SharePoint Server can be used successfully in a documents records management application. SharePoint Server 2013 has been built with new features specifically designed for this purpose (I am thinking about the new eDiscovery features likely to appeal to law professionals). But comparable performance can also be achieved with SharePoint 2010.
We offer at least two different sets of video training content on the topic. John Holliday, an acknowledged industry expert on the topic of Records Management has authored a set of video tutorials, which we offer on our website, titled SharePoint 2013: Records Management.
Chris McNulty, Chief Technical Officer of Dell’s SharePoint division, has also contributed at leas one video tutorial specifically on this topic, titled Document Routing and Retention. This video tutorial is included in Chris’ video training set, “Managed Metadata and Content Management”.
Back in 2012 we published a similar set of video training for SharePoint Server 2010, this one authored by Mick Doane (a subject matter expert on Taxonomy and Metadata tagging). Mike’s tutorial set, SharePoint 2010: Taxonomy Management.
So SharePoint users implementing the product within the context of a business subject to government regulation, which must support a compliance effort for periodic reporting to regulators, can choose from a range of options as they consider what will work best for their organization.
The common thread running through each of these methods is the Term Store feature of SharePoint. Successfully implementing this feature via a metadata tagging policy, which makes use of a pertinent collection of Term Sets (effectively a Taxonomy) capable of providing an accurate framework for a specific organization, is critically important.
Fortunately for our subscribers, as I have noted in this post, we offer a lot of content on this topic. This training content is also available for individuals, and organizations, to purchase for local use, who may not want to avail of one of our subscription offers. If your organization could benefit from a wider understanding of what we offer in this area, please contact us for more information.
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