Document Management

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Driving Remote Worker Workflows with Captured Data

COVID-19 forced many businesses to extend operations to the home office. While some businesses were well prepared and made the change quickly, others scrambled to support remote workers. With remote workers in place, a chief complaint about working remotely is its disruption to the flow of information across the organization. While in the office, workers can easily exchange and share

Conquering the Document Retention Challenge

Managing Document Retention in Professional Services After a rewarding 35-year career as a psychotherapist specializing in individual, marriage and family therapy, Mark Hillman, Ph.D. decided to close his private practice. Today, Dr. Hillman remains energetic and continues his successful personal and executive coaching, corporate training, and organizational development consultancy. The Challenge Even though the psychotherapy practice was no longer active,

Top 4 Paper Vs. Paperless Misconceptions

Let’s look at the top 4 reasons why many organizations avoid going paperless and how this practice impacts efficiency and hits the bottom line. It’s The Status Quo To most workers, paper stacks of invoices, bills, legal documents, memos and other documents are normal aspects of daily business. The system works, so why change? In truth,

Managing Sensitive HR Files in Growing Pediatric Dentistry

2020-03-27T19:47:45+00:00Case Studies, Document Management|

The Smile Lodge provides direct access to the region’s top Pediatric Dental Professionals. With a focus on infants, children, and teens in Clifton Park and surrounding areas, The Smile Lodge serves over 45,000 patients. What separates The Smile Lodge from other dentistries is its commitment to providing excellent care in a warm and relaxed setting, where every parent and child

Understanding why a shared drive solution evolves from paperless to punishment

2019-11-20T21:19:57+00:00White Papers, Document Management|

Going paperless is not new. Most business are already at some level of paperless. Typical paperless environments start by retaining files in their original electronic format (e.g. Word, Excel, and PDF) and/or scanning paper documents into image or pdf files. These files are saved to a hard drive in a Windows directory. Technically this is “paperless” and may even work

Document Management System – Savings and Benefits Analysis

Document Management System (DMS) Savings and Benefits Analysis For many, the potential savings and benefits of implementing a document management system are difficult to measure. eBizDocs understands this dilemma. Working with industry experts and accepted standards, we put together a report to help you perform a comprehensive analysis of your current costs and potential savings. The report highlights the

Bulk Scanning – Outsourced or Internal?

Most organizations can scan paper documents. Scanners are available in all shapes and sizes and when used with a document management system, the benefits are enormous. It’s common to go “paperless” on a day forward basis. Day forward paperless occurs when a date is set to manage business information & content electronically from that day forward. Typically, the ongoing daily

Managing Documents vs. Records

2019-08-15T14:56:03+00:00White Papers, Document Management|

What is the Difference Between a Document and a Record? The simplest definition for a document and a record: Document = DO Record = DONE A document is any piece of information, in any form, that is produced or received by an individual or an organization. Common document formats include: hardcopy/paper and electronic files. The term document encompasses paper, electronic

It’s Time to Stop Thinking about Paperless and Start Going Paperless

Organizations in every sector are winning big by streamlining how documents and data are managed. Automating labor-intensive tasks, and better meeting industry compliance and security requirements can take an average business and move it to the top. Chances are your business is like most others when it comes to benefiting from going paperless. Does your business experience any of these