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The centralized access to documents, records, invoices and other resources needed in the work flow is nowadays a significant component of the successful collaboration withing a company. The centralized database helps to create the intellectual center of the company, accelerates the information exchange within the company and saves as much time and effort. Every company has of course its own method to create and update the document database. Today one can see,that the popularity of various online tools for document processing grows up. Here you can find some tips on how to create a database on an online portal for collaboration. There are many platforms that enable it. Among others, one can recommend the platform Team Lab, that offers the extended opportunities for document management (including online editing).


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Steps

  1. Create an Online Document Data Base Using TeamLab Step 1.jpg
    1
    Create a TeamLab portal for your team. Determine the portal structure and invite all team members.
  2. Create an Online Document Data Base Using TeamLab Step 2.jpg
    2
    Create your own database, following to the module "Documents".
  3. Create an Online Document Data Base Using TeamLab Step 3.jpg
    3
    Upload the document to the portal. If you have an already created document, click on the "Upload" button in order to upload a text document, a spreadsheet or an image. All you need now is to select the required file in the dialog window, or simply drug&drop it to the field "Documents" on the portal.
  4. Create an Online Document Data Base Using TeamLab Step 4.jpg
    4
    Create the document directly on the portal. If the document is not created yet, you do not need any additional tools as the creation of documents is possible directly on the portal. Click on the "New file" option and select the required file type: text document, spreadsheet or presentation.
  5. Create an Online Document Data Base Using TeamLab Step 5.jpg
    5
    Edit the documents already created. Click on "Edit" next to the created document in order to open an online editor for documents . After all changes have been done do not forget to click on "Save".
  6. Create an Online Document Data Base Using TeamLab Step 6.jpg
    6
    Share the documents with your colleagues. In order to do it, select "Move To" and select the folder "Shared Documents".
  7. Create an Online Document Data Base Using TeamLab Step 7.jpg
    7
    Organize documents directly on the portal. If you have admin rights on the portal, you can organize all shared (by you and your colleagues) documents by creating new folders and copying or transferring the files between folders. This way you can systematize all documents on the portal and create a centralized online data base for your team.


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Tips

  • You can also import documents from Google Docs, Zoho or Box.net


Related wikiHows

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Use TeamLab to Create a Corporate Portal for Your Community

Article Info

Categories: Stub | Website Application Instructions

In other languages:

Deutsch: Eine zentralisierte unternehmensinterne Datenbank mit Hilfe der TeamLab Plattform organisieren

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