Papertrail
Take the Work Out of Paper – Digitise Today

As businesses attempt to become less reliant on paper, they need to ensure their digitising efforts are successful. The process of digitising records can be a daunting task, but with careful planning and execution, it can be a smooth transition. Here are some tips to help you make the switch from paper filing to digital records:

Define Your Goals

Before you start digitising your records, it’s important to define your goals for the process. What are you hoping to achieve? Are you looking to save time and money, improve efficiency or make it easier to find information? Once you know what you’re aiming for, you can tailor your digitisation efforts to meet those goals.

Assess Your Current Situation

Before you start digitising your records, take an inventory of your current situation. What kind of records do you have? How are they currently organised? What systems are in place for handling and storing information? Taking the time to assess your current situation will help you make a smooth transition to digital records.

Choose the Right Tools

There are many different tools you can use for digitising records, from simple scanning software to complex document management systems. It’s important to choose the right tool for the job, and make sure it’s compatible with your existing systems.

Our PaperTrail electronic document management solution is the perfect tool for digitising your records, and it’s compatible with a wide range of software including Microsoft Office and Adobe Acrobat. It is a cloud-based solution that makes it easy to manage your documents online. You can access your documents from anywhere in the world, and you can easily share them with colleagues or clients.

Train Staff

For digitisation to be successful, staff need to be trained on how to use the new tools and systems. Make sure you have a training plan in place and provide staff with the resources they need to make the switch to digital records.

Manage Expectations

It can take time for businesses to adapt to changes in technology, and the same is true for digitising records. Don’t expect everything to be perfect from the start. Manage expectations and give yourself time to make the switch to digital records.

Digitising: The Benefits for Your Company

There are many benefits to digitising your records, including:

Let PaperTrail Help You Make The Switch Today

Making the switch from paper filing to digital records can be a daunting task, but with careful planning and execution, it can be a smooth transition. At PaperTrail, we can help you make the switch to digital records and manage your transition smoothly.

The next steps in the Digitising process will naturally encompass Workflow, Signing and Records Management.

It is here where earlier Digitising efforts begin to pay dividends in streamlining processes and taking advantage of PaperTrail Modules to achieve the significant results and improvements brought about by the initial Digitising initiative.

PaperTrail is well poised to assist in this part of the strategic Digitising journey with PaperTrail Workflow, PaperTrail Sign, PaperTrail Dashboards and PaperTrail Records Management Modules.

For more information, please contact us today.[TABS_R id=207519]

Losing data because of poor filing?

You need a system that keeps every document in its place.
PaperTrail is a powerful electronic document management system that
supports and organises your critical business processes.

Powerful Enterprise Content Management

Spend less time managing paper and more time managing processes.

Automate business operations ensuring compliance and increase efficiencyCustomisable workflows and powerful form capabilityAllocate incoming correspondence to initiate business procedureCollect critical data for customised reports and intelligent searchingEasily manage permission structures allowing limited access to sensitive informationIOS and Android compatibilityElectronically sign and send documentsSignature compliance in terms of both ECT Act and POPITight integration to MS Office and OutlookCustomised third party system integration

Go paperless. Make the switch today.

Where to find us

For support: support@egis-software.com | For sales: sales@egis-software.com

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Highlands North,
2192
Tel: 011 880 4411

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10 Park Lane, Grosvenor Square,
Century City, Cape Town
Tel: 021 913 1221

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Tel: +64 (0)21 646 767 OR
+64 (0) 2239 27507

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