3 Simple Best Practices for Document Management

Submitted by Tech Support on Mon, 11/29/2021 - 10:09
Stacks of document all around a laptop.

When you hear the words "best practices," does a shudder run down your spine? Do you imagine complex sets of steps, pricey solutions, learning curves that render your workflows wildly inefficient, or the kind of frustration that makes you want to tear your hair out? If so, worry no more--these three document management best practices are the simplest you'll ever find.

Document Management the Right Way

There's a right way and a wrong way to do document management. Luckily, it's easy to avoid the wrong way: Just take an active role in this solution and you'll be all set.

Of course, just taking an active role doesn't mean you'll maximize your benefits. For that, you need to implement a few best practices--and, luckily, using these tips doesn't require breaking a sweat or the bank.

Here are a few pain-free best practices for document management:


Yes, it really is that simple: Get organized! Failing to organize files by type, priority, or relevance means you're leaving a lot of document management benefits on the table. Set aside some time to make a plan before you start digitizing documents--that way, you'll know how you want them organized once they're online.


Document management is a living solution, which means it's constantly impacted and interacting with the people who utilize it. For this reason, it's important to communicate with your employees. For example, how should new documents be created and stored? Are there naming conventions? What happens when a file needs to be shredded?

Set expectations.

Setting expectations doesn't just help you track your progress with document management--it also helps customers understand the evolution you're going through. When you tell them you're digitizing your files to serve them with higher speed and greater accuracy, they'll be excited to see what comes next.

Simplify with Document Management

Document management best practices don't have to be complicated to be effective. In fact, simply organizing, communicating, and setting accurate expectations can help maximize your benefits from day one.

For more best practices, or to learn about document management, contact us today!


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