Document Management Module setup recommendations

Yahoo Archive
1
For Epicor 9. It depends on how you plan to attach the documents. If
you want your users to drop the documents into the tree, it
automatically names the top most folder from the default in Company
maintenance, the next level is the company code, the next level folder
is named with the name of the table. If you are going to have users
open an attachment tab, then the name of the folder comes from what you
enter in Document Type Maintenance for each document type.

We set it up so tranactional documents such as copies of original sales
orders, receiving packing slips, AP invoices are dragged and droped into
the tree. We will rename the top level folder each year.
Non-transactional attachments to tables like Part are setup in Document
Type Maintenance.
Dan Sirow
Independent Components Corp.

--- In vantage@yahoogroups.com, "karen_schoenung" <kschoenung@...>
wrote:
>
> Hi,
>
> We're looking for advice with setting up the Document Management
module. Having an exclusive server dedicated to storing all documents,
we would like to know what file structure would be recommended for a
multi-company installation to support both the document type and
document association maintenance features. For instance, is it best to
set the top level folders for each company, or best to set the top
folders by Document Type? Any recommendations would be greatly
appreciated!
>
> Posted on behalf of Joe Dietrich at Fisher Barton
>
2
Hi,

We're looking for advice with setting up the Document Management module. Having an exclusive server dedicated to storing all documents, we would like to know what file structure would be recommended for a multi-company installation to support both the document type and document association maintenance features. For instance, is it best to set the top level folders for each company, or best to set the top folders by Document Type? Any recommendations would be greatly appreciated!

Posted on behalf of Joe Dietrich at Fisher Barton
3
We are in this process now and have opted to organize with what we are calling part "silos" beneath customer "farms". We have a template part silo with standard sub-folders for various topics under the part level so that whenever a part is created we copy in the folders and have a place defined for everything.

We opted for this structure mostly to future enable search & relevancy tools such as Google Desktop. With likely search keywords in the folder naming string it makes it more likely to get more accurate search results.

-Todd C.


________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of karen_schoenung
Sent: Wednesday, May 06, 2009 2:59 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Document Management Module setup recommendations




Hi,

We're looking for advice with setting up the Document Management module. Having an exclusive server dedicated to storing all documents, we would like to know what file structure would be recommended for a multi-company installation to support both the document type and document association maintenance features. For instance, is it best to set the top level folders for each company, or best to set the top folders by Document Type? Any recommendations would be greatly appreciated!

Posted on behalf of Joe Dietrich at Fisher Barton





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