Document Management Process Guide eBook

Four-Step Guide To A Document Management Project

The best document management strategy starts with understanding the terminology, options, costs and benefits of digitizing your records, no matter what type of organization you are — health care, corporation, university, municipality or any other. 

Our free ebook will help you understand the document management process, which, by the way, isn’t a one-size-fits-all solution. Your process is as unique as your organization; however, basic document management workflows share common characteristics.

This ebook is divided into four parts: learn, plan, do and use.

In the “Learn” section, we cover basic conversion terminology.

The “Plan” section is our meatiest section because it is the most important; we adhere to that old adage, measure twice; cut once. 

The third section, “Do,” answers a lot of our customers’ common questions about logistics of the conversion process, from the time the plan is complete until the digital records are delivered. 

Finally, we wrap it up with the “Use” section, which helps you understand what happens after files have been converted. No, no, no — it’s not a one-and-done project. You may need to train your staff to access and use the files, as well as dispose of originals and maintain future document creation and conversion. 

We’re pleased to provide this information to you as you consider options for digitizing your records.

Don’t hesitate to drop us a line or call with questions. We’d love to hear from you!