Do You Understand Document Management?

Businesses that have to process huge amounts of data require a secure data filing system. This allows you to access and distribute information as necessary. By effectively managing document workflow, you can enhance your versioning, storage, security, metadata, retrieval, and indexing capabilities. With paper or physical documents, a simple filing system can suffice. However, in the modern technological world, a more sophisticated system is often crucial to success.

Introducing the Paperless Office

Document management software can produce, store, and retrieve documents electronically. This software also offers secure data access to authorized personnel. It can be used to manage standard documents, like scanned photocopies and text files. In addition, it can be used to manage video/audio files, faxes, emails, photographs, reports, graphics, fonts, and more.

Some software products use native file formats (such as PDF, or Microsoft Excel and Word) for storing documents. However, other internet-based systems store data in HTML format. Users have to upload content into these systems. Nonetheless, after the content is uploaded, you can quickly and easily search to find your documents.

Examples From the Real World

HR managers use document management software to store information about employees. This includes details about their contract duration, vacation time, dates of performance reviews, and anything else that would be a part of the employee’s file. This software can even schedule alerts to the appropriate people when actions are required or taken on documents. On top of all of this, you can use your document management software to request eSignatures.

Marketing agencies use this software to convert presentation materials and storyboards into digital format. This saves valuable storage space. Complete marketing campaigns can be turned into a few folders or files and stored easily on the Cloud or on a desktop version of the software. Later, these campaigns can be accessed quickly and printed or distributed as required.

Selecting the Right Technology

When searching for the best software to manage your documents, price should not be the sole consideration. The software needs to fulfill your crucial operational needs and have the versatility to evolve with your company. The software should be user friendly and reliable. Stay away from software that requires lots of programming and customization before you can use the basic workflow process functions. This results in significant delays and additional costs. Good customer support for the product is vital as well.

Document management workflow can increase the efficiency of any office. By categorizing data, storing it conveniently, and making it easy to access, this practice allows staff members to work smarter. Managing documents in this way saves time, space, and money. Moreover, because it is far more effective than a traditional filing system, it can reduce stress levels at work too.

By | 2016-12-15T12:01:12+00:00 June 12th, 2014|
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