Plan how you will use your document management system to organize files

Plan how you will use your document management system to organize files

Once you have shortlisted a few options for getting an enterprise document management system (EDMS), you should plan how you will organize document using it. This step is crucial because it helps you move from the selection of an EDMS to its implementation. Planning How to Organize Files in a Document Management System is a white paper we have created to help you with this process. It does not deal with the actual organization of documents – rather it discusses these points to keep in mind before you start organizing documents…
  • Planning is different from Organizing
  • Scanning old documents or new
  • Organize documents in search-friendly ways
  • Plan how you will use folders and tags
  • Organizing by projects and workflows
  • Plan to organize documents in a backup-friendly way
By the time you have read this white paper, you will be all set to start using your newly acquired document management software.
Planning How to Organize Files in a Document Management System
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