At a Glance
How to Start Taking Action Toward a Paperless Office
Going paperless will always be about getting rid of file cabinets! And if you do it right, it will transform how your business stores, finds, and works with documents in a digital environment. A paperless office begins with scanning and saving files. And along the way, you will start seeing the need for automating workflows. Which usually, leads to questions about strengthening security and how to work together on something. This leads to recognizing the need for a digital solution, which is the first step. Now the work required to actually make the transition is a whole other story.
Here are the first three concrete steps an office in a paper-heavy industry can take
Step 1: Conduct a Comprehensive Paper Audit & Needs Assessment.
Before choosing a system, you need clarity. Take a hard look at how you handle documents now:
Step 2: Digitize High-Volume, Repeatable Paper Processes First.
Step 3: Implement a Centralized Digital Document Management System (DMS)
By following these first three steps – Audit, Digitize Pilots, and Implement a DMS – your office is well on its way to a more efficient, organized, and paperless future.
Docupile’s AI-powered solution keeps your files consistently and perfectly organized. Making the idea of your paperless office a real possibility!