It a world that seems to be getting sick of paper but still stuck using it, how can you transition to paperless workflows without causing mass hysteria? Is it possible for the change to be smooth, painless, and efficient? Worry no more--document management is here to save the day.
Where to Begin
When it comes to a paperless office, there's only one place to begin: document management. Document management helps you get your storage, workflows, files, and data in order before you go making significant changes--and then, once you're well-organized, it helps you make that big transition into the paperless world. That way, the whole thing can be taken one step at a time, and you'll never have to worry about losing files (or clients) along the way.
Here are a few simple document management tips to help get you started!
Tip #1: Focus on forms.
Forms can be a considerable source of the paper haunting your office every day. One way to make a big stride toward paperless workflows is to use document management software to create automated, streamlined forms that can be digitally saved and shared--and with autofill tools, you might not have to do much work at all.
Tip #2: Don't hit print.
Document management doesn't just tell you not to print; instead, it offers simple and stress-free alternatives--like sharing tools that make it easy to share digital files. You'll save time, money, and, yes, even paper.
Tip #3: Collaborate.
The great thing about document management is that it isn't a solitary affair. Getting everyone involved can help encourage good habits, limit learning curves, and put the spotlight on brand-new tools that allow whole teams to view the same document at the same time. But don't worry--version-control tools help keep things organized and secure.
So, are you ready to go paperless? Let document management help you out! Contact us today to get started.