Document Review Reminders


Last week I stumbled across this tweet from a gentleman named Andrew Hall

I need a data storage system that I can tag a doc with a review date which pops up when the file needs reviewing. Any ideas?

Someone had already replied to Andrew suggesting that he create an Outlook task for this and attach the document to be reviewed to it. While I agree with creating an Outlook task, I’m not as keen on attaching the document. There are pros and cons to doing that. One of the cons is that attaching the document to the task will likely create a separate instance of it. The only way to avoid this would be to attach the document and then delete the original. I think a better solution is to create a link to the document. That doesn’t take up space in your mailbox, something that could be a significant problem if your mailbox size is limited, and it doesn’t create an additional copy of the document, so there’s no worry about having to copy the document back to its original location when you’re done. What we need is a simple way of creating the task, one that doesn’t require opening Outlook, creating a task, filling in all the details, adding a link to the document, etc. Andrew would also like to have the review date entered into the document’s properties. To handle that requires the use of Dsofile, a Microsoft provided library (i.e. a DLL) for making changes to document properties. This Microsoft KB article has more information on what Dsofile is and how it works. It also contains the link for downloading and installing the library. If you’re really curious about Dsofile, then you can learn more about how to use it at this Microsoft TechNet page.
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