Every company or organization generates huge quantities of documents. To ensure proper tracking of version numbers, secure archiving and rapid retrieval, it’s essential to organize the paperwork efficiently. By streamlining the organization of documents, it is easier to manage and locate documents, which aids in decision-making and problem-solving. It also reduces costs associated with manual data entry and processing.
To streamline your documentation workflows, start by creating a document workflow model. This will detail the steps of your workflow and the people who will be involved in each step, as well as what kind of documents you’ll need to complete and then send out. Then, you can use a low-code workflow software such as frevvo to automate your process by uploading and digitizing documents. Once your documents are digital, they can be easily shared across teams, and the users will be able to sign them using their electronic signatures. This eliminates the need to print and fax them, which reduces time and improves collaboration.
A simplified workflow for document management can also help you reduce your paper consumption by as much as 70 percent. It will also allow you to increase efficiency by decreasing the number of steps and handoffs that are part of your workflow, resulting in better project timeliness. Document automation can also decrease human error through the elimination of repetitive manual tasks. It also reduces the risk of misplacing or lost documents.
Streamlining document processing also fosters the creation of a more connected and data-driven environment. This leads to better communication between team members, allowing them to collaborate and take informed decisions based on precise data. It also helps you adhere to regulatory requirements, improve compliance and monitor changes over time in records.