What is the document management process?
The document management process is a system in which documents are organized and stored for the future link. This process can be basic, for example, when someone puts income in a box of shoes with a small or no organization. The process can also be highly sophisticated, for example, when the company has invented a complex set of scanners to collect, organize, and information extracted from pre -proposed forms that are assigned to reference numbers before cataloging and archived in warehouses. In both cases, the basic elements of document management were adopted. In most cases, document management is employed because the individual or the company plans to use or must be responsible for the future needs of information from the documents. Information in these documents can generally be united or grouped for some type of needs or purpose such as accounting, history or compliance.
in a small measureEach taxpayer uses the process of document administration process in organizing tax documents for annual filing. In general, documents necessary for this year will be grouped in one, easily accessible location, such as a folder in the submission cabinet. The unity of documents, such as revenue, accounts, contributions and tax forms, consists of a total request to fill in the annual tax form and has the necessary documentation to support contributions on the tax form. After the return and the attached support documentation, the resulting volume of information and documents is often placed with the tax return of the previous year, organized by the year. This is the basic form of documentation management.
Document management can also be complex, connected, more-steep Adravý. Especially for large companies that collect consumer information, effective document management is critical. For example, financial institutions often have investors involved, strict paperwork before investment. Institutions may be required regulatoryThe authorities not only to collect specific information from the client, but also to organize information in a certain way and maintain the documentation in the accessible format for a specified period of time. Therefore, this institution can use a comprehensive document management process.
In such an example, once the company receives initial paperwork, the form of cylindrical scanning can be scanned to a digital image and sent to a network of computer databases for collecting and organizing information. Hardcopes can then be assigned a reference number placed in the box according to the date and time stamp and sent to a warehouse that uses its own set of document management process. In the event of a reward, it is necessary to clarify the dispute or meet the regulatory requirement, can be easily loaded from a huge archive of similar paperwork.