Resources

Find more information on document management and how Document Locator can help in the resources section of our blog.

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Happy Electronic Records Day 2017!

Happy Electronic Records Day! Each year, records managers, archivists, document controllers, and anyone with a keen interest in how important records and managed and secured have a special day to celebrate their profession. This year it is today, October 10, 2017! The Council of State Archivists has assembled and made available a wealth of materials for the occasion: 2017 10 Reasons for [...]

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document management software deployment

Six Steps for A Well Planned Document Mgmt. Software Deployment

When deploying enterprise class document management software, it’s good to do some planning ahead of time. A little preparation in advance speeds the entire process, and avoids the possibility of unnecessary delays and difficulties. We have our own methods for DL document management software deployment that are based on a long-established, best-practices approach. It is a straightforward, six-step process that has [...]

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what electronic forms questions should you ask

What Electronic Forms Planning Questions Should You Ask?

As you begin a forms project, in the first stages of planning, here are some great questions to consider: What data is needed? Determine what data is needed. Also, consider the desired end-result of data that goes into other systems. You can map the process backwards, figuring out the required fields for your electronic forms and what existing data might be [...]

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Find What You are Looking for Faster in Document Locator Version 7.2

New technology in Document Locator version 7.2 makes searching and finding information inside files faster in the document management system. ColumbiaSoft introduced its latest version of its Document Locator software recently, with new highlighted searches and Web preview capabilities that make it easier to find information, quickly. Upgrades for Document Locator version 7 are available to existing customers now. All ColumbiaSoft [...]

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Mitigating the risk of Ransomware and Malware with Document Locator

Mitigating the Risk of Ransomware and Malware with Document Locator

Ransomware is a growing global concern. Recent attacks, like WannaCry in May 2017, are presenting a serious challenge to the security of information at businesses and organizations worldwide. A form of Crypto Virus or CryptoLocker, ransomware is a type of malware that blocks access to various items in return for a ransom demand. Once the ransom is paid, often times [...]

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eFroms document management

Key eForms Planning, Design, and Processing Concepts

  Some of the key concepts of planning and designing your eforms project include: Forms Management With the eforms themselves, there are some key things to consider when thinking through form design. This includes customized branding to match your company’s look and feel, understanding what content you need to capture, ensuring the form has an intuitive design, help instructions to walk users [...]

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What Kinds of Electronic Forms are There?

When considering what type of eforms to use, start by breaking them down into categories. First, there are One-Off and Repeatable forms. One-Off Forms: For example, one-off forms would be forms like Event Registrations. With one-off forms, you need to make sure the forms are intuitive and provide easy to follow instructions because each visit to the form is probably going to be the [...]

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elcetronic forms design-eforms optimization

10 Useful Electronic Form (eforms) Design and Optimization Tips

When creating a new electronic form (eforms),  there are many things that should be considered to improve your form completion rates and the information collected. Depending on where the form will be used (internally or online), what industry the form is used in  (compliance and regulatory requirements for example may need to be considered), and who is filling out the electronic form you [...]

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Document Locator Training is Coming to New York City in March!

Document Locator training is coming to New York City in March. Would you or others you know be interested in attending? The 3-day Document Management Boot Camp class will be held at Rockefeller Group Headquarters in the Rockefeller Center complex March 6 through 8. Seats are filling up quickly, so let us know right away if you are interested before all the seats get [...]

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January 2017 Document Locator Boot Camp Training

Last week started off our Boot Camp Document Management training events for 2017. We have a total of eight DM Boot Camp training events planned throughout the year with seven still to come. If you would like to attend one of our future events, please find some additional contact and registration info at the bottom of this post. Last weeks Boot Camp was a [...]

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