Here are 5 tips Bob English gave about document management in Sharepoint at the Best Practices SharePoint Conference. Bob English is founder over at Mindsharp.

* Most important, English said, is to define a document’s lifecycle. This includes determining where a document will be incubated, what metadata will be in the document, who owns the document and when it should expire, among a number of other important details — all throughout its lifecycle.

* Be cautious of how you bestow access permissions to individual site administrators. Not every site administrator should be privy to all corporate information. With that in mind, when there is a different relationship between a document’s security, security nodes and site collection ownership, you need a different site collection. A site collection is a group of sites built on SharePoint that exist under a top-level site. Individuals have permission rights for sites and content within a site collection. “There are still people out there who think you need only one site collection, but it’s not true,” English said.

* Match the findability architecture with the metadata that is applied to the document. If people are going to find a document using the Advanced Search Web Part tool, the document’s metadata needs to be exposed to that tool. If you know that a document is in a particular department, with a particular security clearance and the author’s name and the topic, it’s more easily found in the Advanced Search Web Part than in simple search. But other methods of finding the document are helpful too. Pairing up how a document is described with the findability tools is imperative to helping achieve a fully functioning collaboration system.

* Make sure IT managers set the document library security settings before the document is put into the library. Some document library security settings are applied to the document when it is created and uploaded. The settings can’t be changed on documents that exist in the library. “Understand and know what security settings you want in your library settings,” he said.

Source: http://searchwinit.techtarget.com/news/article/0,289142,sid1_gci1332665,00.html

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