Exciting Discoveries in Document Management...

Know the right questions to ask to get the most out of your system.

"One of the advantages of being disorderly is that one is constantly making exciting discoveries." ~ A.A. Milne

This might be true enough in some aspects of your life...like when you come across that receipt you thought you threw out and now need...or when you find a birthday card with some money in it at the bottom of a big stack of papers...or when you find that set of keys that you thought you'd lost at the bottom of your laptop bag. These are exciting discoveries.

As exciting as these discoveries are, there is no place for lost and found with respect to your document management system. The success of your software is completely dependent on your ability to find specific information at exactly the time you need it.

The article, Smart System Design: How to Get the Information You Need from Your Document Management System, Every Time explains how each document that goes in to your system must be captured correctly, indexed thoroughly, and stored in a useful format. Capture. Index. Access. It all sounds pretty simple, but where do you start?

While the actual process may not be that easy, specific questions are provided in the article to help you:

• Conduct a document inventory
• Determine appropriate scanning profiles
• Establish required metadata
• Decide who needs access
• Define search parameters

The bottom line:

You definitely don't want any "exciting discoveries" when it comes to accessing your vital business documents. You need the right information to be available to the right people at exactly the right time. It all starts with an organized capture and indexing process.

Talk with us:

Contact us today to learn how we can help you design your document management system to exceed your expectations – eliminating those "exciting discoveries" that no business needs.

For more information or to schedule a demonstration, please Contact DocFinity now.