Planning How to Organize Files in a Document Management System
Once you’ve prepared your organization for a DMS, you need to also think of a plan for daily operations. You have many documents to go through and you can’t expect to integrate everything in one go. You need to plan things and pace out the transition to a new system that uses the all features of DMS. Planning things out will help organize documents better in Sohodox and aid in meeting your expectations.
Picking what you want shift/add to the DMS
Shifting from paper to digital copies
Organizing using folders and tags to find documents quickly
Tapping into a search friendly DMS