Document management system

Note: This page is under development.

Trac is perfect as a document management system when you treat documents as tasks. It is perfect for high volume fax incoming and processing. In one particular case 661,124 documents/tickets have been processed and the set up still works in production environments.

The key features that we needed:

• assign tickets and transfer them between people.
• view attachments easily, write comments, and index.
• create your own "type" aka "milestone": incoming, other, changes, cancellations, renewals.
• load and create tickets automatically via xml-rpc.
• add your own custom fields "tracking number".
• set up a search on main page by using the query to build multiple links tracking #, "my tickets", "incoming tickets", new, not assigned change tickets.
• batch assign tickets to an individual (part of Trac core).
• move tickets to another Trac to a different department through ​TicketMoverPlugin.

We average ~600 incoming tickets a day. The sender of the message is what populates the "Reported by" field automatically. The message can be either an email or a fax. In the former case the plugin ​EmailtoTracScript is used to direct it to the correct "milestone".

If you think of your problems as "tasks" then Trac is suitable for use as a Document Management System.

Source: #1267