Edgewall Software

Version 5 (modified by figaro, 7 years ago) ( diff )

Added further details.

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

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