How to implement a digital document management system

Without effective document management, unnecessary work can be added to the already long list of tasks you have on hand. Whether you use a document management system for work or for your personal documents, you will save a significant amount of time in the long run. This is due to the fact you will spend an accumulative hour upon hours searching for information, when they simply could be filed in an orderly fashion that makes sense for your personal scenario. Here, we’ll go into some tips you can use for a effective document management system.

Find a document management software of platform that works for you

With the advancement in technology, there are many options available that can assist in document management and smooth lining your system. Whether you’re a part of a large company that is bringing in enough revenue for a paid digital document management system, or you’re needing a free platform for personal use, there is something for everyone. 

The first question you need to ask yourself is what your budget is. If you are only willing to utilize a free system, research for a platform that includes everything you need. A common and capable option is Google Drives.  On the other hand, researching for a paid document management system such as M-Files, may take more time. At the end of the day, you are investing in something, so you want to find a software that is suitable for your needs.

Dedicate time to organizing existing files 

When you are at the beginning stages of implementing your digital document management system, you will need to initially invest time and effort. Depending on the number of files you have, this could take you a while. A key tip is you don’t necessarily have to file your documents all in one block. You could spread this task out over a number of weeks to lessen the load. This task will feel overwhelming and therefore, an alternative is that you file certain types of documents on set weeks.

Be consistent with how you file items

Consistency is key when it comes to a digital document management system. If you have a different style of labeling for different documents, you will confuse yourself and defeat the purpose. The right way could be the name of the client or customer first followed by a dash then the type of file and then title of file. For instance – DocSmart Solutions – Blog – Effective Digital Document Management Software. Choose a phrasing that makes sense for you and feels instinctual will encourage you to remember this when you go to type search. Or, you could put your filing labeling system in your notes. 

Fortunately, many paid document management softwares have technology which can automatically file your documents in a way that works. Free software may take you longer but will be worthwhile when you save time and stress in the future! With these tips on hand, you’ll be on your way to efficiency.