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5 Online Document Management Tips

Sometimes it’s a challenge to stay on top of emails, tasks, and documents. But with an effective online document management system, and the help of programs like PDFelement, you can make sure they don’t get on top of you! doc-mag.jpg

Since the introduction of document management systems, technology has drastically evolved. Company intranets today allow you to upload documents without a problem while also providing you a platform for project management and conversation. As a result, the intranet is the ideal place for online document management. Plus, with programs like PDFelement to help you edit and organize your documents, as well as convert them into a universal format like PDF, your life is made even easier!

When using an online document management system, make sure to keep the following tips in mind:

1. Plan how to implement it
Each time a new software is introduced to your team, you should carefully plan the implementation process. Keep in mind that some people will learn the system more slowly than others. There is also a high chance that you will face resistance to the change in technology from certain members of staff. It’s recommended to come up with a strategy that accounts for challenges you might face, provides enough training, and encourages user adoption too. With the help of a social intranet software for managing documents, the implementation process can be streamlined. 


2. Encourage Collaboration
Many professionals prefer to work solo, and this won’t change until someone actively encourages them to collaborate. So, while your team might consist of extremely talented and creative staff, the team won’t be able to reach its complete potential without collaboration. Collaboration is only possible when you encourage it through an easy-to-use online system that everyone feels comfortable using. Once this happens, work will flow a lot more smoothly. 

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3. Use it for communication
Communication is a crucial part of any project. In most cases, issues come up due to a lack of communication among the stakeholders of the project. Businesses today provide access to multi-channel communication platforms to all employees. So, team communication, as well as document management, must be integrated to get the best results. When you start using an online document management system as a central hub, users will automatically start to communicate without emails or external applications. 


4. Assign someone as an administrator
An effective online document management system is one in which documents and files are uploaded regularly. However, with this constant influx of files, there can be confusion and duplication. It’s easy to lose track of things. However, with a dedicated administrator, it’s a lot easier to manage the flow of traffic in the system. By hiring an expert, you can administer the social community and keep track of your document management system as well. The administrator can also answer questions that staff may have. 


5. Define access rightsdoc-mag2.jpg
Not everyone needs complete access to all the files and documents in your online document management system. So, with proper access levels, you can avoid confusion while also safeguarding certain documents. While some documents might need editing, others will be complete when they are ready for upload. So, these must be listed as read-only. Plus, setting permissions can make sure that there are no changes made to documents that you think are complete.


Through the help of programs like PDFelement and other Online Document Management systems, you work can be made much more enjoyable! Have any other Online Document Management tips? Let us know in the comments below!
 

 

 

 

 

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