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Document Management Software

I'm looking for a way to store my documents for easy retrieval. I tend to categorize things in terms of the customer I'm dealing or by product lines (companies we buy from). So, I have a credenza lined with binders for customers and a file cabinet filled with the same. I'm looking for an alternative system for 3 reasons:

1) It doesn't seem efficient to store all this stuff in paper form (takes up too much space).
2) It can be hard to find things.
3) I spend at least 1/2 my time out of my office and I'd like to be able to retrieve things wherever I am.

I'm looking at software such as MS OneNote. I have a good scaner that puts everything in .pdf. So I should be able to electronically store things. But I'm not going to do that unless I have a way or organizing it.

Any opinions on that software or any other suggestions?

John

mgdennis's picture

Sliding Scale of Complexity

I read a detailed article about one man's solution using Preforce for document (and everything) management. You can see the details in the OnLamp article.

His tactics could apply to just about any kind of repository software.

I went on a similar quest about a year ago. I was in search of One Tool To Rule Them All. I tried Yojimbo, DevonThink, wikis, iTunes. In the end, I realized that I was falling into the same old productivity tool pr0n trap. These tools, while useful, mostly served to complicate the issue by giving me more ways to categorize the same old documents. I also hesitated to adopt any solution because I knew as soon as I'd made a commitment to an oddball database format, something better would come along and my data would be trapped.

In the end, I ended up using a plain old folder hierarchy. I reasoned that I would always know generally what I was looking for and the folders could serve as enough metadata to let me drill down to the specifics. Now I just scan everything to PDF, drop it in the proper directory, and forget about it.

Of course, this was only for my own personal files – articles I wanted to keep, bank statements, insurance papers, etc. – so the number of documents and document types is rather limited. I also didn't need to access anything remotely. However, it is simple, cheap, and worked on any operating system.

 
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