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Document Management Best Practices

This free white paper gives an overview of document management best practices, including practical considerations when purchasing and implementing an Electronic Document Management (EDM) system This white paper includes:

  • Defining EDM best practices
  • EDM components and what to think about and ask
  • Capture
  • Indexing
  • Document Management and Security
  • Business Process / Workflow
  • Integration
  • Records Management
  • General rules for successful technology deployment
  • Practical tips for broadening project scope
  • Industry “best practices”

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