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Five Document Management Tools You Can’t Resist

Document management systems are one of the most crucial parts of a business. Five tools that can help with smooth document management include Evernote, OneDrive, Google Sheets, and more. These are five document management tools you can’t resist.

Five Tools to Help with Document Management

Document management refers to the procedure of organizing, tracking, and storing electronic documents. They can be in different formats, such as text and PDF. Managing your document control system is a crucial part of any business. Whether you’re a small business or a large one, you need to be able to store and manage your documents effectively. Depending upon the size of your business or organization, document management can become a difficult task.

There are many document management tools that you can use to serve your purpose effectively. For instance, a free word counter can help you keep track of the total word count in a document. An online PDF combiner lets you merge different PDF files into one large document. There are many different tools that are making document management easier and more efficient.

Document Management Tools

Here are five tools to help with this task: 

Microsoft Word

Microsoft Word is the most popular word processor on the market, and it has many features for managing your documents. 

Google Sheets

Google Sheets is a great tool for keeping track of data quickly and easily. 

Dropbox

Dropbox offers an easy way to store and share files, making it perfect for small businesses and individual users.

Evernote

Evernote is a great tool for storing and sharing notes, ideas, and photos. 

OneDrive

OneDrive allows you to store files on your computer and access them anywhere you have an internet connection.

Managing Your Documents with Microsoft Word

Microsoft Word is a great tool for managing your documents. It has many features for managing your documents or working with Microsoft Word Templates. You can easily create and share documents with others. You can password protect your documents and keep them safe from theft or damage. You can use Microsoft Word to format and print your documents.

There are a lot of wonderful edit features that you can use to make your documents worthy. Depending upon the requirements, you can select features that are most appropriate for your documents. By and large, Microsoft word is one of the most commonly used word-processing tools also used for document management.

Managing Your Files with Google Sheets

Google Sheets is a great tool for managing different types of documents. It’s easy to use and has many features for managing your files. You can store and share files, track changes to files, and more. If your workplace organization has people working from around the world, sharing important details through Google sheets can be of huge help.

Dropbox for Document Management

Dropbox is another wonderful platform to help you store, organize, and share your documents. It supports documents that have different formats. Using this particular tool is easy, and that’s the reason why a vast majority of people prefer using Dropbox for document management.

You can get a free account and enjoy up to 2GB of online storage for free. However, you will have to pay to get more space. You can choose a storage plan as per the storage requirements of your company.

Document Management with Evernote

Evernote is a great tool that has brought a great revolution in the document management industry. It has become popular across the globe. With Evernote, you can easily store and access your files, making it easy for you to manage and store your documents.

You can also use Evernote to share and store information with other people, making it easy for them to access and view your documents. You can download the Evernote app on your smartphone and keep track of documents on the go. The application works fast to store and share information.

Managing Documents with OneDrive

Launched and operated by Microsoft, OneDrive is one of the leading file hosting services available on the internet. After getting launched in 2007, it has facilitated internet users around the globe. You can share and synchronize documents without difficulties using OneDrive. It comes with different file-sharing features that you can use to maximize the document management potential.

You always stay connected to your files, no matter wherever you go. The good thing about this particular platform is that it syncs your files across all devices. In this way, you do not have to use a specific device to access documents.

Setting up your Document Management System

You need to set up your document management system so that you can store and manage your documents effectively and reduce document control mistakes

There are a few steps you need to take in this regard: 

Choose the Right Document Management Software

There are a lot of different document management software systems on the market, so it’s important to choose one that will fit your needs. Make sure to analyze the requirements of your business and then look around for the available options. It’s better to have a budget in mind so that you can find the best match without breaking the bank.

Configure Your Documents 

After you’ve chosen your document management system, you need to configure it so that all of your documents are connected. This means setting up triggers for when files change, creating folders for each document, and so on. Many companies use formulas to configure their documents. This helps them from making manual changes to all relevant documents. 

Store and Manage Your Documents

When you use our online document management system, procedures, records, and rights to use or edit them are managed within the web-based system. Deployment — and control — become very easy.

Once you’ve configured your document management system, it’s time to store your documents. You can use a variety of methods such as Google Sheets or Dropbox to store and manage your files. It is better to have a solid backup plan so that you don’t have to fear losing your important data.

Share Files 

If you want to share files with other people, you’ll need to set up file-sharing features in your document management system. Sharing is not just important for people who are working remotely, but it is equally important for those who might be sitting in the same building. Sharing documents can help save precious time. You should publish policies and procedures online if you need immediate access for everyone.

Edit in Microsoft Word

Edit Your Documents 

You can edit and manage your documents using many different tools, such as Microsoft Word or Google Sheets. Editing is required at different stages. It is good to have different editing features enabled so that you do not have to face problems while making important changes to your documents.

Tools to Help with Document Management

Document management is one of the most important aspects of running a business. Whether your company is little or large, you must be able to efficiently store and manage your papers. Evernote, OneDrive, Google Sheets, and other apps can aid with efficient document management. You can’t go wrong with these five document management solutions. If you have policy and procedure documents, then policies procedures software will save you money.

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