Find more information on document management and how Document Locator can help in the resources section of our blog.
When deploying enterprise class document management software, it's good to do some planning ahead of time. A little preparation in advance speeds the entire process, and avoids the possibility of unnecessary delays and difficulties. We have our own methods for DL document management software deployment that are based on a long-established, best-practices approach. It is a straightforward, six-step process that has...
As you begin a forms project, in the first stages of planning, here are some great questions to consider: What data is needed? Determine what data is needed. Also, consider the desired end-result of data that goes into other systems. You can map the process backwards, figuring out the required fields for your electronic forms and what existing data might be...
New technology in Document Locator version 7.2 makes searching and finding information inside files faster in the document management system. ColumbiaSoft introduced its latest version of its Document Locator software recently, with new highlighted searches and Web preview capabilities that make it easier to find information, quickly. Upgrades for Document Locator version 7 are available to existing customers now. All ColumbiaSoft...
Ransomware is a growing global concern. Recent attacks, like WannaCry in May 2017, are presenting a serious challenge to the security of information at businesses and organizations worldwide. A form of Crypto Virus or CryptoLocker, ransomware is a type of malware that blocks access to various items in return for a ransom demand. Once the ransom is paid, often times...
Some of the key concepts of planning and designing your eforms project include: Forms Management With the eforms themselves, there are some key things to consider when thinking through form design. This includes customized branding to match your company’s look and feel, understanding what content you need to capture, ensuring the form has an intuitive design, help instructions to walk users...
When considering what type of eforms to use, start by breaking them down into categories. First, there are One-Off and Repeatable forms. One-Off Forms: For example, one-off forms would be forms like Event Registrations. With one-off forms, you need to make sure the forms are intuitive and provide easy to follow instructions because each visit to the form is probably going to be the...
When creating a new electronic form (eforms), there are many things that should be considered to improve your form completion rates and the information collected. Depending on where the form will be used (internally or online), what industry the form is used in (compliance and regulatory requirements for example may need to be considered), and who is filling out the electronic form you...
Document Locator training is coming to New York City in March. Would you or others you know be interested in attending? The 3-day Document Management Boot Camp class will be held at Rockefeller Group Headquarters in the Rockefeller Center complex March 6 through 8. Seats are filling up quickly, so let us know right away if you are interested before all the seats get...
Last week started off our Boot Camp Document Management training events for 2017. We have a total of eight DM Boot Camp training events planned throughout the year with seven still to come. If you would like to attend one of our future events, please find some additional contact and registration info at the bottom of this post. Last weeks Boot Camp was a...
Join us for this special 30-minute Paperless Records Management Webinar *This event has ended: Below is a link to the recording of this webinar: Records Management for Government Districts and Agencies. The webinar was very well attended and we would like to thank all of our attendees that helped to make it a great event. Link to Video: https://www.documentlocator.com/resources/document-management-webinars/videos/records-districts.htm This webinar will focus on how special government...
