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Document Lifecycle Process Components

Managing document status and versioning as it moves through review and approval can be challenging. Our Document Lifecycle Process (DLP) solutions can help. From a technology perspective, our solutions take advantage of SharePoint's out-of-the-box features that are configured and optimized for DLP.

Our DLP modules are a series of interactive workflows and components which facilitate the authoring, identification, review, approval and archival of documents and records. These workflows have built in flexibility to route documents to the relevant reviewers and approvers based on document status and characteristics defined in the file plan. The document lifecycle process has a built in state model which manages document status. This allows users to know who is currently working on and the current status of any given document.

Getting Started...

Speak to one of our consultants to find out how we can help make your DLP project a success.

Integrated Digital Signatures

Documents and records can be digitally signed directly within the document, from a SharePoint library or within a SharePoint workflow tasks. These signatures can be used with mainstream document authoring software such as Adobe Acrobat, MS Word, and MS Excel as well as MS InfoPath forms.

Knowledge Management

A large majority of users within our customer organizations are intensive "knowledge users," often being in roles requiring deep specialist knowledge or access to knowledge in order to be able to carry out daily tasks.

What we use as a baseline definition is that anything that is derived through experience or research which may have value for reuse goes into the "knowledge bucket." We have built a reusable Wiki based system that can contain text images and video. It's designed to scale for many different "knowledge buckets". Please see this solution.

For organizations that are already committed to SharePoint as their preferred portal technology, it makes a lot of sense to build a blended document and knowledge management system.

Knowledge Management Example 

Records CenterSharePoint Records Center


SharePoint has a built-in records management feature which can be configured to organize final records into meaningful document libraries. It is possible to apply retention and information management policies to records based on content type and in line with SOPs and regulatory requirements. Strict security is applied to the records management SharePoint site to ensure that records cannot be modified or deleted. 

What is a Record?
  • Document
  • Email
  • Video
  • Audio
  • Database (i.e. key card access)
  • Server logs
  • Past, Present and/or Future
SharePoint Management Elements
  • MMS
  • Content Types
  • Administration
  • Records Center
  • Routing web part
  • In Place Records
  • Information Policies
  • Event Handlers & Workflows

Document Check Out/In & Versioning
SharePoint Document Check Out/In

SharePoint Topic Drilldown


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