Lessons Learned from Years with Software

Five Important Considerations When Going Paperless in the Office

Almost all document management services let you add numerous users, for which you can manage their ability to view and edit files. They vary, however, in how they allow you to organize, share and search for documents, and in the rules they’re compliant with.

Grouping Documents

We’re all at ease with the folder-based filing technique of Mac and Windows, where files are stored in a layer of folders. The issue is, this established folder method is restraining, considering that unless you produce a copy, your files can be stored only in one place, making it inefficient when you’re working with high-volume documents.
A metadata filing system, on the other hand, lets you to mark files with various keywords. Nearly all of the more superior document management systems employ a metadata filing method. Google Drive is distinctive in that it follows a folder system, but you will be able to store files in a lot of different folders without making copies. This makes it some type of a cross between the two.

Document Editing

If you intend to use document management software as a method of improving group effort between you and your staff, then mutual document editing is a necessity. For instance, in Google Docs, several users can work together on text/spreadsheet documents in real time. Unexpectedly, you commonly won’t find this feature in more elite systems, as they have a propensity to highlight security before other features.

Document-sharing Links

So all your data are backed up in a safe location. It’s accessible to you and your staff with login accounts, but what if you want to share a file with a particular client? Certain document management systems allow you create a secure link to a particular document (or folder). Hence, people outside the business may open the intended files, but not all the rest found in your system. If you are required to manually download files and upload them to another file-sharing service so you can show something to a client, you would be contradicting the point of utilizing a safe document management system.

Image to Document Conversion

As expected, an optical character recognition (OCR) scan is needed if you want your paperwork to be expediently accessible for a future need. An OCR scan works by reading the text on a scanned document image. The system will then save the text in PDF so you can pick it using your cursor. This also indicates that the body text is searchable. You can look for all your scanned papers’ body text to locate keywords or phrases.


Depending on your business, you may be obliged to comply with particular regulations on electronic document storage. Examples of key regulations are FDA for pharmaceutical companies, HIPAA for health providers, and PCI for retailers.
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