Find more information on document management and how Document Locator can help in the resources section of our blog.
When thinking about how your organization collects data, there are eform opportunities everywhere. Electronic forms are used throughout various industries in many different ways. Eforms help automate processes and workflows across multiple areas of business enabling people to collect and store various types of data with greater efficiency. Here are some example of where eForms are often used: In Accounting, eForms are...
One of the larger irrigation districts in the country, serving nearly 100,000 people in northern California, provides a unique combination of water-based services including drinking water, wastewater treatment, recycled water for landscape irrigation, hydropower generation, and recreation areas. They also must comply with CalRIM, California’s records management regulations for entities receiving public funding. Critical Issue: Compliance with CalRIM, California’s records management regulations...
The Public Service Commission of Wisconsin transitioned to a paperless office, prompting savings at utilities estimated at over a million dollars. And, they began hearing rave reviews from customers in response to a better, broader range of services. Meanwhile, commissioners gained access to records on their tablets. “Given the advantages of a paperless office, why is society not yet there?” Paul C....
At CIS Oregon (Citycounty Insurance Services), continual updates to a large body of living documents had caused a proliferation of duplicates, consuming limited space and making processes painfully inefficient. Now, circumstances are much improved. A case study details their experience transitioning to a document management system. Eliminating the hassles of shared folders Centralized document management adds functionality and control, while keeping people...
Happy Electronic Records Day! Each year, records managers, archivists, document controllers, and anyone with a keen interest in how important records and managed and secured have a special day to celebrate their profession. This year it is today, October 10, 2017! The Council of State Archivists has assembled and made available a wealth of materials for the occasion: 2017 10 Reasons for...
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 helped...
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 available...
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 upgrades...
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 in...
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 through...
