an introduction to document and records management in microsoft sharepoint

SharePoint 2013 Online

SharePoint 2013 Online

Q&A

Net@Work

Online on premise

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)

SharePoint

Cloud Office 365

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

Create/Capture

Create documents directly in SharePoint/One Drive for Business

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

View relevant document information

Table editing mode

Edit tags quickly and in bulk

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

Control/Manage

Track who is modifying the document

Manage properties, versions and workflow for Document Set

Individual document properties

Manage multiple documents or different types of content as a unit

Property based

conditions route content

Auto provision folders

based on property value

Submissions matched

to specific content type

Define multi-stage retention policies

Protect/Archive

Manage permissions

Specify retention

schedules for

content types

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

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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

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3

Summary

kconquy@netatwork.com Q&A***SharePoint Online Trial (Office 365):www.netatwork.com/Office365FreeTrial