The costs of mismanaging company documents

The amount of information a company needs to store, track, and utilize on a daily basis expands every year. If you’re still using printed documents to conduct business; then alongside this the growing pile of paper are the rules and regulations that in just about every sector, dictate how things can and cannot be stored, shared, disclosed, etc.

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?

Wrong.

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

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.