6 steps for classifying documents effectively

6 steps for classifying documents effectively

Setup Tags & Keywords Prior to any scanning operation, the business must define the basis on which to categorize documents. E.g. HR documents might be categorized based on keywords such as: Employee ID, Employee Name, Date of Joining etc. Your Document Management System (DMS) must be capable of setting up custom “Document Types” with custom […]

To E or not to E?

To E or not to E?

“To be, or not to be …” is the opening phrase of a dialog from William Shakespeare’s play Hamlet. In the speech, a despondent Prince Hamlet contemplates death and suicide. He bemoans the pains and unfairness of life but acknowledges the alternative might be still worse. This sounds similar to the arguments that any one will go through on deciding to store […]