While a paperless office may sound good in theory, those who are not familiar with computer software programs may have a hard time understanding how such an office even works and what it has to offer. Following is an overview of what a paperless document management program has to offer and how to go about setting it up.

Choosing a Format
You can either opt for a desktop system or online (Cloud) document management system.

A desktop system is ideal if you do not need to share files with other users and have a large enough hard drive for storing files. However, an online paperless office is often the best option for many users, as it enables you to share files in a secure manner, access files from anywhere in the world, and keep a backup copy of important files.

Choose a Pricing Plan
Once you have chosen the format you need, it is time to choose a pricing plan. The eFileCabinet program offers various price points to suit the needs of various industries. Desktop users can choose a professional, premium, or enterprise plan. Those who opt for online storage can choose a basic, professional, or premium plan. Online plans can be easily upgraded or downgraded as the need arises; what is more, there is also a free 14-day trial version available for easy download, making it easy for you to see which exact version is right for your office.

If you opt for a desktop plan, you will need to install it on all business computers that need to run the program. This is done by:

  • Downloading the program
  • Opening it
  • Following the easy-to-use, step-by-step instructions

After the program is installed, you can upload files right away. The program has easy-to-use instructions that show you how to tag, store, archive, move, copy, and find files.

The online version of the program can be accessed right after you finalize payment. You will be given clear instructions on choosing a password and setting up your filing system.

Using a paperless office saves times and money. Each option is easy to use and there are many price points available. Such an office can be used by any company, regardless of size, industry, or geographical location.