an introduction to document and records management in microsoft sharepoint

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Page 1: An Introduction to Document and Records Management in Microsoft SharePoint
Page 2: An Introduction to Document and Records Management in Microsoft SharePoint
Page 3: An Introduction to Document and Records Management in Microsoft SharePoint
Page 4: An Introduction to Document and Records Management in Microsoft SharePoint

SharePoint 2013 Online

SharePoint 2013 Online

Q&A

Net@Work

Online on premise

Page 5: An Introduction to Document and Records Management in Microsoft SharePoint

ERP/Accounting

Implementations(Sage ERP X3, Sage 500,

Sage 300, Sage 100,

Sage PFW, Sage Pro)

CRM Implementations

(Sage CRM, SalesLogix, Act!)

HRMS/Employer Implementations

(Sage HRMS)

Web Development & eCommerce

(Magento, Joomla)

Mobile Application

Development(Windows 8.1, Android, iOS)

ECMImplementations

(Microsoft SharePoint, Office 365, FileBound, Altec doc-link,

Gradient Gscan, PSIGEN PSI:Capture)

Business Intelligence, Analytics & Reporting

IT Infrastructure & Managed

Services(Office 365,

Virtualization, Windows/Server)

Page 6: An Introduction to Document and Records Management in Microsoft SharePoint

SharePoint

Cloud Office 365

Page 7: An Introduction to Document and Records Management in Microsoft SharePoint

SharePoint

Page 8: An Introduction to Document and Records Management in Microsoft SharePoint

Create/Capture Control/Manage Protect/Archive

Create and organize

documents easily with

the help of collaboration

and simple user interface

Manage document policy,

information architecture

and taxonomy

Reduce risk and manage

compliance with centralized

eDiscovery tools

Page 9: An Introduction to Document and Records Management in Microsoft SharePoint

Create/Capture

Page 10: An Introduction to Document and Records Management in Microsoft SharePoint
Page 11: An Introduction to Document and Records Management in Microsoft SharePoint
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Create documents directly in SharePoint/One Drive for Business

Drag and drop documents directly into SharePoint or OneDrive for Business libraries

Page 13: An Introduction to Document and Records Management in Microsoft SharePoint

View relevant document information

Page 14: An Introduction to Document and Records Management in Microsoft SharePoint

Table editing mode

Edit tags quickly and in bulk

Page 15: An Introduction to Document and Records Management in Microsoft SharePoint

Collaborate on team projects with Site Mailboxes

Documents will automatically sync with Outlook client

Common project inbox for use during project lifecycle

Documents sync with SharePoint project site

Page 16: An Introduction to Document and Records Management in Microsoft SharePoint

Control/Manage

Page 17: An Introduction to Document and Records Management in Microsoft SharePoint
Page 18: An Introduction to Document and Records Management in Microsoft SharePoint

Track who is modifying the document

Page 19: An Introduction to Document and Records Management in Microsoft SharePoint

Manage properties, versions and workflow for Document Set

Individual document properties

Manage multiple documents or different types of content as a unit

Page 20: An Introduction to Document and Records Management in Microsoft SharePoint

Property based

conditions route content

Auto provision folders

based on property value

Submissions matched

to specific content type

Page 21: An Introduction to Document and Records Management in Microsoft SharePoint

Define multi-stage retention policies

Page 22: An Introduction to Document and Records Management in Microsoft SharePoint
Page 23: An Introduction to Document and Records Management in Microsoft SharePoint
Page 24: An Introduction to Document and Records Management in Microsoft SharePoint

Protect/Archive

Page 25: An Introduction to Document and Records Management in Microsoft SharePoint

Manage permissions

Page 26: An Introduction to Document and Records Management in Microsoft SharePoint
Page 27: An Introduction to Document and Records Management in Microsoft SharePoint

Specify retention

schedules for

content types

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Page 30: An Introduction to Document and Records Management in Microsoft SharePoint

SharePoint 2013 Features

Apps

Collaboration

Search

Content Management

Business Intelligence

Business Solutions

App Catalog & Marketplace

Work Management

External sharing

e-Discovery, ACM, Compliance

PowerView

SharePoint 2013 Workflow

● ● ●

Page 31: An Introduction to Document and Records Management in Microsoft SharePoint

1ECM has evolved, where document

creation and organization is

intuitive and simple through

discovery and collaboration

Ensure compliance is achieved

through document policy,

information architecture and

taxonomy

Centralized eDiscovery across the

Office platform helps protect

organizations by improving

compliance without affecting user

productivity

2

3

Summary

Page 32: An Introduction to Document and Records Management in Microsoft SharePoint

[email protected] Q&A***SharePoint Online Trial (Office 365):www.netatwork.com/Office365FreeTrial