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Document & File Organization

Considerations in Choosing a Document Management System

Currently, there are hundreds of Document Management Systems (DMS) systems on the market. Although the basic functionality is similar, it is important to consider multiple factors before recommending an electronic record keeping system. These issues are important because they will

kjmccorry July 16, 2025October 29, 2025

Electronic Document Naming Conventions: General Guidance

Standard document naming conventions are important to facilitate better searching, access and retrieval of files and documents. It also allows for sorting of files in a logical sequence either alphabetically or numerically. Because files are arranged alphabetically or numerically it

kjmccorry July 15, 2025October 29, 2025

The Benefits of Document Management Systems

Document or content management systems (DMS) are separate cloud-based systems that specifically manage electronic data and records. DMS systems are not only for large companies. Even in smaller offices, DMS systems can effectively help organizations file, store, search and collaborate

kjmccorry July 15, 2025October 29, 2025

Digital Document Naming Conventions: Date Standards

Digital Document Naming Conventions: Date Standards

It is highly recommended for all digital documents to include a date as an element in the document name as part of the naming convention. The dates can be standardized in the international date standard numerical format with underscores(_) between

kjmccorry May 12, 2025October 23, 2025
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