Electronic document management (ARCHIVED)

The RICS guidance note, Electronic document management, was prepared in response to the growth in electronic document exchange and storage. Without some form of structured methodology, the task of managing information through the traditional document lifecycle is virtually impossible.

There are a number of Electronic Document Management Systems (EDMS) providing the basis of a structured system. The question for practitioners is, what form should a system take, and which system is best for a particular project? While there is no single system, there are some general recommendations on good practice.

This guidance note aims to describe good practice and to aid understanding of the issues associated with implementing an EDMS. It is not a system review.

This guidance note is part of the RICS QS and construction standards (the 'Black Book').

Please be aware that this guidance note contains some material which is in the process of being updated for revisions to the CDM Regulations, RIBA Plan of Work, and updates to the JCT, NEC and FIDIC suites. Members are made aware of these impending revisions in order that they first check the most up to date position before electing to act in accordance with this guidance document.

This document is no longer current but can be referred to as information. If you have trouble accessing it please email library@rics.org