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Document Management - SharePoint - MOSS

  Asked By: Heena    Date: Nov 02    Category: MOSS    Views: 778

I'm compiling an ECM Business Strategy and would like some input. I'm
focusing on Compliance, Retention, Nomenclature, Metadata, etc.

A large part of our ECM Solution is SharePoint with some third-party
tools. I would like to enforce templates so that we can set some
standards for documents that are used often. We can then apply
workflow, retention schedules, etc.

I think the best way to do that would be to have 1 content type
assigned to many documents. Does anyone any experience with this and
possibly have a tried and true approach to apply best practices? I'm
working with various departments to compile a document listing as well
as the wokflow for each document.



1 Answer Found

Answer #1    Answered By: Latrice Henson     Answered On: Nov 02

If when you say templates, you are referring to document  templates, then
I would suggest that you think about creating a content  type for each of
your templates. You can assign a default template to a content type as
well as a workflow process. This way, when someone creates a document of
content type A, they will start with template A and then kick off
workflow A when the document is submitted.

Also, if many of these documents  are similar in the metadata  you wish to
collect about them, the you could start with a single parent content
type that defines the columns of metadata you wish to collect and create
children types, based off of this, that have the respective document
template and workflow assigned.

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