3 Document Management Best Practices

Submitted by Anonymous (not verified) on Mon, 12/13/2021 - 12:37
Document management

Looking for all the greatest tips and tricks for document management implementation? You've come to the right place! Here are a few best practices that can make a splash in your organization.

Document Management the Right Way

Like with all things, there's a right way and a wrong way to implement document management. That doesn't sound like the end of the world--after all, your only job is to find out which is which.

The problem is that there's no single "perfect" way to do document management. Instead, it all comes down to your needs and business goals--which means it can be tricky to tell when you're on the right path. Luckily, even while you're deciding what's best for your company, there are a few best practices you can follow to help you get there.

Here are a few examples:

#1: Have a plan.

It's not a good idea to jump into document management without creating a plan. While the solution is designed to provide benefits without constant oversight, it does need support from you to deliver the greatest benefits--so be sure to iron out your expectations and priorities beforehand.

#2: See the solution for what it is.

Document management software is often mistaken for an application, when in reality, it's a platform. What's the difference? Well, the former is often built on top of your workflows, somewhat like an afterthought, while the latter is built organically around your needs. That's a pretty big deal when it comes to managing your documents effectively.

#3: Find the balance.

Document management can get complicated it you let it. That's because documents themselves are complicated. Luckily, there's a way to come out on top: Just take it one step at a time. That way, you won't be tempted to choose easy solutions just because they're more obvious--and you also won't try to throw the most complicated tools at every problem just because you can.


While there's no perfect way to do document management, there are plenty of right ways. All you need to do is follow a few best practices. Once you know what your priorities are, how to view document management itself, and what your ideal balance of solutions looks like, you'll be well on your way to document paradise.

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