Develop and manage your documents with Omega 365 Document Management

Omega's document management system has traditionally mainly been used to manage all the documents produced by external parties in a project. The structured database approach, combined with efficient ways of distributing documents have played a key role in ensuring cost and schedule efficiency in major capital projects. With the improvements implemented in Omega 365 is now also widely used for managing the organizations' own documents.
Johnny Vik
Johnny Vik

With Omega 365, a key goal was to ensure that users can efficiently work directly with documents in the solution. With OneDrive and Teams, the users are expecting and used to collaborate and co-author the documents with their colleagues. 

So how do you create and work with documents in Omega 365? There are two main ways - the less structured approach is using Shared Folders. Here it is quick and easy to set up a a folder, and share it with others (persons or org units). If you want the document to become a part of the document register, with more rigid rules (meta data, document numbering etc), you can do that with a few clicks.

A new document can be created by uploading from your local or network drives, or by clicking "New Document", then you can provide access and work on the documents (Office Documents) by yourself or toghether with others. Without the hassle of temporary saving the file locally, and without having to install any component  - just directly in the browser, or by using Office native apps (however, they don't yet support concurrent editing)..

You can learn more about Shared Folders here: https://docs.omega365.com/docs?Area-ID=10004&ID=MSI21795

Also in the document register (where you have a more rigid and "controlling" approach, you have the possibility to easily create new documents (even based on templates), and you can edit documents together with others, send them for approval and for review.

To learn more about this, have a look at these videoes, or check out the user guide: https://docs.omega365.com/docs?Area-ID=10004