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...
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...
ColumbiaSoft attended the ARMA Information Governance Seminar in SeaTac Thursday April 27. We were a sponsor of the event, and we had a table at the event showcasing our ‘paperless records management’ solution in windows using Document Locator software. ARMA is an international organization https://www.arma.org/ , and the event was put on by the three Northwest Washington...
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...
ColumbiaSoft is looking forward to CIS Oregon’s (Citycounty Insurance Services) (www.cisoregon.org) annual conference this year, “Waves of Change, Oceans of Opportunity” and has completed a new case study highlighting CIS’s success with Document Locator. The conference will be held February 22 to 24 at the Salem Convention Center. CIS was formed by the League of Oregon Cities and the...
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 3-Day...
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...
Join us for this webinar exploring multiple ways to automate sophisticated contract management procedures to improve accuracy, minimize risk, and reduce negotiation cycles. This contract management webinar will be held on Thursday, November 17 at 10 am Pacific / 1 pm Eastern. Registration for this event is open at: https://info.documentlocator.com/contract-management-11172016.html This webinar will expand the conversation beyond the benefits of storing contracts electronically with a live...
Our 2017 schedule of Document Locator training classes is set! Six Boot Camp classes will be held in the ColumbiaSoft Portland Training Center, with additional classes scheduled in New York and Florida. A Masters Class will also be held in the Portland Training Center. Boot Camp is a great opportunity for document management administrators and users alike to learn Document Locator...
