Document Management Tools

Document File Formats

There a variety of file formats, and it is often useful to standardise on files formats, and applications at the start of a project.

  • Microsoft Office – Word, Excel, Powerpoint
  • Adobe PDF
  • Microsoft Project
  • Images (png, jpg, gif, bmp)

Storage

Document storage should be clear where it is, who manages it, and can approve access to the documents. Example tools include

 

Approval

There are a variety of tools for aproving a document, some acceptable in a legal capacity.

 

Transfer

There are often limitations to the size and types of files that can be sent over email as attachments, and including links to document systems may allow fine grained access control and auditing.