Document Management - White Paper (ID 5277).pdf Jul. 2014 | Page 4

Contents
Foreword........................................................................................................................... 6
An Introduction to Document Management.................................................................. 7
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Purpose.............................................................................................................................. 7
Eliminating Paper .............................................................................................................. 7
Essential Components....................................................................................................... 7
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Long-term Value................................................................................................................. 8
The Basics of Easy Document Management..................................................................... 8
Section A: Benefits......................................................................................................... 9
Gaining the Document Management Advantage............................................................... 9
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Time Savings.................................................................................................................... 10
Case study: DSE, Ltd......................................................................................... 10
The Hidden Costs of Paper Files....................................................................... 11
Reduction of Operational Costs....................................................................................... 12
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Case study: NW Healthcare & Wellness............................................................ 12
Increased Efficiency and Productivity............................................................................... 13
Case study: Little Giant Ladder.......................................................................... 14
Privacy of Company Information...................................................................................... 15
Case study: Mangold Group.............................................................................. 16
Recovery from Data Loss................................................................................................. 16
Streamlined Business Processes..................................................................................... 17
Case study: Cypress Heart................................................................................ 17
Compliance and Accountability........................................................................................ 18
Case study: MicroPilot....................................................................................... 19
Section B: Major Features............................................................................................ 20
Understanding Digital Document Management................................................................ 20
Ease of Use...................................................................................................................... 21
Case study: BSA LifeStructures......................................................................... 21
Deployment...................................................................................................................... 22
Import............................................................................................................................... 22
Identity.............................................................................................................................. 22
Metadata, virtual folders, and dynamic views.................................................... 22
Metadata vs. folders........................................................................................... 24
Other applications of metadata.......................................................................... 25
Index searches vs. content searches................................................................. 25
Full-text searches............................................................................................... 25
Case study: Morris & Associates....................................................................... 26
Storage and Archiving...................................................................................................... 26

EASY DOCUMENT MANAGEMENT

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