MS Access Report Function on Document Management Database You can add more fields for more personal details or you can integrate the enterprise document management software with other templates or applications that contains employee’s data.įor personal use, the users can be externals users such as customers. The Users menu purpose only for storing and inform the responsible employees, so there are not many fields for the menu. No validation at the moment, but you can set up later. Phone Number: in number, consist of 3 digits for extension (in bracket) and 7 digits for actual phone number.Įmail Address: String. The menu for recording the users that will be responsible with the documents. You can set up the validation rule later, along with other modifications. Like Document Types menu, there is no validation for duplicate value. There is only one field: status name in string. The values in this menu will be used for States menu in Document Movement sub-form, Documents menu. The menu for recording the Document States or status of the documents. There is no duplication validation in the fields, but you can set up the validations. Since the document management software is open source, you can add multiple field, such as descriptions. There is only one field: type name in string. The values will be used in the Documents menu. The menu for recording the Document Types. Because each movement may have new revised documents, you can set up the Attachment field inside the Document Movement sub-form. You can add the field for Location, where the document is stored. However document management software can be used for managing document hardcopies. The main purpose is as electronic document management system, so the document is stored digitally in computer or server.
The document management system template is open source. State: Lookup field, values taken from Document States menu. User: Lookup field, values taken from Users menu. In Documents menu, there is a sub-form for document movement: To switch between files, use the navigation arrow beside the attachment icon, which visible after you click the field once. You can add more than one files to one document. Click Add for upload or link the document. To upload or edit the file, double click the field. The fields are:ĭocument Type: Lookup field, taken from Document Types menu. Menu for storing the Document details and document itself. The document management software has 5 menus and each menu has some sub-menu: The Features and Menus on Document Management Access Database Template Document management software is compatible with all kinds of business and industry type. The template can be used for big enterprise, small company or personal. With this document management software, you can track and control the document movement and check the person who currently or ever been responsible with the documents. This Document Control Organizer and File Management Database is an Access database template for managing the document flows in your company. You can even put your data in PowerPoint presentations.The Main Function of Document Management Access Database Template You can easily filter through all these data and generate reports for all the data so you can easily analyze how your projects are doing. Similarly, the Employees tab shows you all the employees involved in each project, and their contact information. The Vendors tab lets you store contact information of specific third-party vendors or suppliers.
Meanwhile, the Deliverables can show you who is in charge of every task and the details behind them.
This can be very useful especially when you are managing multiple projects simultaneously. For example, in Projects, you can find your Marketing Projects Home, Open Projects Chart, Open Projects List, Project Deliverables Chart, Project Balance Sheet, and many others.
Related content: Download MS Project Templates & Toolsįor each database category, you can find various forms and reports. Here, you can go to your Projects, Deliverables, Vendors, Employees, and Supporting Objects. The whole database template can be navigated from the navigation pane. The Marketing Project Management Database contains forms, tables, and queries specific for managing your marketing project.