Document Management Resource Center

Best Practices for Teams in a Mobile World

Everyone is on the road these days. You’re at the office, at a client site, or in the airport. So, how can you work with team members from any location? How can you get that important presentation built, approved, and shared with appropriate team members?

To illustrate how we can help, this paper embedded here walks through a ‘day in the life’ of a proposal as a geographic distributed team creates, refines, and OKs a proposal to their board.

Smart Insights for Managing Documents

Your business depends on documents to get work done. Sales builds proposals and contracts. Marketing creates new collateral and templates. Finance approves invoices and agreements. And each process depends on documents, spreadsheets, and presentations.


This paper helps you find great documents that matter to your team. And helps you make sure that these documents are supporting your core business processes.

8 Best Practices for Starting Document Management

You know that you need a document management tool to control the chaos, but how do you get started?

This paper extends the best practices infographic and provides you with added insight into how you can choose a document management tool and begin the process of regaining management control over your documents.

Choose a Document Management Tool

What should you look for when evaluating a document management solution?

This paper discusses the key attributes of a document management solution that you should look for before you decide.

Get Buy-In for Document Management

You know that document management can help your overcome content chaos. But how to get started?

This paper guides you through five best practices for getting buy-in among your colleagues for implementing a document management system.

Best Practices for Document Management

The documents that you create and manage are business critical. So, how do you make sure that are properly controlled throughout their lifecycle.

This infographic highlights best practices for managing documents -- from creation to completion.

Securing Documents in the Cloud

You need to ensure that your business documents are secure and well protected.

This paper investigates best practices for ensuring that your documents are accessible only to the right people.

When you create new content you want to be able to efficiently add it to your repository. Watch this video to see how to add documents to KnowledgeTree using file uploads and drag and drop. The result is easy sharing and storage of your documents.

When you have hundreds or even thousands of documents, you need to be able to quickly locate what you need. KnowledgeTree makes document storage and retrieval easy with the ability to add and customize metadata attributes for your documents. That makes it easy to categorize and locate the document you need.

Organizing documents using folders is an intuitive way to structure your information, and a good complement to using metadata. In this video you'll see how to use KnowledgeTree to create folders for your documents.

Documents change over time as they are created, edited, and approved. That is particularly true in process-centered organizations, like legal, HR, and finance departments within large organizations. Watch this video to see how you can manage the lifecycle of a document.

KnowledgeTree for Android allows you to access, collaborate around and manage your company's documents - directly from your Android tablet or phone.

Just like the Android App, KnowledgeTree for Apple iOS devices allows you to manage business documents from anywhere. Regain control over documents and the business processes they support.

Synchronizing folders between your desktop and the cloud-based vault is easy with KnowledgeTree's document management system. Now you can access your documents anywhere -- even offline. Watch how FolderSync technology synchronizes your desktop and cloud to keep you always on top of the latest version of your documents.

You need to share files with your colleagues in order to increase collaboration. No problem. With KnowledgeTree you can easily share files as attachments or as links back to your secure vault. You can share with individual internal and external users, or even groups of users. You can even share the contents of entire folders in seconds.

You want to create, share, and edit documents with your co-workers without having to download and upload files. With KnowledgeTree, you can easily access and collaborate on documents from within the Microsoft Office tools you use everyday. You can even access prior versions, avoid version collisions, and access and change related metadata.