Simple Document Management Tips


Got five minutes and huge stacks of paper? Believe it or not, that's all you need to make a difference in your budget, workflow, communication, and more--and it's all about document management. Here are a few simple tips that you can do right now!

Quick Fixes

Not all "quick fixes" are actually "fixes." Rather, they tend to be bandages over problems that just get bigger the longer you try to ignore them. Document management, though, is different. By utilizing a series of small, painless steps, document management helps you take control of your documents one day at a time--and before you realize it, you're organized, efficient, and confident.

The best part is that, while a document management system is great for larger-scale changes, you can actually do a little document management yourself--and you can do it right now. Here are a few simple tips to get you started!

  • Tip #1: Organize like a pro.

Don't start out trying to categorize your papers by date, keyword, topic, title, the font type you used, or the phase the moon was in when you wrote it. Instead, focus on simple stuff--like day-to-day documents, long-term storage, and unnecessary files. Creating broad categories makes it easier to get started.

  • Tip #2: Don't be afraid to shred.

Shredding is great news for document management. Not only does it mean you have one less document to organize--it also means that you won't have to worry about that file falling into the wrong hands. Just make sure to organize first and shred only once you're sure you won't need that information any longer!

  • Tip #3: Create digital naming conventions.

Naming conventions are life-savers when it comes to organizing and managing digital documents. If all files are named the same way, it's that much easier to find them later. That way, as you're scanning and organizing files, you aren't creating new problems for yourself later on.

Want more simple document management tips? Ready to see what a document management system could do for you? Contact us today to get started!

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