3 Document Management Tips for Going Paperless

Submitted by Tech Support on Tue, 11/10/2020 - 14:51
It a world that seems to be getting sick of paper but still stuck using it; how can you transition to paperless workflows without causing mass hysteria? Is it possible for the change to be smooth, painless, and efficient? Worry no more--document management is here to save the day. Where to Begin When it comes to a paperless office, there's only one place to begin: document management.. Document management helps you get your storage, workflows, files, and data in order before you go making significant changes--and then, once you're well-organized, it helps you make that big transition into the paperless world. That way, the whole thing can be taken one step at a time, and you'll never have to worry about losing files (or clients) along the way. Here are a few simple document management tips to help get you started! Tip #1: Focus on forms. Forms can be a considerable source of the paper haunting your office every day. One way to make a big stride toward paperless workflows is to use document management software to create automated, streamlined forms that can be digitally saved and shared--and with autofill tools, you might not have to do much work at all. Tip #2: Don't hit print. Document management doesn't just tell you not to print; instead, it offers simple and stress-free alternatives--like sharing tools that make it easy to share digital files. You'll save time, money, and, yes, even paper. Tip #3: Collaborate. The great thing about document management is that it isn't a solitary affair. Getting everyone involved can help encourage good habits, limit learning curves, and put the spotlight on brand-new tools that allow whole teams to view the same document at the same time. But don't worry--version-control tools help keep things organized and secure. So, are you ready to go paperless? Let document management help you out! Contact us today to get started.