Document Tracking and Control?

What's a good way of tracking documents and helping them with the process of creation to approval? I think we need one in my workplace and I'm planning to make a proposal for a budget approval. Is there a software for this?

[GordonJ]

Originally Posted by Leanora Buckley

What's a good way of tracking documents and helping them with the process of creation to approval? I think we need one in my workplace and I'm planning to make a proposal for a budget approval. Is there a software for this?

From Wikipdia:
The review process typically follows these steps:

1. Document created by owner/author
2. Sections of the document which need further editing are shared with other authors (co-authors)
3. Edits collated and input into the original document
4. Document shared with other contributors (e.g. subject-matter experts, colleagues, partners, suppliers, and consultants) for review
5. Contributors review the document. Typically this review includes:
   • Identifying typos
   • Identifying syntax & other grammatical errors
   • Altering content
   • Adding or deleting content
6. Reviewed content is returned to the owner/author
7. Owner/author inputs changes and comments to the document as appropriate
8. The review cycle is completed

FROM Docsvault, this is an interactive infographic



http://www.docsvault.com/features/audit-trail-history/


And one good definition:


http://www.aiim.org/What-Is-Document-Imaging#


Hope this helps.


Gordon


PS. At Suarez Corporation Industries, they used envelopes which every time a document changed hands, it had to have a signature on it. These giant envelopes provided a trail of who handled the document.

Originally Posted by Leanora Buckley

What's a good way of tracking documents and helping them with the process of creation to approval? I think we need one in my workplace and I'm planning to make a proposal for a budget approval. Is there a software for this?

Maybe , you are referring to a DMS ( document management system). It is capable of keeping record of the various versions created which includes history tracking. It is also related to a workflow management. I agree with GordonJ that you must follow necessary steps for that.

Thanks for the tips!!
Are document control software the same as document management system? I found this one which looks very promising. I'll check out some of their whitepapers later to get more info.