Available in:

OnDemand Course
MP3 Download

Four Essential Best Practices of Document Management for Any Business Owner

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.

66 minutes
Course Exam
Certificate of Completion
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 35 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)

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 35 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.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 35 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.

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
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 35 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!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 409959
Published 2022
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!