Document Storage Approach

COSMO Document Management System provides a storage structure for documents that operates on the information type approach. This approach aims to store documents and files in categories. Each category stores files that have a similar structure, perform similar tasks, or have similar permissions.

Note

From a technical perspective, a document category corresponds to a SharePoint document library. This helps to apply permissions and compliance policies to it.

Multiple document categories are then grouped together in a section. The section is thus a structural element in the document storage structure.

The default configuration provides a total of 61 document categories in the areas of Articles, Purchasing, Employees, Service, and Sales.

Note

The number and content of document categories may change depending on customizations to the COSMO Document Management System configuration.

Area	Document Category
Employee	Absences
Employee	Applications
Purchase	Blanket Purchase Order Archive
Purchase	Blanket Purchase Orders
Sales	Blanket Sales Order Archive
Sales	Blanket Sales Orders
Item	BOM Routings
Item	Certificates
Employee	Certificates
Employee	Contracts
Sales	Customer Purchase Orders
Sales	Customer Purchase Quotes
Item	Drawings
Employee	Forms
Purchase	General Correspondence
Sales	General Correspondence
Service	General Correspondence
Item	General Files
Service	General Files
Employee	General Files
Item	Manuals
Item	Marketing Documents
Employee	Meetings
Employee	Payslips
Sales	Pick Instructions
Item	Product Pictures
Employee	Protocols
Purchase	Purchase Credit Memos
Purchase	Purchase Invoices
Purchase	Purchase Order Archive
Purchase	Purchase Orders
Purchase	Purchase Quote Archive
Purchase	Purchase Quotes
Purchase	Purchase Receipts
Purchase	Purchase Return Order Archive
Purchase	Purchase Return Orders
Sales	Return Receipts
Purchase	Return Shipments
Sales	Sales Credit Memos
Sales	Sales Invoices
Sales	Sales Order Archive
Sales	Sales Order Confirmations
Sales	Sales Quote Archive
Sales	Sales Quotes
Sales	Sales Return Order Archive
Sales	Sales Return Order Confirmations
Sales	Sales Shipments
Service	Service Contract Quotes
Service	Service Contracts
Service	Service Credit Memos
Service	Service Invoices
Service	Service Orders
Service	Service Quotes
Service	Service Shipments
Item	Specifications
Employee	Timesheets
Employee	Travel Expenses
Employee	Vacation Requests
Purchase	Vendor Sales Order Confirmations
Purchase	Vendor Sales Quotes
Sales	Work Orders

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