Document Management Inquiry

  • cyrilmarti

    (@cyrilmarti)


    3 years ago

    Hi all,
    I’m trying to define a set-up for my company that is able to perform both content management and document management.

    On the content management side WordPress is doing rigth the whole requirements, but I’m still not able to find the right plug-ins for the document management.

    Our requirements for the document management tool are

    • Direct integration with office tools (MSOffice but also LibreOffice would be appreciable).
    • An integration (like a cloud) with windows would be a nice to have (but not mandatory)
    • A versionning (with Major/Minor/Patch numbering) keeping all versions accessible
    • Customizable validation process
      • what role or person have to validate a document before its publication – with deputee possibility
      • send the request by mail
    • Digital signature for the validation with regular reminders or default validation after a given time

    If no plug-in or set of plug-ins could satify those requirements, there are maybe other solutions that you have already tried

    Thank you for your help

Viewing 1 replies (of 1 total)
  • christopher.amirian

    (@christopheramirian)

    3 years ago

    Hi there,

    When it comes to document management within WordPress, there are a few options you can explore. While no single plugin may meet all of your requirements out-of-the-box, you can combine multiple plugins to achieve the functionality you need. Here are some suggestions:

    1. Document Management Plugins:
      • WP Document Revisions: This plugin provides basic document management features like version control, document collaboration, and file organization.
      • SeedDMS: It’s an open-source document management system that can be integrated with WordPress. It offers advanced features like version control, access control, and workflow management.
      • Document Manager: This plugin allows you to organize and display documents in a hierarchical structure. It includes features such as version control and document preview.
    2. Integration with Office Tools:
      • CollabPress: This project management plugin has integration with Google Docs, allowing you to collaborate on documents online. While it doesn’t directly integrate with MS Office or LibreOffice, it provides an alternative collaborative solution.
    3. Windows Integration:
      • WordPress itself doesn’t provide direct integration with Windows. However, you can consider using cloud storage services like Dropbox, OneDrive, or Google Drive to store and manage your documents. These services have desktop applications that integrate with the Windows file system, providing seamless access to your documents.
    4. Customizable Validation Process:
      • For customizable validation processes, you may need to develop custom functionality or seek the assistance of a developer. Plugins like Gravity Forms or Formidable Forms can be used to create custom forms for document validation. You can integrate email notifications and workflows to handle the validation process.
    5. Digital Signatures:
      • Digital signature functionality may require a separate solution integrated with your document management system. Services like DocuSign or Adobe Sign can be used to add digital signature capabilities to your workflow.

    Remember, it may be necessary to evaluate and test different combinations of plugins to meet all of your specific requirements. Additionally, consulting with a developer or development team could help you create a custom solution tailored to your company’s needs.

    Please note that the availability and compatibility of plugins may vary, so it’s essential to check their documentation and reviews to ensure they meet your requirements and are compatible with your WordPress setup.

    Best regards,

    Christopher Amirian

Viewing 1 replies (of 1 total)

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