Document Management Software

[smo]

I'm after some simple document management software to help me make my business paperless.

Essentially any incoming mail, correspondence, bills etc. is going to be scanned to PDF format, from there i want to load it into a management system and tag it with relevant keywords so i can find it again.

That's it. I don't want multi person collaboration or fancy controls for keeping people out. I don't need anything other than the above. Its not for active working files its purely for saving cabinets full of letters/bills and rubbish which can be digitised for future reference.

So....any suggestions?

 

[Kixo]

i don't use it but everyone raves about https://evernote.com/ you could also use onedrive.com and google docs but i think evernote is best for tagging, i think you can scan directly to it and lots of clever things like that

 

[smo]

I'm not seeing that evernote does what I want from the website?

 

[Adam.Vause]

Try PDF Cubed http://www.pdfcubed.com/ you get 100GB for £10.00 a month. it makes all your documents searchable too. We use it for some of our customers its really good

 

[smo]

Again its not really what I'm after. I don't want a Google docs or dropbox type solution where i can do the organising in folders and then search it, windows does that!

I want a true document management system, a database of the documents which are tagged and it searches tags not document content. I don't want to have to create a file structure as if i do that i might as well just use windows explorer!

 

[Kixo]

Evernote and tags....

 

[RedEvo]

Try these.
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[PuddlePayroll]

Try Therefore document management solution

 

[Chris Routledge]

Have a look at OfficeNet http://www.officenetsystems.co.uk/

They could provide you with a hosted or in-house setup.

Ask for Mike and let him know I suggested you asked for him.

 

[Squantrill]

I use a Doxie go scanner, I have two applications on the Mac hazel and text expander. When I scan in a document I automatically ocr the text, I have hazel rules that scans the docs and moves the documents to correct folders. If it's a doc via email I have text expander snippets to rename files manually. It's easy enough and I'm sure the same can be done on windows. Leaves all docs local, and no in compatibility issues later on in a few years time


Sent from my iPad using Tapatalk HD

 

[ExplorerBDM]

If you haven't found anything yet and would consider having a really simple system created for you, then the platform my company work for might work for you.

Feel free to give us a call on 01132 899 470 and say you want to speak to someone regarding 'APEX'.

Regards,

ExplorerBDM

 

[frozentiger]

I'm not sure on the cost nowadays but Document Locator from ColumbiaSoft is a pretty decent solution.

 

[gregs2769]

I know exactly what you need, just something really simple, scan, tag, store! We develop pretty much any solution so feel free to PM if you would like to discuss.

 

[soundengineeruk]

There are so many DMS (Document Management Systems) that offer something better than the last..

However, SharePoint on-line you could consider.. It is about £5 per month hosted by Microsoft that allows to set up document libraries with additional columns (Metadata) to store documents with tags (managed metadata)...

Search is included and automatically done, so you can search for your documents or filter on different criteria.