
Posted on May 12, 2010 by Kelly Rusk in Document & Records Management
Here are my Top Ten quick takes on new Document and Record Management capabilities in SharePoint 2010:
- Unique Document ID’s: Every doc has a unique identifier and unique link. I can send you a link to a specific document and the link will work no matter where the real document lives.
- SharePoint Workspaces: Documents …heck, whole SharePoint sites, can be taken offline using the SharePoint Workspace.
- Document Storage: Storage capacities have been massively increased and documents can optionally be pushed outside SQL Server, such as to the file system.
- Easily Find Documents: Transform the act of “search” into “finding” using tools such as metadata filter web parts and enterprise search to locate the documents you need.
- Edit Documents in Real-time: Edit docs right in the browser with Office Web Apps.
- Enterprise Document Management: Manage all the core aspects of your documents including check in/check, versioning, permissions, history and workflow.
- Content Organizer: A user can submit documents to ‘SharePoint’ and the Content Organizer will make sure it goes to the right place, even if that place resides in another site collection!!
- Faster: User interface is much, much faster with no browser refreshes or long waits.
- Taxonomy and Metadata: Metadata fields (like Customer Name) can be used across SharePoint, not just within a single Site Collection. A centralized taxonomy allows terms to be managed across the organization.
- Enterprise Records Management: Records can live anywhere–a document can be converted into a ‘protected’ record yet still remain in the document library it was created. Or, move it to a Record Center but leave a link behind. From storage to retention and disposition, information management policies rigorously address all records management requirements.





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2 Responses
I am planning for a document collection from various users and store it one location in Recordes Center. After studying the whole Records management in 2010 I got excited and adopting this in my new architecture. What I am wondering is….
Once the users drop off the document and collected in records center, can I view these records filtered thru the content query web part in a complete differrent site or same site and may be a different web app all together. The key here is you can not see others documents and others can not see your documents. Also I should be able to edit my own documents later if I want to.
Can I do that?
Great question. The short answer is yes, you can use content rollups (similiar to the content query web part logic) across site collections to view content in a central location.
The long answer is that to use a “global” web part requires some knowledge of SharePoint Designer. Here is a technet forum posting which addresses this issue.
http://social.technet.microsoft.com/Forums/en-US/sharepoint2010customization/thread/96323403-472f-47d9-a72c-7c6fb36a2000/