Document Control with SharePoint
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- čas přidán 26. 08. 2024
- Welcome to our comprehensive webinar mastering document control with SharePoint.
Enquiry: www.Valto.co.uk/CZcams
Replay where we dive deep into the world of document control challenges and demonstrate how SharePoint can revolutionize your document management processes.
Whether you're dealing with version control headaches, struggling with an efficient review cycle, or seeking a more streamlined approval process, this webinar is packed with insights and practical solutions tailored for you.
Agenda:
Introduction to Document Control Challenges:
Overview of common pain points in document control.
Importance of an effective document management system.
Brief introduction to SharePoint and its capabilities.
Tracking Version Numbers:
The problem with traditional version tracking.
How SharePoint ensures a document control with the latest document versions are easily accessible.
Reducing auditing time with precise version control.
Live demo: Version history and retrieval in SharePoint.
Streamlining the Review Cycle:
Challenges in keeping documents up-to-date.
SharePoint's solution for an efficient review cycle within a document control
.
Ensuring documents are never outdated.
Live demo: Automated review reminders and workflows in SharePoint.
Optimizing the Approval Process:
Issues with manual and fragmented approval processes.
SharePoint’s streamlined approval workflows.
Ensuring documents are approved by the relevant stakeholders.
Live demo: Setting up and managing approval workflows in SharePoint.
Centralized Document Management:
The problem with scattered documents.
Benefits of having a centralized repository for all important documents and policies.
Remote access to documents on any device with SharePoint as part of a document control.
How SharePoint read receipts ensure compliance.
Knowing who has read and confirmed specific policies. Be able to filter by department, team or employee to discover if they have read key controlled documents.
Live demo: Implementing read receipts and tracking confirmations in SharePoint.
Live Demonstration:
A comprehensive live demo of how SharePoint addresses these challenges to build a reliable document control.
Real-time examples and practical applications.
Tips and best practices for maximizing SharePoint’s capabilities.
Q&A Session:
Engaging with our experts to address any concerns.
Answering your specific questions about document control and SharePoint.
Personalized advice and solutions for your document management needs.
Why SharePoint?
Our product is designed to assist organizations in managing their policies and procedures, particularly those adhering to standards like ISO 9001 or ISO 27001. SharePoint offers a controlled documents system that excels in:
Version Control: Keeping a precise and accessible history of document versions.
Review and Approval Process: Streamlining the workflow to ensure timely reviews and approvals.
Read Receipts: Tracking who has read and confirmed specific documents, ensuring compliance and accountability.
Full Audit History: Providing a comprehensive audit trail that saves time and money during audits.
Centralized Access: Ensuring all documents are stored in one place, easily accessible from any device, anywhere.
Key Benefits:
Efficiency: Save time with automated workflows and centralized document management.
Compliance: Ensure adherence to regulatory standards with thorough tracking and audit capabilities.
Accessibility: Access important documents remotely, enhancing productivity and collaboration.
Cost Savings: Reduce auditing time and costs with an organized and easily navigable document system.
Who Should Watch This Webinar?
Quality Managers seeking to improve document control processes.
Compliance Officers looking to streamline policy management.
IT Professionals interested in leveraging SharePoint for document management.
Auditors and Consultants working with ISO standards.
Business Leaders aiming to enhance operational efficiency and compliance.
Stay Connected:
Website: www.Valto.co.uk/CZcams
LinkedIn: / valto-ltd
Contact Us: For more information or to schedule a personalized demo, please go to our web page www.Valto.co.uk/CZcams
Do you use Power Automate to update the Review & Approval Dates? With your solution, it appears it is able to update the expiration & approval date columns after documents are approved without retriggering the approval request.
Hey, that is correct. We use only Power Automate for the workflows that are in this solution. If you are interested in purchasing the system you can contact via www.Valto.co.uk/CZcams