How to conduct a document scanning process

Once you’ve realized the obvious savings in time, space, and cost of digitizing your paper documents, it’s time to start scanning. Files can be saved in a number of ways and saved in a number of formats (e.g., PDF, TIFF, JPEG). Planning this all out beforehand will ensure a seamless document scanning project.

How does metadata work in document management?

Your business has realized all the benefits of going paperless: It’s earth-friendly, your documents are searchable with a few keystrokes, and your office is uncluttered. That’s about all there is to it, right?


If that’s all you think going paperless is capable of doing for you, you’re probably not taking advantage of your files’ metadata.

How on-premises solutions hold your business back

On-premises servers may become more cost-effective after the five-year mark and keep running when the internet isn’t, but that’s about where the advantages of on-premises solutions, which are quickly becoming antiquated, end.

Because budgets are usually made annually, the lower upfront costs of Software-as-a-Service (SaaS) solutions are usually a safer bet when planning yearly budgets — they can be adjusted as businesses and market demands change, for one.

Why integrating your ERP and CRM to a DMS is important?

Growing businesses need robust software applications to achieve their goals. They must have enterprise resource planning (ERP) software for accounting and customer relationship management (CRM) systems for sales and marketing. The problem is having multiple systems makes it difficult to coordinate departments and manage data that’s scattered in separate databases.

What is data sprawl and how do you manage it?

Data is an organization’s most valuable resource. It enables business owners to make informed decisions, understand their client base, and streamline processes. But managing data is becoming more difficult than ever. Documents and records are scattered in clusters of filing cabinets, servers, corporate intranets, and emails.