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What You Should Know About Digital File Management

If your employees and associates are haphazardly uploading or filing documents without taking special care about where they are placed, then you need a file management system. Without one, every business and financial process results in extra time spent double-checking that everything has been filed correctly and that subsequent reports and records are accurate. Whether paper or digital, disorganization is still disorganization and detracts from the bottom line.

The Benefits Outweigh the Effort to Make the Switch

If it sounds like a lot of work to switch from a paper document management system to a digital one, take a look at the benefits. Once you name, organize and upload documents, you will save time and energy. Take a step into your company’s future.

  • Centralized document location
  • Reduced clutter – more space efficient
  • Enhanced communication between departments
  • Reduced filing errors
  • Controlled access
  • Reduced in-office emails
  • Increased accountability
  • Improved security

It’s Simple Once There is a Protocol in Place. 

Once the files are uploaded and organized in folders, you can create a firm protocol. Like any successful internal system, everyone needs to be on board. The how, when, and where to upload new documents must be common knowledge. We recommend a simple checklist for each department and a meeting with appropriate staff to flesh out how each stage will be handled and cross-checked.

Don’t let the fear of switching to a digital system get in your way! Our LedgerDoc experts would love to help you get started with our free trial!

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