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Here are 7 steps to create and implement a document management strategy: Determine Who Will Take Charge. ... Assess the Current Filing System and Determine Strategy Requirements. ... Identify Each Document. ... Establish Procedures and Requirements, Then Document. ... Preparing the Strategy. ... Purge Unnecessary Documents.

Document management is a system or process used to capture, track and store electronic documents such as PDFs, word processing files and digital images of paper-based content. Document management can save you time and money.

These tools are often cloud-based. This means people can access the files they need anywhere with an internet connection. Document management system examples include Microsoft SharePoint, Amazon WorkDocs, and Dokkio.

Does Microsoft have a Document Management System? Yes, it does. Microsoft Office 365 provides various software solutions including SharePoint, Microsoft Dynamics and OneDrive for document management. Any of the above can be used depending on the needs of each organization.

Effective File Management Avoid saving unnecessary documents. ... Follow a consistent method for naming your files and folders. ... Store related documents together, whatever their type. ... Separate ongoing work from completed work. ... Avoid overfilling folders. ... Organize documents by date. ... Make digital copies of paper documents.

Collaboration: A DMS should make it simple for users to share and collaborate on documents ? with features like project document management, task tracking, workflows, co-authoring and easy sharing of documents between users. Content intelligence: Some advanced document management systems employ artificial intelligence.

Does Microsoft have a Document Management System? Yes, it does. Microsoft Office 365 provides various software solutions including SharePoint, Microsoft Dynamics and OneDrive for document management.