20091020 - Ryan Duguid Document Management Session at the 2009 SharePoint Conference, originally uploaded by sadalit.
I just came out of the Document Management Deep Dive session presented by Ryan Duguid (shown above). In addition to presenting some compelling numbers regarding how content storage needs relate directly to retention policies, he also demo-ed a tremendous number of improvements and new features for Document Management in SharePoint 2010. I wanted to share a few of the key features here:
Document ID field – This new field, provisioned at the site collection level, assigns an (administrator-customizable) ID to every document, and lets the system find the document no matter where it is.
The ability to select multiple documents in a document library – functions like batch checkout are now possible.
Declare record – Records management is now handled differently, living at the document library level rather than in an archive site. There is a button to declare a record right there in the document library; you no longer need to move it to a separate repository.
Stubs – When you move a document you now have the option to “move and leave a link.”
Managed metadata – This is an important new feature set, like site columns on steroids, which includes auto complete / suggest, nested term sets, and the ability for end user to email a suggestion to add a new term or (depending on the administrator's setting) to a pick list.
Content type templates – these are now available from the Office applications. If you have a content type with a template assigned to it, which you want to be available to end users as they create documents, you can tell Office which library to look in for that template, and it will display it to the end user from the Office application. The template knows where in SharePoint the file needs to be saved, and it will automatically save it to that location. As my colleague, sitting with me in this session, observed, “You can save users from themselves.”
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