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Document Management System for Mac OS X
Posted: 18 January 2009 02:01 AM   [ Ignore ]
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I’m wondering whether anyone can make some suggestions as to what would be a good document management system for Mac OS X. These are my requirements:

- scanner support (i.e., capturing images from a flat-bed scanner; the ability to create multi-page images / PDFs would be a plus)
- file import
- ability to categorise / index documents (the main type of document this system would be used for is expense invoices; being able include a few details in the system about the imaged document would be useful)
- ability to quickly search for and view documents

So far I have had a quick look at a few systems found via Google searches, including:

- http://mindwrap.com/
- http://www.o3spaces.com/Page/sp130/ml2/from_sp_id=129/nctrue/system_id=129/so_id=251/Index.html
- http://www.receiptwallet.com/

After having a quick look at these systems, I thought there might be a few others that would be worthwhile having a look at.

Any suggestions would be most appreciated. In case you’re wondering, I’d be looking at using this system within a small family business (so a 1,000 user, $xxx,xxx.xx system isn’t required).

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Posted: 02 November 2009 03:18 AM   [ Ignore ]   [ # 1 ]
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After a long time testing, I guess the new iDocument will be the proper Mac document manager . It provides me with good management experience, especially with PDFs.

[ Edited: 04 March 2010 09:23 PM by Leiren7 ]
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Posted: 02 November 2009 01:08 PM   [ Ignore ]   [ # 2 ]
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I may be just revealing my ignorance about what you need, but what exactly would this be offering that you can’t already do by keeping your files organized in folders on a central fileserver? Hard drives and Spotlight exist solely to manage your documents! smile

If you want something that allows collaboration, would a Google Docs account suffice? You are able to upload PDFs that you scanned, and for your current word processing, spreadsheet and presentation files, it retains past versions for easy undoing of changes.

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Posted: 02 November 2009 06:41 PM   [ Ignore ]   [ # 3 ]
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Funny this thread should popup after such a long time.

There are two Mac-based document management systems that fit the description - DEVONthink Pro Office and Evernote Premium: http://theappleblog.com/2009/02/06/faceoff-devonthink-pro-office-vs-evernote-premium/

For those who are interested to hear how this two year tread turned out, I ended up going with DEVONthink Pro Office.

Having a single system that encompasses imaging, file management, sharing and remote access makes everything easier. True, you could get the same result by imaging documents through Image Capture, managing documents through Finder, searching for using Spotlight, uploading documents to a file server and uploading documents to Google Docs. But having all this functionality in one system really makes the process a whole lot easier.

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