Planning How to Organize Files in Document Management System

by ITAZ Technologies

Implementation begins with planning how you will use your document management system to help you meet your expectations from it. This white paper discusses why it is important to plan before you start organizing your documents and how to go about organizing them.

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What's Inside

Table of contents

Executive Summary

Planning How to Organize Documents

Planning is different from Organizing

Scanning old documents or new

Organize documents in search-friendly ways

Plan how you will use folders and tags

Organizing by projects and workflows

Plan to organize documents in a backup-friendly way

In conclusion

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