G
Guest
I am looking for a solution to a need to organize, search and retrieve
documents. I am the general counsel of a small, start-up company, and I also
serve on the boards of two other small companies. I want to be able to
organize documents (correspondence, contracts, etc.) -- probably with some
kind of identifying category such as client, project, etc. -- and be able to
search and retrieve them easily. Ideally, the solution would allow for some
kind of hierarchical organization and display (so, for example, I could set
up an index with the main heading "ABC Company" and subheadings "Contracts",
"Correspondence", "Project 1," etc., and perhaps sort them by date). Also
ideally, the search function would permit me to open the document that I find
into the appropriate application (Word, Excel, etc.)
I am familiar with the DOCS Open program by Hummingbird, which I used in my
previous life in a large law firm, but that is server-based and too complex
and expensive for my needs. I want to have something that runs on only one
machine - I am not at this point trying for something that is
enterprise-wide, but only as a tool for myself. I have been considering
trying to create something using MS Access, but I am not sure that is what I
want. I assume (perhaps incorrectly) that there is an off-the-shelf product,
or an existing template, that will do what I want or permit me to adapt it
easily for my purposes. Any ideas will be much appreciated.
Thanks!
documents. I am the general counsel of a small, start-up company, and I also
serve on the boards of two other small companies. I want to be able to
organize documents (correspondence, contracts, etc.) -- probably with some
kind of identifying category such as client, project, etc. -- and be able to
search and retrieve them easily. Ideally, the solution would allow for some
kind of hierarchical organization and display (so, for example, I could set
up an index with the main heading "ABC Company" and subheadings "Contracts",
"Correspondence", "Project 1," etc., and perhaps sort them by date). Also
ideally, the search function would permit me to open the document that I find
into the appropriate application (Word, Excel, etc.)
I am familiar with the DOCS Open program by Hummingbird, which I used in my
previous life in a large law firm, but that is server-based and too complex
and expensive for my needs. I want to have something that runs on only one
machine - I am not at this point trying for something that is
enterprise-wide, but only as a tool for myself. I have been considering
trying to create something using MS Access, but I am not sure that is what I
want. I assume (perhaps incorrectly) that there is an off-the-shelf product,
or an existing template, that will do what I want or permit me to adapt it
easily for my purposes. Any ideas will be much appreciated.
Thanks!