Forum Discussion
Olaf Huber
Dec 16, 2024Copper Contributor
Solution for a document workflow with versioning, status, owner and resubmission date
Hello Community
We are currently looking for a solution to capture our internal knowledge in a kind of knowledge base. We already evaluted several tool for things like that, but all seem too sophisticated for our basic needs.
So I start this discussion here at the top node, please feel free to move it, if there is a place where it fits better.
We are looking for a system, that can handle the standard office 365 document file types
word, excel, powerpoint, Visio and pdf.
We would like to implement following functions, which we believe should not be difficult to implement, but currently we lack the knowledge of how to do.
- Automatic, unique number generator for each new knowledge document
- several document templates to ensure uniform and easy to navigate/read document structure
- interlink documents if they reference each other in content
- status like "in work", "revised", "released", incl. versioning workflow
- Assign a user how is in charge in careing for the content of the document in terms of actuality, correctness, etc.
- date reminder for periodically review the document after releasing (e.g. yearly)
- allow search in document title and content
I think, a lot of the functions is already implemented in the standard functionality of sharepoint.
But maybe there are easy add-on tools with which we can implement those functions "as a prototype" without having much knowledge about deep-dive .net coding.
Looking forward to any interesting hints and answers