Have you recently taken the leap to go paperless, or digitized your paperwork but haven’t found a software system that you’d like to use, or one that’s compatible with your existing systems? Once you have digitized all of your records you want to make sure that you have the right software to help utilize your newly digitized documents in the most efficient way possible.
It can be a struggle with so many different types of software to choose from, but you can also think about it as an opportunity to pick and choose what features are top priority for you.
Every business or company has different needs- medical offices might need scheduling and medicine refill options for their software, while banks or large corporate offices might want higher security.
Ultimately, only you know the way your employees need to handle your company’s documents- be sure to weigh all the options before you make your choose. That way, when you finally transition to a paperless office, it will be a smooth crossover with all the angles covered.
Getting Started on Choosing an Electronic Document Management System for your Business
To get started, make a list of the top concerns you have with your current document management system, and the things that you don’t currently have, but want or need with your new system.
We reated a comprehensive buyers guide for an EDMS here, but here’s a quick summary of some of the main features you need to consider for your Electronic Document Management System:
- You need the ability to store electronic records and access them quickly
- Creating access control to a user level to increase security and decrease liability
- Develop a simple system for adding or scanning in new documents and records
- Make sure it integrates with any other existing company software packages
- A must-have is version control for documents with access logs to prevent redundancy & mistakes
- Does the new system integrate with company document management policies and procedures?
- How easy is it to implement backup solutions?
If you have specific needs to help make sure that your employees have immediate access to all of your files, this is the time to make sure that you are addressing this concern. Some companies will only need a small software package because they don’t have as many records.
Record Nations can help you find the electronic document management system that fits your company’s requirements. Our experts will guide you through the process from choosing the system to deciding what fields need to be indexed and searchable.
To get started, fill out the form to the right, or give us a call at (866) 385-3706. Within minutes of receiving your request, you will have free quotes from experts in your area that can help you.