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In an age of increasing information volume, organizing documents efficiently is now a key element of a successful business. Companies that don’t employ efficient processes are at risk of a failure in compliance, misplaced documents and inefficient workflow. This article will help organizations establish best-practices for document processing, which reduce the time spent searching, improve workflows and storage and encourage better collaboration.

If you’re an IT manager responsible for optimizing document processing workflows or a systems end-user who wants to improve productivity, getting the right document management solution is crucial. These solutions can facilitate faster document processing, quicker access to information and reduce chance of errors and data loss.

When it comes to establishing an organized file structure the most effective method is to employ a hierarchical system of subfolders and folders to classify your files. For instance, top-level files can be labeled according to project (e.g. Client invoices, OC Documents or project type (e.g. Writing) could be labeled as top-level files. Writing). Subfolders may be labeled by specific tasks within the project or by date. The more organized your hierarchy is the simpler it will be to locate files later on.

Integrating your document management system to other business applications like Slack, GitHub and Zoom will enable your team to collaborate regardless of their physical location. This facilitates streamlined communications, enhanced collaboration, and could lead to greater efficiency and productivity in your business. Document processing applications ensure that your files are always available and that everyone on your team is using the most current version of each file.