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Documents such as contracts, proposals and invoices contain important information that need to be protected. This is why it’s crucial to have an electronic document management system that takes security into account. This means you should look for a system that offers features like the ability to version documents, which allows users to edit documents without rewriting them.

Also, you should consider access rights. This will allow your admins to establish different levels. Certain people might only require access to certain documents only for reading however others might not. Your team members should also have a clear system of communication in place that allows them to quickly contact the administrator for assistance with managing documents.

Another important way to improve your document management is by using a well-designed file naming protocol. This will allow users to locate files and ensure they’re working with the most current version. Documents can be mislabeled, and cause all sorts of problems. From illegible files to content that isn’t there An error as minor as this can have a big impact on productivity.

It’s worth taking the time to design a logical folder structure to help workers easily navigate your DMS. This will help them reduce time, prevent duplicate efforts, and improve overall data quality. It is also important to develop metadata schemas that enhance search and discovery across your archive. This is crucial for achieving your goals for managing documents whether you are looking to improve collaboration or streamline your workflow.