Five Misconceptions About Document Management

Winterberg, Bill
May 2011
Journal of Financial Planning;May2011, Vol. 24 Issue 5, p38
Academic Journal
The article discusses five misconceptions regarding document management using digital systems of financial planning businesses in the U.S. It mentions that the use of subfolders in a server may decrease searchability of a document. It notes the importance of having back up systems for documents. It says that clients may save copies of documents using external storage devices or encrypted cloud file storage devices. It discusses the cost effectiveness of using document management software. It says that file conversion utilities are available for document management.


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