Document Management and the Info Center Overview

With Document Management, you can store, share, and collaborate on a set of documents. You can link a single document to just one record, or to multiple records in multiple Info Centers.

Document Management ensures that only the appropriate people can access documents. You control which employee roles have access to which document libraries, and what document editing and management tasks each role can perform. Document Management provides the following:

• Web-based access to all documents
• The ability to link documents to specific Info Center records
• The ability to organize documents into sites, libraries, and folders
• The ability to store photos, graphics, and other digital assets
• Check in and check out capabilities, so that multiple users do not attempt to update the same document at the same time
• Document changes that are tracked and assigned different version numbers for auditing and rollback purposes
• Cross-document text searches for various document formats, such as Word, PDF, and Excel
• Security settings to control document access and editing
• The ability to share documents with clients, partners, and suppliers, by creating outward-facing portals

Document Management uses Microsoft Windows SharePoint Services, a collaboration platform. SharePoint is integrated with Windows Server ™to take advantage of the performance, stability, and security features of the Microsoft .NET Framework.