Your Document Management Knowledge Center

Workflow Automation Got You Down? We Have 3 Tips for You

Prior to automating the review and approval your business documents, you must define your workflows to ensure you have a smooth and successful implementation. Once you automate your workflow management, you will save valuable time and money. However, if you do not take the time up front to define your workflows it will take longer before you begin to see the benefits of these valuable improvements.

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Increase Workflow Efficiency with Document Organization

When properly managed, documents enable and support an organization’s ability to complete its work and fulfill its mission. However, as documents move from person to person they have a tendency to get misplaced and mismanaged. Eventually, documents will go missing and tasks will fail to reach completion – bringing the organization’s workflow to a halt. Additionally, not effectively managing documents can put an organization at odds with state and federal laws and regulations.

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What Can Online Document Management Do for Government Agencies?

Affordable Housing Departments are charged with the difficult task of operating and overseeing housing programs and initiatives through state and federal funding, and regulating that process from start to finish. Programs can include public housing projects, first-time home buyer credits, single-family housing assistance, refinancing, and housing rehabilitation. This article outlines how online document and compliance management can benefit all government agencies, specifically Affordable Housing Departments.

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Undeniable Proof That You Need a Document Disaster Recovery Plan

Backing up files and records is crucial to any disaster recovery plan, and there are many types of disasters that you need to plan for. At any time all of your documents could be wiped out by a natural disaster, fire, theft, or computer malfunction. Not only would you have to worry about recreating all of your files, but there is also the issue of your information ending up in the wrong hands.

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HR Manager: 10 Reasons You Should Manage Documents Online

The amount of paperwork that an HR Manager is required to maintain, not only for internal purposes but in accordance with government regulations, can be overwhelming and frustrating if you don't have a clear process to manage documents. Health and life insurance plans, claim forms, retirement planning options, personnel records, performance reviews, and new-hire recruiting – all amount to piles of paperwork for every HR Manager.

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Document Storage vs. Document Management

There is often confusion between document storage solutions and document management applications. How do you know which one is better for you?

In the broadest sense, online document storage can be described as a solution for companies looking for an easy way to share and access their files electronically from anywhere, at any time.

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4 Ways Document Management Systems Improve the Auditing Process

At this year’s InsideNGO conference, Deby MacLeod, Audit and Assurance Principal at Clark Nuber PS recently shared her perspective on how a document management system can simplify the audit process for both parties. She discussed 4 key areas of audit focus along with controls you can put in place that will help you pass with flying colors.

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5 Things You Need to Know About Retaining Documents for Compliance

Read the news, peruse the paper, review blogs and you will usually find the word compliance within minutes. You know it is more than the latest buzzword, though. It's a serious subject with severe penalties for businesses not following regulations. With that in mind, here are five things to remember when retaining documents for compliance:

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Helping Nonprofits Execute Their Mission with Document Management

It is the purpose of many nonprofits to take action in resolving global health issues and establish and provide resources to struggling people who have nowhere to turn. Providing these resources is the first step in their mission. Their challenge is to provide these resources in the most effective and efficient way possible.

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11 Steps to Eliminate Complex Paper Processes

While the comfort of well-known antiquated paper processes can seem alluring, maintaining the status quo can seriously hold a company back from reaching its full potential.

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