Understand the importance of document management and learn best practices that apply.
Every organization uses some form of document management to store documents and other electronic content. Unfortunately, far too many organizations cannot find that same content when it is needed most. The content may reside in silos with varying levels of organization and oversight, or it may reside in a single location that has evolved into an unmanageable mess. This course will help business owners understand the importance of document management and will offer four best practices that apply to document management in any business. It will discuss the essential features of document management and the best ways to use those features. It will explore where documents can be stored as well as how document management makes it easier to comply with your various legal obligations. Finally, it will provide a roadmap for improving document management within your business.
Learning Objectives
- You will be able to identify features of document management.
- You will be able to identify places to store your documents.
- You will be able to identify legal and ethical considerations regarding document management.
- You will be able to recognize how to succeed in your document management project.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
What Is Document Management? (10 minutes)
- Document Management Defined
- Styles of Document Management
Features of Document Management (15 minutes)
- Organizing Your Documents
- The Three Searches
- Securing Your Documents
Where to Store Your Documents (10 minutes)
- Local vs. Cloud Storage
- Benefits of the Cloud
- Are Your Documents Safe in the Cloud?
Legal and Ethical Considerations (10 minutes)
- Legal Disputes
- Document Retention
Making Your Document Management Project a Success (15 minutes)
- Know Your Needs
- Know Your Team
- Do It Right
Questions and Answers (5 minutes)
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on August 10, 2022.
Call 1-866-352-9540 for further credit information.
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
CPE/NASBA - QAS Self Study 1.8 including Business Management and Organization 1.8
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Business Management and Organization for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Jeffrey S. Krause, Esq.
Affinity Consulting Group
- Senior Consultant with Affinity Consulting
- Document management and business process
- Over two decades helping other lawyers find the right technology and use it the right way
- Frequent author and speaker for bar associations across the United States
- Member of the American Bar Association and Wisconsin State Bar
- J.D. degree, Marquette University Law School, Milwaukee, Wisconsin
- Can be contacted at [email protected] or on LinkedIn @jeffreyskrause
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
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- State Specific Credit Tracker
- All-Access Pass Course Concierge
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