Home/POS Software/Downloads/Basics of Electronic Document ManagementUpdated on: February 27, 2024

Basics of Electronic Document Management

by ITAZ Technologies

This ebook covers Know what a document really is, Learn what electronic document management is and why you should adopt it, How to Measure ROI on an electronic document management system (EDMS), Find out if your firm is ready to adopt an EDMS, How to prepare for its implementation in your organization, Plan how you will organize documents before you roll out an EDMS.

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What's Inside

Table of contents

1. Introduction
By the time you have completed reading this eBook

2. Everything is a Document!
A Small Exercise:
What does a document do for you?
I work with documents all the time, but how do I manage them?
Managing information digitally

3. Measuring ROI on a Document Management System
"Should my company invest in a document management system?"
Some questions to ask yourself to help you calculate the ROI
Now let's look at the non-financial benefits

4. Is Your Organization Ready for Document Management?
Consider these factors
Volume of documents handled
Paper based documents or Electronic documents?
Business continuity
Buy-in from stakeholders

5. Preparing for a Document Management System
Identify department or process
Identifying relevant EDMS features needed by each department
Evaluating the software solutions

6. Planning How to Organize Files in a Document Management System
Quick recap of EDMS selection process
Planning How to Organize 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

7. The Next Step

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About ITAZ Technologies

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