How do I catalog hundreds of documents for searching and reporting? [closed]
I handle document control for my mechanical engineering company and need a better method to keep track of submitted drawings & business documents.
Right now I just use an Excel sheet with about 20 columns and recording each individual file's associated project, vendor, customer, drawing title (different than file name sometimes), revision, etc. This has become very monotonous when I submit up to 50 drawings at one time - I have already hand-typed about 1000 lines on my spreadsheet in the last 6 months.
All of that work, and I still do not have built-in file hyperlinks or report-generation which are huge problems now. Not to mention Excel's search capability is comparable to manually scanning a column for the string I'm looking for.
I have toyed with a few open-source doc control options, file cataloging, MS Access w/ forms & reporting... Everything takes more time to learn than just typing the data manually, and Excel seems a better option to copy/paste fields than something like editing a file's metadata for each PDF individually.
Any way out of this mess?
file-management document-management cataloging
edited Jan 28 at 23:43
fixer1234
19k144982
asked May 13 '11 at 16:23
NoCatharsisNoCatharsis
1,522103656
closed as too broad by fixer1234, music2myear, bertieb, DrMoishe Pippik, Rajesh S Feb 2 at 9:42
Please edit the question to limit it to a specific problem with enough detail to identify an adequate answer. Avoid asking multiple distinct questions at once. See the How to Ask page for help clarifying this question. If this question can be reworded to fit the rules in the help center, please edit the question.
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I handle document control for my mechanical engineering company and need a better method to keep track of submitted drawings & business documents.
Right now I just use an Excel sheet with about 20 columns and recording each individual file's associated project, vendor, customer, drawing title (different than file name sometimes), revision, etc. This has become very monotonous when I submit up to 50 drawings at one time - I have already hand-typed about 1000 lines on my spreadsheet in the last 6 months.
All of that work, and I still do not have built-in file hyperlinks or report-generation which are huge problems now. Not to mention Excel's search capability is comparable to manually scanning a column for the string I'm looking for.
I have toyed with a few open-source doc control options, file cataloging, MS Access w/ forms & reporting... Everything takes more time to learn than just typing the data manually, and Excel seems a better option to copy/paste fields than something like editing a file's metadata for each PDF individually.
Any way out of this mess?
file-management document-management cataloging
edited Jan 28 at 23:43
fixer1234
19k144982
asked May 13 '11 at 16:23
NoCatharsisNoCatharsis
1,522103656
closed as too broad by fixer1234, music2myear, bertieb, DrMoishe Pippik, Rajesh S Feb 2 at 9:42
Please edit the question to limit it to a specific problem with enough detail to identify an adequate answer. Avoid asking multiple distinct questions at once. See the How to Ask page for help clarifying this question. If this question can be reworded to fit the rules in the help center, please edit the question.
add a comment |
I handle document control for my mechanical engineering company and need a better method to keep track of submitted drawings & business documents.
Right now I just use an Excel sheet with about 20 columns and recording each individual file's associated project, vendor, customer, drawing title (different than file name sometimes), revision, etc. This has become very monotonous when I submit up to 50 drawings at one time - I have already hand-typed about 1000 lines on my spreadsheet in the last 6 months.
All of that work, and I still do not have built-in file hyperlinks or report-generation which are huge problems now. Not to mention Excel's search capability is comparable to manually scanning a column for the string I'm looking for.
I have toyed with a few open-source doc control options, file cataloging, MS Access w/ forms & reporting... Everything takes more time to learn than just typing the data manually, and Excel seems a better option to copy/paste fields than something like editing a file's metadata for each PDF individually.
Any way out of this mess?
file-management document-management cataloging
edited Jan 28 at 23:43
fixer1234
19k144982
asked May 13 '11 at 16:23
NoCatharsisNoCatharsis
1,522103656
I handle document control for my mechanical engineering company and need a better method to keep track of submitted drawings & business documents.
Right now I just use an Excel sheet with about 20 columns and recording each individual file's associated project, vendor, customer, drawing title (different than file name sometimes), revision, etc. This has become very monotonous when I submit up to 50 drawings at one time - I have already hand-typed about 1000 lines on my spreadsheet in the last 6 months.
All of that work, and I still do not have built-in file hyperlinks or report-generation which are huge problems now. Not to mention Excel's search capability is comparable to manually scanning a column for the string I'm looking for.
I have toyed with a few open-source doc control options, file cataloging, MS Access w/ forms & reporting... Everything takes more time to learn than just typing the data manually, and Excel seems a better option to copy/paste fields than something like editing a file's metadata for each PDF individually.
Any way out of this mess?
file-management document-management cataloging
file-management document-management cataloging
edited Jan 28 at 23:43
fixer1234
19k144982
asked May 13 '11 at 16:23
NoCatharsisNoCatharsis
1,522103656
edited Jan 28 at 23:43
fixer1234
19k144982
asked May 13 '11 at 16:23
NoCatharsisNoCatharsis
1,522103656
edited Jan 28 at 23:43
fixer1234
19k144982
edited Jan 28 at 23:43
fixer1234
19k144982
edited Jan 28 at 23:43
fixer1234
19k144982
19k144982
asked May 13 '11 at 16:23
NoCatharsisNoCatharsis
1,522103656
asked May 13 '11 at 16:23
NoCatharsisNoCatharsis
1,522103656
asked May 13 '11 at 16:23
NoCatharsisNoCatharsis
1,522103656
1,522103656
closed as too broad by fixer1234, music2myear, bertieb, DrMoishe Pippik, Rajesh S Feb 2 at 9:42
Please edit the question to limit it to a specific problem with enough detail to identify an adequate answer. Avoid asking multiple distinct questions at once. See the How to Ask page for help clarifying this question. If this question can be reworded to fit the rules in the help center, please edit the question.
closed as too broad by fixer1234, music2myear, bertieb, DrMoishe Pippik, Rajesh S Feb 2 at 9:42
Please edit the question to limit it to a specific problem with enough detail to identify an adequate answer. Avoid asking multiple distinct questions at once. See the How to Ask page for help clarifying this question. If this question can be reworded to fit the rules in the help center, please edit the question.
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1 Answer
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active
oldest
votes
Other then going for a full Document Management System like FileHold or Alfresco. There are version tracking products out there like TortoiseSVN and GIT. the version tracking software is free and can be combined with a intelligent folder structure to give you a majority of what you seem to be looking for.
Hope this helps
answered May 13 '11 at 18:57
DoltknuckleDoltknuckle
5,44542027
add a comment |
1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
Other then going for a full Document Management System like FileHold or Alfresco. There are version tracking products out there like TortoiseSVN and GIT. the version tracking software is free and can be combined with a intelligent folder structure to give you a majority of what you seem to be looking for.
Hope this helps
answered May 13 '11 at 18:57
DoltknuckleDoltknuckle
5,44542027
add a comment |
Other then going for a full Document Management System like FileHold or Alfresco. There are version tracking products out there like TortoiseSVN and GIT. the version tracking software is free and can be combined with a intelligent folder structure to give you a majority of what you seem to be looking for.
Hope this helps
answered May 13 '11 at 18:57
DoltknuckleDoltknuckle
5,44542027
add a comment |
Other then going for a full Document Management System like FileHold or Alfresco. There are version tracking products out there like TortoiseSVN and GIT. the version tracking software is free and can be combined with a intelligent folder structure to give you a majority of what you seem to be looking for.
Hope this helps
answered May 13 '11 at 18:57
DoltknuckleDoltknuckle
5,44542027
Other then going for a full Document Management System like FileHold or Alfresco. There are version tracking products out there like TortoiseSVN and GIT. the version tracking software is free and can be combined with a intelligent folder structure to give you a majority of what you seem to be looking for.
Hope this helps
answered May 13 '11 at 18:57
DoltknuckleDoltknuckle
5,44542027
answered May 13 '11 at 18:57
DoltknuckleDoltknuckle
5,44542027
answered May 13 '11 at 18:57
DoltknuckleDoltknuckle
5,44542027
answered May 13 '11 at 18:57
DoltknuckleDoltknuckle
5,44542027
5,44542027
add a comment |
add a comment |
