

Step5

6. Fill in Password Security Settings dialog


In Options section, select Compatibility from the drop-down and what you want encrypted via the radio buttons.

In Document Passwords section, enter password to open PDF and password to change permission settings.

In Permissions section, set Printing Allowed and Changing Allowed choices via the drop-downs; enable/disable content copying and
2
 
LVL 4

Expert Comment

by:Stephen Kairys
OK, maybe there's a bug in the software. After I click YES to confirm, the program, on its own, reprompts for the password.
password problem
Thanks,.
0
 
LVL 56

Author Comment

by:Joe Winograd, EE MVE 2015&2016
Ah, now I see! Here's what's happening. There are two types of passwords for PDFs — Owner Password and User Password. The User Password is what's needed to open the file. The Owner Password is what's needed to set permissions/restrictions (and it may also be used to open the file). Your PDF file has an Owner Password on it — do you know what it is? If you open the file with the User Password, you will get the prompt that you posted for the Owner Password when trying to change security (or when changing any permissions/restrictions). If you open the file with the Owner Password, you will not get a prompt for the Owner Password when trying to change security (or when changing any permissions/restrictions). Note that you have a choice when opening the file of entering either the User Password or the Owner Password:

enter user or owner password
Regards, Joe
0
how do I upgrade from from pp 12.1 to 14.5
0
Ask an Anonymous Question!
LVL 10
Ask an Anonymous Question!

Don't feel intimidated by what you don't know. Ask your question anonymously. It's easy! Learn more and upgrade.

Hi All,

i am interested toward to learn Documentum. so someone please help me the process (step by step ) to learn and work on Documentum.

Please advice!!!

Thanks,
Akira
0
When printing PDFs via the 'quickprint' option in Outlook they fail, with an error message stating the file could not be found in: (the Outlook secure temp folder). While opening files manually in Outlook I see the files populate in the temp folder, and close properly when the attachment is closed. Additionally, when working properly, I can see the temp file populating in the temp folder on quickprint as well.

However, while the problem occurs, watching the folder when performing 'quickprint' the files are not created and the error is thrown stating the file is not found.

Any thoughts?
0
Greetings,

I need to come up with a few documents at work, and I was wondering if any had template to follow They would be:

- Workstation technical build document comprising VMWare and will be based on the SANS SIFT workstation
- Information Security Incident Response Plan
- Information Security Specific use Response runbook (ie Malware exposure)

Any help would be greatly appreciated!

:)
0
Hello , I would appreciate any help regarding the following question:
I have many registers for incoming correspondences (about 8 registers in different location on my PC and server).
all these files have same table structure & design from column A to column K, and start from column L the information changed upon type of register.
The attached 3 files are sample for incoming letters, MOM and transmittal.
I wish to pull out the data from these registers, Only which match word “open “ in column K.
The other excel file “Pending Correspondence” is the consolidation file for the “open” data as following:
1.      In the sheet named “input”: all variable data, I will update manually all information in the column A, B and column C as mentioned in the log.
2.       regarding sheet named “Overall Pending” :
a.      In the column A, I need to have name of the file that the data was imported from.
b.      In need to have all imported data from other registers to be paste in column B up to column L.

I have made manual sample for result that I am expecting automatically and hope it will give you better idea for what I need.

Thanks in advance for your efforts.
Incoming-Letters-Sample.xlsx
Incoming-MOM-Sample.xlsx
Incoming-Transmittals-Sample.xlsx
Pending-Correspondence.xlsx
0
Dear SharePoint experts

I have a file share with over 200 knowledge documents which I manage as a library with folders, sub folders etc.
I would like to transfer this repository to SharePoint 2013 to gain accessibility from anywhere and exposure to our knowledge bank

Since I'm new in SP - How do I design (look & feel), create the UX/UI  and the search options and eventually create a DMS in SharePoint 2013 which I can share with the organization and will give me the added value?

I there a tutorial, book, any kind of training that can instruct me how to manage SP and create this kind of DMS?
0
Hi Experts

I have a repository (file share) filled with documents and I am looking for a document management that will enable searching, cataloging & previewing  of documents. I I need a tool I can direct to my repository and will provide me the user experience & interface - preferably web based but not mandatory - Free or payed tool

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.