document management

Document control audit findings usually come from simple failures that were visible long before the auditor arrived: an obsolete procedure at the point of use, an approval that was never recorded, or a shared-drive folder where nobody can prove which version is current. The finding may look like a paperwork issue, but the real problem […]

For years, writing policies, procedures and forms meant opening Microsoft Word, printing the final document, and placing it in a binder. If you have ever managed paper based binders, you know that the system is not simple. Tracking revisions, routing sign-offs, filing change pages, proving that employees read the current version, and retrieving old procedures […]

Policies procedures software saves money by reducing printing, distribution, revision, storage, approval, and version-control costs that hide inside paper manuals and shared drives.

Microsoft Word is a popular word processor with many add-ins that let you customize your experience. What add-ins are available for Microsoft word?

Why do we bother documenting processes, tasks, and events? What purpose does documentation serve?  And, if we’re going to do it, shouldn’t we do it right? What are the benefits of document management systems?

The procedures manual format and appearance are as important as the organization and content. What are the most effective design and style features to use?

One struggle with document management is ensuring that all processes have the most recent copy of a documentation. To address these concerns, a document management system such as OnPolicy can be used to ensure people use current documents in all locations.

One of the most difficult parts of document management is to ensure that everyone is using the current version of electronic documents for their processes. This is especially challenging when documents are distributed in paper form. Learn how to easily share electronic documents while maintain control.

Data annotation refers to the process of cataloging, organizing, and classifying data. The primary objectives of data annotation are to ensure that the data is reliable, accurate, complete, and relevant. It’s an important aspect of record control. How important is data annotation in business?