Tips

Learn more about document management and and get some great tips covering multiple areas in this category of our blog.

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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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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10 Records Management Tips for Electronic Records Day 2016

  In recognition of Electronic Records Day on October 10th 2016, we would like to share this list of 10 electronic records management tips to help you successfully manage your electronic records in 2016.   The Council of State Archivists has declared October 10 the day to raise awareness about electronic records management. Please see a direct quote from them below. “Electronic Records [...]

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6 Paperless Procedures for HR Admins

1.     I-9 Form Retention Policy The U.S. Citizenship and Immigration Services has updated the familiar I-9 form to a two page form. They’ve made the job of filling out the form easier, and provided employers with ample excuse to review our I-9’s. Here at ColumbiaSoft, it also means reviewing our automated retention policy. If you haven’t updated your forms [...]

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Managing the proposal process

Proposal processes are complex. Whether they are done on an ad-hoc basis by a single person at a smaller company, or they are rigidly-managed by a proposal team at a large firm, the details of putting together a proposal project for RFPs, RFIs, or other submittals are a complicated mix of content, planning, and good old fashioned project management. [...]

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