How to Switch to Digital Document Management

Submitted by Tech Support on Tue, 11/10/2020 - 14:51
If you've been relying on paper-based document management for a while and are finally ready to make the switch to paperless workflows, you might be wondering what to expect. How do you switch from managing physical files to managing digital ones? Here are a few tips to help make the transition simple and painless. A Head-Start The great thing about most document management solutions is that they give you a head-start when it comes to going digital. This means that document management was designed to encourage cloud-based communications, scanning solutions, and the use of digital tools, all while you still rely on paper-based files--which means you're that much closer to creating a "paperless" workflow. With that said, there are still a few things you can do to make the transition simple and stress-free. Let's get started! Step #1: Analyze your current situation. It's important to understand where you are so you can plan where you're going. Do a little bit of analysis to find out how your documents are currently stored, edited, and moved from one place to another. Most of them are probably stacked on desks or crammed in file cabinets, but some might already be digital. Step #2: Set goals. Before you make any big changes, ask yourself if there's anything you'd like to change. Do you notice inefficiencies that you could address during the transition to digital document management? Step #3: Make a simple plan. When you're ready to actually make the switch, remember to start scanning documents and stop printing new ones at the same time. This helps ensure that you're not creating more work for yourself. Document management can help you no matter what shape your files are in. Contact us today for more information on utilizing this great solution!