Document management

Lars1

Board Regular
Joined
Feb 3, 2021
Messages
154
Office Version
  1. 365
Platform
  1. Windows
I am brand new to access, so please be gentle :)

I have a lot of documents which i would like to register and save.
The documents are paper, so i need to scan them and save them.

I think i need at least 3 lists.
-Category 1 list
-Category 2 list
-List with all the final data

The list with all the final data should end up with this information::
-ID
-Date
-Category 1
-Category 2
-Batchnumber
-Link to File
-Filename
-Filetype

Is there a template that can halp me with this ?
How to build an input form to register the files with the above information ?
How to build a search form where i could search for a specific document from the final list ?
Search criteria should be:
-Category 1
-Batchnumber

Is it possible to scan directly from a form in Access, or should i save the files in a folder and link to them ?

Hope anyone could help me with this little project.
 

Excel Facts

Copy PDF to Excel
Select data in PDF. Paste to Microsoft Word. Copy from Word and paste to Excel.
What is a list - a table?
Scan your documents as files (pdf, Word or whatever). Store them in directory folders. Find code that will loop through a directory and add the file path as a record in a table of file paths. Also would find code that lets you use msoFileDialogFilePicker to pick one-off files (for future use) to do what the dialog code will do as a batch operation. A single record view form can have a bound object control to show an actual document. User click can load that file in the native app. How or even if you intend to search for a given file I have no idea. If this is about document management related to some sort of quality system, I'd say you have a real hard task in front of you if you're an Access novice. I've done this so I might know a thing or two about it.
 
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