Learn The Basics

doc-basicsYour organization generates large numbers of paper and electronic documents. As your business grows, so do files, and so does the time and effort required to manage them.

Digital document management revolutionizes the management of information and provides the ability to rapidly find, retrieve and share all the documents in your repository. This section will provide you with more information on what digital document management is and how it works, essential components of an enterprise-level digital document management system and the technical issues you must consider.

About Digital Document Management

The process of digital document management begins with the conversion of paper or other documents into digitized images. These images can be easily organized and quickly retrieved, indexed and archived. When files are scanned or electronically converted, a high-resolution digital copy is stored on a hard drive or optical disc. Templates, or electronic index cards, can associate information, such as author, reference number, date created or key words, with a document. Files can still be viewed, printed, shared and stored. Which documents users can read and what actions they can perform on these documents depend on the level of security that the system administrator has assigned to them.

Digital document management represents a significant advance over storing information on paper. No longer just ink on a page, the document becomes active content after processing by Optical Character Recognition (OCR) technology. A document management system should offer effective search tools for document retrieval, including full-text search, template field searches and a visual filing scheme that permits users to browse for documents. The best systems will allow you to find documents using a combination of all three methods.

Document management maximizes the value of paper documents. Files can still be viewed, printed, shared and stored, but have the enormous advantage of having active content. You can easily search files with active content, and you can create workflow rules to automatically route files from one user to another.

Essential Components of a Quality Document Management System

Although all document management systems provide the basics of scanning, retrieval and display, when it comes to implementing a document management solution in the real world, system essentials extend far beyond the basics. Document management systems designed for multiple users, a high volume of documents or multiple office locations must meet more stringent requirements. The features listed below are important to look for when selecting a document management system for your organization.


This has been an excerpt from the Document Management Overview PDF Guide. Available for FREE download here. There are over 100 pages of high value information, so if you have any questions at all, please don't hesitate to contact us. We want to hear from you!


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