Workbook: Does Your Organization Need Document Management? 

Document Management is the process of storing, routing, and retrieving documents in a secure environment. 

Taking a strategic approach helps prevent lost or stolen documents and saves overall costs. Start by asking yourself these four questions, then use the guide to continue your assessment process.

  • What would happen if an important document was lost or stolen at your organization? 
  • Do your employees use a uniform document policy, or do they "go rogue" with their own file storage and sharing? 
  • Do employees have the tools they need to collaborate effectively?
  • Can employees work remotely with secure access to documents from mobile phones and personal computers?

Download the Workbook