Posted by Leslie Haywood on Tue, Jul 27, 2010 @ 10:59 AM
Everyone is talking about document management these days. And while you may know that it is a way to store paper and electronic documents together, you might not have considered how document management – especially web-based like eBridge Solutions' – can make your day-to-day tasks easier.
Let’s look at five mistakes you can be sure to avoid if you add an online document management system to your technology toolbox.
1. Losing a document that can be re-created. Have you ever lost an electronic document that was on your computer? Whether it became corrupt or I accidentally saved over it, I’ve lost a file or two – and usually at a critical time. By storing documents in a web-based document management system, you’re eliminating the risk of human error or computer failure. Any paper document that you scan into the system is captured permanently, so even if your computer hard drive fails, you’ll be able to access your records.
2. Losing a document that cannot be re-created. This is bad. Especially if that document you need is needed for a lawsuit or to meet industry record retention guidelines. If your company gets into a lawsuit, there’s a good chance that there will be some kind of discovery process, where you will be asked to produce all relevant documents relating to the issues in question. In recent years, courts have allowed plaintiffs to make major demands on companies with so-called “fishing expeditions.” And it’s not just Fortune 100 companies that have this problem.
It’s extremely important that corporate documents be readily and speedily retrievable. That’s a good reason why all your paper documents should be in electronic form and in searchable format, whether searchable PDF or TIF. The way to do this is by setting up procedures for identifying important documents and converting them into searchable electronic format, using scanners and software like eBridge Solutions’ web-based document management system, which will help you convert, identify and save the documents.
3. Misfiling a document. There is nothing more frustrating than filing a document in the wrong file folder. Especially when a customer is on the phone asking you a question about their contract, but you can’t find it. Anywhere. With a document management system, you should be able to do a keyword search of every typewritten document in your online file cabinet, so even if you accidentally mis-label a document, you can still find it. (And best of all, correct the mis-label.)
“I am so much more organized than ever before. If I am looking for something all I have to do is type it in and there it is. It’s so much easier than searching through file cabinets or on my co-workers desks for the files I need,” explained Angie Lehmann, accounting specialist at BTD Manufacturing, who began using eBridge Solutions in 2007.
4. Not having the most recent copy of a document. Sometimes, just one word makes all the difference in the world. You want to be sure you have the final version of a contract or sales agreement in your possession. Document management systems should use audit trails with date and time stamping to show when a document was added and by whom. So, you can always tell which version was the final document.
5. Unauthorized access to confidential records. For example, if you are a human resource professional and you have salary information stored in file cabinets in your office, there is the possibility that someone could break into them (or just pull the drawer open, if you don’t lock your cabinets at all times) and see how much Susie in Accounting is making. Or, if you work in a medical office and you store confidential information about your patients (social security number, birth date and credit card number), a disgruntled employee could have a field day with what they find in your chart room. With document management, you can restrict what documents users can and cannot see in your electronic file cabinet.
Not only can it help your business save you time, money and space, but an online document management system can help your employees avoid making mistakes – some costlier than others – in the office.
If you haven't seen eBridge Solutions' document management system in action, sign up for one of our online webinars or watch our online video.
Posted by Stephanie Jones on Thu, Jun 03, 2010 @ 11:22 AM
Almost every document management system I've run across has document audit trails built into their software. eBridge Solutions' audit trail automatically records the date and time a document was added to a customer's electronic file cabinet. It also records the user ID of the person who added it.
In addition, every time a user looks at the document, makes a note on it or edits an index value, that action is recorded along with the corresponding user ID.
Why is this important, you ask? Well, it's the date and time stamp and ongoing string of recorded events that will allow you to legally prove (if you are ever taken to court) that the document was added on a certain date and has not been altered in any way since. It can be considered an original document.
It is also useful if you want to look at the productivity of your employees. The date and time stamp follows them through eBridge, so you could easily see how many documents they've added or accessed during a specific time period. This feature is invaluable when multiple employees are continuously accessing and modifying files within the repository.
By making the audit trail an automatic, real-time feature, the second a document is added, opened or edited, the audit trail is updated with no effort on your part. Can you do that with your paper files? Would you want to? Give eBridge Solutions a try if you aren't already using our award-winning document management system.