In the era of digital transformation and organizations' reliance on digital technologies, preserving paper documents is no longer the optimal choice. This is especially true in light of the increasing volume of data, the complexity of operations, and the need to access information quickly and flexibly while providing the highest levels of security for these documents. This is where electronic archiving comes in, one of the fundamental pillars that can be relied upon to ensure information sustainability within various organizations.
In this article, we will learn about the best practices for electronic archiving to ensure information sustainability within organizations and its impact on workflow through the use of advanced archiving systems such as DocSuite.
The Importance of Electronic Archiving
Electronic archiving has become a fundamental part of work within organizations, due to its ability to achieve operational efficiency and accelerate the pace of work efficiently and effectively. This is due to the availability of the following factors:
Reducing reliance on paper documents, which contributes to saving costs and resources.
Easy access and retrieval, due to the preservation and organization of documents. This makes the process of searching and accessing any information more flexible and easy than before.
Information security and electronic document management provide features that define permissions and encryption, as well as the ability to monitor documents and detect any changes made to them.
Achieving compliance: Many government policies impose regulations and standards on organizations for data preservation and management, which electronic archiving systems such as DocSuite provide.
Modern Standards in Electronic Archiving
Making the most of electronic archiving depends on a set of modern standards that help build a robust and effective system that contributes to improving document management efficiency. These standards are:
High-quality scanning
The electronic archiving process begins with the provision of high-quality document scanning technologies, as provided by DocSuite. This system provides a scanner for paper documents, making them searchable and editable, facilitating the process of indexing and searching documents based on the keywords contained within them.
Indexing and Classifying Documents
Indexing is the process of linking documents to information or metadata that facilitates their easy classification. Indexing documents is the foundation of electronic archiving systems. Indexing and classification do not rely solely on storing documents in folders. Archiving systems, like DocSuite, provide a system for classifying and indexing documents based on a number of data points, such as:
Document type (contract, invoice, report).
Date of document creation and dates of any modifications.
Relevant keywords.
Department or department responsible for each document.
Projects and clients.
DocSuite provides an efficient and accurate system for indexing and classification, and develops a plan for structuring documents in a manner consistent with the workflow within various institutions. This contributes to maximizing document management, record keeping, and facilitating information retrieval at any time.
Managing Access Permissions
Old-fashioned paper record keeping allowed anyone to view them, exposing these documents to the risk of loss, damage, or theft, negatively impacting the organization's workflow. However, electronic archiving systems like DocSuite provide protection and security for efficient document management through the following:
Encrypting data during transmission or storage.
Limiting access to only those responsible for document management.
The ability to track all document activities, such as who accessed them, any modifications made, etc.
Document backups help organizations fully recover documents in the event of any theft or loss.
All of these factors improve document management and maintain business continuity.
Document Lifecycle Management
Documents go through a lifecycle within organizations, starting from their creation, through the stages of modification and review, and ending with their final archiving or deletion, depending on business needs. The DocSuite electronic archiving system supports this cycle through the following:
Maintaining copies of all document versions, making it easy to track all modifications and return to previous departments if necessary.
Defining the retention period for each type of document, based on the organization's work policy. Documents are then securely deleted after the specified period has expired.
Integration with other systems
Electronic archiving systems improve the efficiency of professional document management, thanks to their ability to integrate with various systems such as ERP, accounting, human resources, and others. This enhances the flow of information, improves document management between different departments, and facilitates information retrieval faster than traditional methods.
Advanced Search
One of the goals of using electronic archiving systems is to accelerate information retrieval through advanced search techniques, which DocSuite provides. This allows users to search by metadata, text content, or filter results.
DocSuite is a comprehensive solution for electronic archiving.
DocSuite stands out as a leading solution in the field of document management and electronic archiving, thanks to its comprehensive set of features and tools. These features ensure that organizations can efficiently and professionally preserve records, manage documents, and retrieve information. These tools include:
Advanced Scanner: DocSuite offers powerful document scanning tools, along with an image editor. It also integrates OCR technology, which facilitates easy text searches for any document.
Information Cards and Indexing: DocSuite allows you to add customizable metadata to documents.
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