Implementation
How to implement an EDMS
A guide that makes the implementation of a document management system in your organisation easier.
01
Recommended sequence
- Install the demo versionDownload the demo version, install the server and the client, make sure that the FD22 service is running and that the administration program shows the demo departments and users. Go through the "Quick start" lessons.
- Analyse the business processesDraw up schemes of the work of the employees: pick the most frequent actions (an enrolment order, processing of incoming correspondence) and draw which departments, which documents and who reports on execution.
- Create the structure and the usersIn the administration program create the virtual structure of the organisation and the accounts of the participants of the test operation.
- Design the document typesIf the existing types are not enough, create your own and give the chosen users access to the folders.
- Test with documentsInstall the client or set up the web client, create and fill in documents and try scanning and search.
- Set up mailSet up the mail server and create mail accounts for the employees.
- Start the routesCreate route templates, send documents for execution and assess how convenient the work is.
- Buy the commercial versionIf everything suits you, look at the prices and the licensing policy. We recommend a technical support contract.
Do you need help with implementation?
Our specialists will help you set up the system and go through pilot operation.