Four Essential Best Practices of Document Management for Any Business Owner (OnDemand Webinar)

$99.00

SKU: 409959EAU

Description

Understand the importance of document management and learn best practices that apply.Every organization uses some form of document management to store documents and other electronic content. Unfortunately, far too many organizations cannot find that same content when it is needed most. The content may reside in silos with varying levels of organization and oversight, or it may reside in a single location that has evolved into an unmanageable mess. This course will help business owners understand the importance of document management and will offer four best practices that apply to document management in any business. It will discuss the essential features of document management and the best ways to use those features. It will explore where documents can be stored as well as how document management makes it easier to comply with your various legal obligations. Finally, it will provide a roadmap for improving document management within your business.

Date: 2022-08-10 Start Time: End Time:

Learning Objectives

What Is Document Management? (10 minutes)
• Document Management Defined
• Styles of Document Management

Features of Document Management (15 minutes)
• Organizing Your Documents
• The Three Searches
• Securing Your Documents

Where to Store Your Documents (10 minutes)
• Local vs. Cloud Storage
• Benefits of the Cloud
• Are Your Documents Safe in the Cloud?

Legal and Ethical Considerations (10 minutes)
• Legal Disputes
• Document Retention

Making Your Document Management Project a Success (15 minutes)
• Know Your Needs
• Know Your Team
• Do It Right

Questions and Answers (5 minutes)

ASAP PACE ,IAAP ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Jeffrey S. Krause, Esq.-Affinity Consulting Group