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Document Management Systems: The Filing Cabinet of the Future

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Do you remember when businesses first began to use email? It revolutionized how we communicated and conducted business. Workers and customers no longer had to wait days for a response to questions or comments. Employees could share information in seconds, even copy others into an email thread. Spam and junk filters added extra security, ensuring that suspicious emails or unnecessary notices were cleaned out of the inbox.

Businesses have been using email for decades to send and receive notes and documents, but they’re likely using outdated technology to store them. If you’re storing your documents on a single computer drive — or worse, a filing cabinet — you may want to consider a document management system for your company.

Here are some benefits to using a document management system to store, track and manage your regular documents.

Storage

Digitally-archived documents are more visible and easily accessible than files lounging in manila envelopes in filing cabinets, said John McGill, solutions engineer at Infomax. Searching for a document by keywords or dates is much easier electronically in a document management system than leafing through papers. Additionally, if one paper document is damaged or destroyed, your business could lose priceless information for good. Digitally archiving documents through remote storage and automatic backup ensures that disaster won’t destroy them.

Security

Consider how easy it would be to lose a document in the dregs of a filing cabinet or how difficult it would be to keep track of a document multiple people take out of a file. Even if employees store their documents on their individual computers, those files could be destroyed or compromised if a computer is damaged or hacked or if a computer file is deleted.

“If two people work in the same office, only one of us can see the document at the same time in a paper world,” John said. “There also could be documents in an office that not everybody should see. There’s nothing stopping from me from going to that filing cabinet and looking at it.”

With a document management system, you can set permissions so only some employees are able to view documents. The system can also track who checks out or edits a piece.

Forms solutions

Businesses that work directly with customers may benefit from digital forms solutions that allow clients or customers to fill submit forms. The system will then convert forms and input data directly into the company’s management program. The document management system cuts down on clutter and archives forms for future reference.

Digital workflow

Not only do document management systems provide necessary storage and security, they also allow employees an easy system to keep track of tasks. Documents can be edited by different employees and departments. They system will notify another user when the file is ready for their input.

To learn more about our document management system and how it can work for your office, contact us today at 1-800-727-4629.

Why you should back up your data today

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No one wants to have a Plan B. Most people spend so much time and energy on the original plan that they don’t consider a backup. However, your business’ sensitive information is too important not to back up in advance. Most businesses have years’ worth of sensitive data, including business, employee, client, financial and tax information, that they can’t afford to have compromised.

The good news is that if you spend a bit of time safeguarding and archiving your company’s data, you’ll spend much less time scrambling for a plan and trying recover your information if the unthinkable does occur. The solution is to schedule regular backups for your company’s important data and documents.

Organizations that still store many of their important files on paper — without a digital archive — clearly face the most risk if natural disaster strikes. However, storm damage can still wipe out digital files, especially if they are stored in the same facility. Findings from FEMA and the United States Small Business Administration indicate that the vast majority of businesses that suffer from a natural disaster fail within the first year or two following the damage. A survey of more than 500 IT professionals by cloud-based backup company Carbonite found that 40 percent of respondents believed their small business would go under permanently if they lost all its files. Worse yet, 58 percent of IT professionals believed they couldn’t handle the loss of any of important data. 

While Mother Nature is unpredictable, cyberattacks can be just as difficult to guard against. About 43 percent of cyberattacks are targeted at small businesses, according to Small Business Trends. The networks that house your company’s information could be compromised through malware. Worse yet, your business could fall prey to ransomware malware, which locks users out of a network until they pay a ransom to hackers. Ransomware attack frequency is growing at about 350 percent annually, according to Cisco. Safeguard your data before an attack occurs.

Even if businesses are lucky enough to escape natural disaster damage and cyberattacks, data files can become corrupted through user or program error. Regularly backing up data ensures that data can easily be restored in the event of data corruption, much the same way as edit history on a document can restore the file.

How often should data be backed up? A proper backup solution program should archive your information multiple times a day. Luckily, Infomax’s iGuard solutions automatically backup your data every 15 minutes, ensuring that your business can recover from almost any emergency situation. Our automatic solution works for your IT professionals. It secures your data to guard against cyberattacks. Additionally, we help your company stay compliant with legal requirements, such as HIPAA, SOX and GLBA. If your data is not breached or lost, you don’t lose yours or clients’ valuable and sensitive information.

To learn more about our backup solutions, contact us at 1-800-727-4629. 

Save Time, Space, and Money with Digital Archiving

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There’s no doubt that digital archiving saves you time, space, and money. It is effectively a death sentence for maintaining paper stacks and managing files in a physical location. With digital archiving, you don’t have to store thousands of documents in boxes in storage or sift through 10 years of files to find a specific piece of paper.

Digital archiving allows you to attain greater convenience for keeping client records and tracking business information safely. Technology has changed the game for businesses. No longer must you rely on outdated, labor-intensive business practices that take up time. Instead, companies can easily manage their records over the Internet through the cloud. This helps eliminate the costs and hassles of archiving records physically, while increasing ease of accessibility.

If your business is struggling to maintain its records, then you should consider digital archiving.  Not only will it help improve efficiency and accuracy, but you will gain the following benefits:

• Greater document security
• Cloud-based storage negates the need for copies
• Easily accessible data from any place at any time
• Enhanced compliance

With digital archiving, the days of drowning in piles of paperwork are over. This modern equivalent of recordkeeping provides a scalable, affordable, sustainable solution to your filing needs.

Implementing digital archiving

A lot of businesses are keen on the idea of digital archiving, but most of them don’t really know how to go about it. If your goal is to reduce the amount of paper your office uses, consider the following beginning steps to digital archiving:

• Acquire a digital storage option that offers high server capacity
• Consider scanning options that will allow you to properly archive every document digitally
• Adopt a document management system that will do all of the hard-work for you
• Create electronic signatures for employees to access the documents virtually

For help following the above mentioned steps to adopt digital archiving for your business, contact Infomax today.