Unsolved Cloud based Document Management System
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I have a client with 4 people that are on a really old on prem database that they are using as a document management system. They primarily create reports in Word for clients and need to be able to retrieve them by date/who did the report/client, etc. I don't see them doing much in the way of creating workflows or any advanced stuff. The only thing keeping me from just recommending OneDrive (or the like) is that the system needs to generate case numbers that they can put on invoices. (I'm working on that requirement to see if it's really needed, but that's what their current system does, so that's what they are asking for.) Can anyone recommend a cloud based system?
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So the word docs are stored in the database??
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@bigbear yes
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Sharepoint seems like the obvious choice here, not cheap but designed like exactly for this.
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Alfresco would work well, I've never interacted with a hosted / cloud Alfresco, but I assume that it exists.
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@scottalanmiller said in Cloud based Document Management System:
Sharepoint seems like the obvious choice here, not cheap but designed like exactly for this.
To do the case number generation, is that a work flow?
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@mike-davis said in Cloud based Document Management System:
@scottalanmiller said in Cloud based Document Management System:
Sharepoint seems like the obvious choice here, not cheap but designed like exactly for this.
To do the case number generation, is that a work flow?
Yes, that would be the most common approach for that.
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Ive used https://macroview365.com/case-matter-legal-sharepoint-dm/ which connects to SharePoint or there is another product from them for o365 and has plugins for MS office. Takes care of case number, files by date, user etc. Might be useful!
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@scottalanmiller said in Cloud based Document Management System:
Alfresco would work well, I've never interacted with a hosted / cloud Alfresco, but I assume that it exists.
It does. They used to have a 10 GB free version but sadly stopped new sign ups for it.
I’ve never paid for it but I’m assuming it’s like the one I have for free.
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Any honest document management system in the cloud is big bucks. The law firm that I worked at for 7 years, and I just left last October was looking into this. It was going to cost $80,000 for them to move over to a really nice cloud system. Then about $20,000 yearly fees. Talking about 13 million documents and about 1.5 TB of current data. I believe it was called NetDocuments.
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@penguinwrangler said in Cloud based Document Management System:
I believe it was called NetDocuments.
NetDocs and LaserFiche came up in another forum. I have to try to find a SharePoint developer to see how they compare.
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For small clients, go with Wordpress + plugins or the alternatives of WP.
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@penguinwrangler said in Cloud based Document Management System:
I believe it was called NetDocuments.
I reached out to them today and they are quite reasonable in price in my opinion. They have plugins for Word and Outlook that are intuitive and they have consultants that will take care of the customization for you. That's my issue with SharePoint is that I would have to find a SharePoint consultant.
