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Document Management (for SharePoint 2003 Only)

 
Go Hands-On SharePoint 2003 (v2)
 

The Document Management solution provides a structured method for working on and publishing documents.  Key features of the solution include:

  • Each document has one person with responsibility for that document, the “Primary Editor.”  Many people may collaborate on it, but identifying one responsible person means it is clear who to notify when changes are needed or questions arise about a document.

  • Security is needed to publish a document, and that security is independent of the working area.  Security to read and edit working documents can be limited.

  • Version history is kept in the working document site, so that version history is not visible when looking at the published documents.  The audience can only see the latest published version, and does not have access to outdated information.

Documents go through a review step with one or two reviewers as designated for each document. However, to ensure real-world flexibility, review is not required.  The security of the separate “Publisher” role means that a trained person consistently executes the publish process and has the final chance to approve documents before they are made available to a wide audience.

This solution can be used when you want to create and maintain:

  • Documents for a large audience

  • Documents that need to be reviewed

  • Documents that need to be available as a final published version, and still have the ability to work on new changes in a separate, private version (e.g., training manuals, corporate policies, documents posted on a web site).


 
Updated: January 30, 2007

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