Tuesday, March 21, 2023

A quick guide to help you with electronic document management

ManagementA quick guide to help you with electronic document management

The ‘document anarchy’ is always a waste of time, energy and resources for a number of companies. Choosing and sharing documents is still a major irritation and challenge in the everyday life of many workers. But it’s a literal block for some companies to win new business and to increase effectively. Poor procedures for issuing documents and monitoring can prevent the compliance of standards such as ISO 9001 and ISO 13485. Inadequate safety infrastructure that reflects the sensitivity of the data you control can also lead to system violations that have serious repercussions on business and reputation.

Print management has gradually been integrated into content management to a degree that is greater than ever, and much material is not generated by us today. Thanks to the mainstreaming of a wide variety of channels such as the internet, flash drives, tablet, etc., information of both forms has been accelerated: not only as regards additional types of media such as text versus picture versus speech files, but also how organised and thus how readily controlled it is.

Today, document management solutions, range from a small, stand-alone system to large organisational setup that can support global users. Many records processing programmes provide a way of electronically incorporating traditional physical document filing procedures. The electronic document management system software refers to:

  • Place of storage
  • Regulation of confidentiality and entry
  • Regulation of version
  • Trails of audit
  • Check-in/check-out and lock-up of records.

Print management is also a standard feature of an organisational content management environment, but it is also understood and used separately.

Is it a good idea to do it yourself?

File sharing platforms such as Google Teams or OneDrive have good multi-platform, user-friendly communication and management skills. You can set the electronic document management software up quickly and it can be ‘no cost’ or ‘no cost’ (at least, to start with). However, the dynamic file control and storage requirements of a scaling organisation will often soon be insufficient. Especially people who create, add to, or capture confidential consumer data in increasing quantities of technical documents in a variety of formats.

Is share point the right solution?

SharePoint can tend to be a reasonable alternative for those with more complicated specifications. You can define and create a solution with SharePoint that does just what you need. However, developing an integrated SharePoint system that can satisfy structured content management requirements undoubtedly requires significant development time and even assistance from experts in planning, integrating and managing the solution properly.

Therefore, when designing your own document management system, you have to consider whether you can do it with adequate complexity and efficiency at a reasonable expense. What maintenance would it take to continue its activities on a long term basis, even though you can?

Dealing with the third party software

You can deliver extremely stable, configurable and advanced DMS features through a third party content management solution, although removed the specifications and innovations. But should you be installing on-site or using a cloud-based SaaS solution?

On-site solutions require that you have your own servers and storage, which ensures that you still have to manage your own. However, you can be more assured that all your information is secure under your power. Other downsides may be the high cost of upfront installation and time to use.

Document control or document management

This is a major differentiation that brings into account the contributions of your DMS. Good record administration includes simple and scalable document store, find, update, log and exchange. Good paper controls include the establishment of access hierarchies, confidentiality, audit capability, governance of copies, analysis, acceptance and issuance protocols. Not every organisation has to reach the highest degree of record management – aeronautical or pharmaceutical firms which need to follow the standards – but many require more than the simple approach that Google Drive offers.


This can provide far more than the freedom to extend or instal storage capacity at an affordable cost. You are trying to respond with the right tools at the right time for your organisation to specific paper handling specifications. At the beginning of your business it will simply be important for your team to work together on ideas in a secure, researchable archive and shared space. However, because these proposals become actual business strategies, options and targets, the quality control framework may be more important for your DMS. This may take more specialised document management and step gating software or the potential to render auditable reports. 


Be mindful, though, that in paper control and scalability, the cheapest can entail sacrifices, whereas the more expensive ‘best-in-race’ options will threaten your versatility at key periods in your business journey.

When you upgrade to their commercial versions, so-called low-cost options such as Dropbox and OneDrive will become costly easily – because you have to instal additional seats and more room. Around the same time, you can contribute to the total costs by seeking workarounds for generic implementations – making digital signatures and other integrations work the way you like them.


A computer device and software is used to archive, monitor and track electronic records and photographs of the paper-based data collected using the document scanser. Document processing is also known as Document Management Systems (DMS).

The way your company stores, maintains, and records your electronic documentation is record management.In compliance with ISO 12651-2, “recorded information or object which can be treated as a unit.” is a document that can look a little complex, but it is very straightforward to use for years to create, distribute and use.

Now it is possible to describe record management as the programme that manages and organises documentation in a business. It includes recording, workflow, archives for records, COLD/ERM and performance systems, and information recuperation systems. Processes for recording, storing and verifying records.

An EDMS is also somewhat different from a Content Management (ECM) framework for businesses. Although both features share several, an EDMS is developed to leverage the active and complex documentation encountered in heavy businesses. In comparison, an ECM is configured to store and handle unstructured data that is subject to relatively little modification. It is not ideal for asset details and drawings.

An EDMS like Meridian will bind and advise BMIs and FM tools FAMIS 360, vX Sustain and Maintenance Relation in engineering and manufacturing to enhance organisational linkage and ensure that they are linked and maintained in the building knowledge models.

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