Even though we live in a world that relies on digital files, your document organization system can include any type of media you want. We can include physical records like aperture cards or microfilm. Micro Records has built an outstanding reputation over 50 years by listening to our clients and delivering high-quality services. We have the ability to tailor your document management system into something your staff will ecstatically use. To get started, here are some basic rules of document organization:
The Basic Tenets of Document Organization
- A clear hierarchy system will do wonders for your organization. Parent folders and date labels are valuable details that reduce muddled storage.
- Use relevant tags on your files to make them searchable in an online and physical document storage system.
- Regularly update client information to remove any outdated documents that take up space.
- Online access makes your documents downloadable and ready to send out to clients.
Using Document Organization
Depending on the age of your business, unruly document organization can pile up. Micro Records has over 50 years of experience creating accessible document organization systems for our clients. We offer various services that upload your documents to online storage management systems without destroying them. Talk with our experts about your document organization, and we will work with you to make it accessible and easy to use.
Diverse Clientele Deserve Detailed Organizational Systems
If your business deals with a diverse clientele that requires industry-specific tasks, your document organization system should mirror that. An example of an industry-related organization is that media companies do various jobs for one client, including running a website, creating online and social media content, public relations, etc. With large clients who employ your company for many jobs, it is vital to keep their information organized. Another example are skills-oriented businesses like plumbing and landscaping. These businesses work in specific neighborhoods and may have enough clientele in a region to realize there are common issues across that neighborhood. Maybe the water lines on that block are out of date, or the soil in that neighborhood cannot retain water. A document organization system that reflects knowledge your business acquires is necessary to success whatever your business is.
Have Questions? Micro Records is Here to Help
If you have more questions about document management software, Micro Records is here to help you with all of your needs. We can help your business to transition to a paperless way of life with outstanding e-forms and technology. For more information about how we can help you implement your new document management software, visit us online or give us a call at 877-410-SCAN. For more tips, tricks, and to see what we have been working on, be sure to follow us on Facebook,Twitter, LinkedIn, and YouTube.