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Automatische Versionierung für effizientes Dokumentenmanagement

Zusammenfassung•3 Min. Lesezeit

Mit Hilfe einer guten Versionierung von Dokumenten haben Sie immer den Überblick. Hier erfahren Sie mehr zum Thema.

Inhaltsverzeichnis

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Ohne Versionierung kein erfolgreiches Dokumentenmanagement. Verträge beispielsweise durchlaufen durchschnittlich drei bis vier Versionen, bevor sie finalisiert werden. Das Prinzip der Versionierung wird für Dokumente und Dateien verwendet und erlaubt eine saubere Dokumentation der verschiedenen Bearbeitungsstände und Änderungen. Erfahren Sie hier, welche Formen der Versionierung es gibt und was Sie beachten müssen, um mit einer automatischen Versionierung von Dokumenten Zeit und Nerven zu sparen.

Was bedeutet Versionierung überhaupt?

Die Definition der Versionierung umfasst das Erfassen von Änderungen an Dokumenten oder Dateien und eine nachvollziehbare Dokumentenhistorie durch das Abspeichern nach jeder Erfassung von Änderungen. Das ist sowohl offline, zum Beispiel in Word oder einem anderen Text-Editor, als auch online in Echtzeit möglich. Moderne elektronische Signaturlösungen ermöglichen eine effiziente Versionierung und Verwaltung von Dokumenten im digitalen Zeitalter.

Was ist die manuelle Versionierung?

Wer hat eigentlich Version 2.0 des neuen Lieferantenvertrags gerade vorliegen und wann wurde er zuletzt bearbeitet? Wenn Sie sich Fragen dieser Art stellen, kommt bei Ihnen wahrscheinlich die manuelle Versionierung zum Einsatz. Hierfür werden Dokumente erstellt, manuell – meist per E-Mail – weitergegeben und dann immer wieder bearbeitet oder geändert. Moderne Vertriebslösungen können diesen Prozess erheblich vereinfachen und beschleunigen.

Was ist die automatische Versionierung?

Bei der automatischen Versionierung werden diese manuellen Änderungen an Dokumenten oder Dateien automatisch erfasst. Die Dokumente erhalten Versionsnummer und im Sinne eines transparenten Content Management können Bearbeiterinnen und Bearbeiter des Dokumentes, sowie Tag und Uhrzeit jederzeit nachvollzogen werden. Fortschrittliche eSignatur-Funktionen unterstützen diesen Prozess und gewährleisten Sicherheit und Compliance.

Was bietet die automatisierte Versionierung von Dokumenten?

Die automatische Dokumentenversionierung bietet Ihnen viel mehr als das automatisierte Erfassen von Änderungen und die Möglichkeit, den Zustand eines Dokumentes und die unterschiedliche Versionen eines Dokumentes bestmöglich nachzuvollziehen. Dank integriertem Archiv mit Zeitstempel und Benutzerkennung sind alte Bearbeitungsstände und ältere Versionen jederzeit zugänglich und klar gekennzeichnet. Sie können zu jedem Zeitpunkt zu einer vorherigen Version zurückkehren und diese korrekt zuordnen. Nach Bedarf können unterschiedliche Versionen auch verglichen werden. Elektronische Signaturen spielen eine wichtige Rolle bei der sicheren Verwaltung und Versionierung von Dokumenten.

Sieben Vorteile der automatischen Versionierung

Änderungen an Dokumenten werden in Echtzeit gespeichert und dokumentiert

Dokumentenstatus ist immer aktuell, egal wer, von wo darauf zugreift

Gemeinsamer Zugriff ortsunabhängig und rund um die Uhr garantiert

Bearbeiterinnen und Bearbeiter des Dokumentes und Zeitpunkt werden mit Zeitstempel und Benutzerkennung automatisch erfasst

Unterschiedliche Versionen können einfach kreiert und schnell verglichen werden

Jederzeit zu einer älteren Version und alten Ständen zurückkehren

Nie mehr unübersichtliches Dokumentenmanagement per E-Mail!

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Einblicke für Führungskräfte

Was macht ein Contract Manager

Author Tobias S.
Tobias S.
You may notice when on Docusign’s website that a green padlock sits in front of the URL at the top of your browser. This is a visual cue that our website is secure thanks to SSL certificates, and it’s one that savvy consumers look for when doing business online. SSL certificates play an important role at Docusign, and they should be a part of your data privacy efforts too. Find out more about what they are, what they do, and how you can obtain them, with our SSL FAQs, below. What is an SSL Certificate? SSL stands for Secure Sockets Layer, and SSL certificates are also known as digital certificates. An SSL certificate creates a secure link between a website and a visitor's browser. It ensures that all data passed between the two remains private and secure. There are three types of SSL certificate: Extended Validation (EV SSL), Organisation Validated (OV SSL) and Domain Validated (DV SSL). There are also what is known as wildcard certificates, used to extend SSL encryption to subdomains. Why do companies need an SSL Certificate? SSL certificates establish trust between you and your customer. To obtain an SSL Certificate, the purchasing company's identity must be authenticated. With this safeguard in place, customers know that your business is not only legitimate but that it's safe to do business with you online. If you want to accept credit card information on your website, for example, then you will need to comply with Payment Card Industry (PCI) standards. One of the PCI requirements is using an SSL certificate. SSL certificates also help to prevent you and your customers from suffering a phishing attack. Phishing emails aim to impersonate your website for criminal gain. As the sender cannot receive their own SSL certificate, it makes it far more difficult for them to impersonate your website and easier for them to be caught out. As a result of SSL encryption, hackers and identity thieves are prevented from stealing private and sensitive information such as addresses, social media logins and credit card numbers. Only the intended recipient will be able to understand the information being sent. What should I look for in an SSL certificate provider? The cost of a solution can often be a deciding factor when choosing any tech solution, but when the security of your data it at risk, you shouldn’t necessarily go with the cheapest option. With that in mind, these are the top factors to consider over price alone: Compatibility: The provider should have a high trust pedigree in as many commonly used operating systems, web browsers, apps and devices as possible. Scalability: The provider should also be able to handle volumes that grow with your company, as you may end up needing thousands of certificates per second to be issued. Flexibility: The leading providers offer flexible purchasing terms. Pay-as-you-go, for example, allows you to order certificates when you see fit, regardless of amount. Bulk balance models also allow you to load money into your account. Platform: Your solution needs to be easy to use, support a variety of workflows and has a dynamic portal. Support: It's important to evaluate the services and support offerings available to help you succeed. Is an account manager on-hand, online support offered, communities to ask questions, and educational resources enabling you to self-serve? Where can I find Docusign's certificates? Docusign's digital certificates provide higher levels of identity authentication and document transaction security. Digital certificates cryptography uses Public Key Infrastructure (PKI) technology to issue certificates based on X.509 standards to represent the digital identity of a signer. The latest SSL certificate is always available for download from the Docusign Trust Site. Do I need to update my Docusign SSL certificate? If you do not have a custom SSL integration then no action is needed. Docusign’s SSL (secure sockets layer) certificate used for our DEMO, NA1, NA2, NA3 and EU environments occasionally expires (every 2 years). When the SSL certificate is set to expire a new SSL certificate will be used. That means If you have custom API, Connect, or any other system integration that depends on Docusign’s SSL certificate then contact your IT department's network administrator to update the certificate to ensure seamless functionality.

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