Here's why. Most requests like this refuse to install an office server to serve up such a system. And the software from opensource places like http://www.google.com/search?hl=en&source=hp&q=open+source+document+management+software and many others are out there but time and time again I find the business unwilling to put up a server or call it unfriendly because the USER can't administrate such.
I think the USER is covered. Let's talk about the admin a little.
Can anyone recommend a USER FRIENDLY document management software with the following features:
- allow me to add custom categories such as "client", "client number", "matter", "matter number", etc. in something OTHER THAN a bunch of tags;
- add simple tags;
- integrate with MS Office (so that I can save individual files through an add-in that allows me to type in the fields of "client", "client number", "matter", "matter number", etc.
Everything that I have seen so far is either ridiculously expensive, is not user friendly, or is lacking such categorization (i.e. not just simply adding tags).
Any help is VERY MUCH APPRECIATED!!!