DIY Document Management

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Document management tools and solutions are great, but what if you want to get started right now? Here are a few DIY tips and tricks to help you get the jump on document management!

Avoid a Document Disaster

Documents can be your best friend or your worst enemy--and the difference, believe it or not, is as simple as document management. Whether you're interested in a full system, complete with tools and solutions, or you just want to do a little basic organization, the truth is that document management can help you avoid document disasters of all shapes and sizes.

Ready to get started? Roll up your sleeves and jump into these DIY document management tips!

  • Tip #1: Make a plan.

    Document management is nothing without a solid plan. Before you get started, make sure you know what your goals are--and prepare for action with storage space (physical or digital), naming conventions, and security solutions like passwords or user authentication.

  • Tip #2: Separate the physical from the digital.

    Physical documents need different types of management than digital documents. If you're having trouble juggling both, sometimes it's easier to tackle them one at a time--that way, you can address each type's unique needs.

  • Tip #3: Trim the fat.

    Extra documents take up space, clutter your brain, and even pose security threats if they fall into the wrong hands. That's why it's smart to "trim the fat" and shred any files you're sure you won't need. No reason to spend time organizing them if you're never even going to look at them again!

  • Tip #4: Stay consistent.

    Document management needs to be consistent. For example, if you don't stick to your naming conventions or you get out of the habit of putting files back where they go, you'll undermine all of your hard work.

Looking for more DIY document solutions? Want to learn about document management systems? Contact us today!