Ramp Up Video #1: Getting started with Knowledge Tree
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How do you currently store and share documents within your company? If you’re not using a document management system there’s room to make things more efficient by setting up an open source application like Knowledge Tree. Benefits from moving from a traditional file-based approach to a database-backended system include:
- Maintain a versioned history for every document
- Have granular access controls over who can see & do what
- Assign tags and custom meta data to folders and files for more meaningful search
- Setup workflows to automate notifications for common approval processes
- Delegate administrative authority to atomic business units
- Have powerful search and custom query features
This tutorial is intended to give you the motivation and instruction you need to get started with Knowledge Tree. In the next twenty-five minutes we’ll walk through the “how & why” of the steps involved in moving a fictitious lemonade stand company from a filesystem-based approach into using Knowledge Tree. We’ll use the JumpBox for Knowledge Tree demonstrate the above features and you’ll come away with a convenient reference that will allow you to do the same for your organization.
Below is the video, a time-coded table of contents, the widget to launch your own private instance and the backup file that contains the final state of the application used in the tutorial. Leave a comment if you have questions. We plan to start releasing these videos regularly as we believe they’re the missing piece that will help people get started with these powerful applications.
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Get the state of the system at the end of the tutorial here. |
Hello Sean,
Thank you very much for the initiative but when I try to play the video, I got a “Sorry. This video no longer exists”. I saw the trailer on youtube.
Let us know,
Thank you!
Pierre
thank you ………….
I downloaded a video
Pretty gud stuff for personal usage…but lacks features and content required for large businesses..
Hi Sean
I watched the video with interest. Thx. But there were a few features you didn’t get to. Is there a second tutorial?
also, i noticed that knowledgetree provides OCR, workflow and versioning capabilities. But what about portal integration, email integration and CRM?
I’m drowning in emails accumulating in Outlook that is taking forever to sort and “print” as a PDF for saving in customer folders. Any suggestions?
And then i have all my client info in Outlook that I don’t want to loose. Any suggestions for this?
Thx.
JT.
Great first look at this product! Is there another one for the workflow piece you skipped at the end?
JT
Jessica,
I haven’t done a followup video that shows the workflow piece but you can find an intro to that via KnowledgeTree’s website here: http://docs.knowledgetree.com/manuals/ag/introduction_to_knowledgetreeworkflows.html
Sean