Tips

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

HR on the Watch in 2020

HR on the Watch in 2020

HR professionals are keeping a sharp eye on legislative changes taking effect in the new year, and new proposals under consideration as we enter a new decade. The new decade brings with it new state and federal legislation affecting employee rights. Some laws may radically reshape what it means to be a full-time employee vs. working part-time or operating as [...]

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Paperless HR Infographic Blog Image - Document Locator

Infographic: The Problem with HR Filing Cabinets

Intriguing facts about the costs and difficulties of managing employee records in filing cabinets are revealed in this informative Paperless HR infographic. Are you aware that ten HR filing cabinets can cost nearly $3,000 per year in space alone? And that twenty filing cabinets in the HR record room can weigh as much as a mid-size car? These facts and more [...]

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Paperless HR New Years Resolutions for 2019 Webinar - Document Locator

5 Paperless HR Resolutions for 2019 – Join us in a Webinar

It’s 2019, and we are almost one-fifth of our way through the 21st century. It is hard to imagine, but there are still a lot of paper files hanging out in Human Resources. If you are one of the paperless procrastinators, here are five resolutions for 2019 that will set your HR department on a digital foot-forward for the [...]

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electronic records logo_sans sponsor_2017

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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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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