Streamlining Document Organization

In this day of information overload streamlining document organization is now a key element of a successful business. Companies that fail to implement efficient practices risk failures in compliance, misplaced or lost documents, and a slow workflow. This article is intended to help organizations establish best practices for document processing which reduce the time spent searching, optimize storage and workflows and facilitate better collaboration.

If you’re an IT manager responsible for optimizing document processing workflows or a systems end-user who wants to increase productivity, installing the right document management software is vital. These solutions can facilitate efficient document processing and faster access to information. They also decrease the risk of data loss and mistakes.

When it comes to creating an organized file structure the most important thing is to utilize an orderly system of subfolders and folders to classify your files. For instance, top-level folders could be labeled with project names (e.g. Client invoices, OC Documents or project type (e.g. Writing) could be labeled as top level folders. Writing). Subfolders can be labeled according to specific tasks or dates within the project. The more structured your hierarchy is, the easier it will be to locate files later on.

Furthermore, connecting your document management software with other apps for business such as Slack, GitHub, Everhour and Zoom will make it easy for your team to work together regardless of physical location. This facilitates streamlined communication, better collaboration and could lead to greater efficiency and productivity in your business. In addition, using applications for processing documents can ensure that all your files are available at all times and that everyone on your team is using the same version of each file.