Whether you’re the head of a small company or global corporation, keeping track of important documents is one of the most important factors in running an efficient business.
If your invoices simply can’t be found or the notes from your last meeting are nowhere to be seen, here are seven easy and effective ways that your business can improve its document management.
1. Create a standard naming practice
More often than not, it’s the simple solutions that are the most effective. When it comes to document management, one of the easiest ways to keep track of documents and find missing pages is to create a standard naming practice for all new files. By naming all invoices, notes and marketing pitches in a standard format, a business can easily find and keep track of all important documents.