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How to Create a File Plan in OpenKM

Creating a File Plan in OpenKM gives your organization a powerful framework to control how documents are managed throughout their lifecycle. This plan outlines how to categorize, retain, secure, and dispose of records in accordance with business rules and compliance...

How to Automate Reports with OpenKM

Automate Reports with OpenKM to streamline your organization’s reporting processes, reduce manual work, and ensure consistency across all departments. In today’s fast-paced environment, reporting must be accurate, timely, and easy to maintain. Fortunately, OpenKM...

How to Use OpenKM Scan Station

OpenKM Scan Station is a robust desktop application that simplifies document digitization. It lets users scan paper documents, convert them into PDF files, rename them, upload them to the repository, and assign metadata, all within a guided, user-friendly workflow....

How to Use the Subscription Service in OpenKM

The Subscription Service in OpenKM is a powerful feature that allows users to receive automatic notifications whenever documents or folders are modified. This helps teams stay informed, react quickly to changes, and ensure version control across departments. In this...

How to Add Keywords and Metadata in OpenKM

Keywords and Metadata in OpenKM make your documents easier to organize, find, and manage. Whether you’re handling contracts, technical files, or internal communications, using tags and structured metadata improves efficiency across the entire system. In this...

How to Create a Folder in OpenKM

Create a folder in OpenKM is a fundamental step to ensure your document management system stays organized from day one. With a clear folder structure, you gain better control, retrieve files faster, and improve team collaboration. In this tutorial, we’ll guide you...