Getting Started With Document Management

Many businesses turn to electronic document management because their paper files are getting out of control: taking up too much space and making it too hard to find the records you need. Classic examples include schools or medical offices, but many other businesses can benefit as well, from small one or two-person organizations to Fortune 500 companies.

But, once you've found the perfect document management system, what do you do with all of that paper? Who scans and when? Considering all of your options can make the transition to a paperless office easier.

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Basics of EBR: What Are Electronic Batch Records?

To convert or not to convert?

It's important to understand that you don't have to start a document management solution with a total conversion of all your old paper files. There are three ways to transition from paper records to electronic: back-file, on-demand or scan-forward method. And you have to decide whether to do the scanning yourself or enlist help. Your budget and available resources will determine which method is best for your business.

Do your own scanning.

If you have the time and space, scanning your own documents is the simplest and most affordable way to convert your paper files. Most companies have someone go through their paper files to remove staples, paperclips and duplicate copies before anyone starts scanning.