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Dealing with confidential electronic documents

Practically Perfect PA

A few years ago I wrote a really detailed blog about dealing with confidential electronic documents and paperwork. Today, I thought I would write an update on my blog from a few years ago and concentrate on electronic documents. Here are my ten top tips on dealing with confidential electronic documents.

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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

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How Can I Retrieve Corrupt Documents/Drawers? – Ask an Admin

Office Dynamics

Rose asks: The accounting firm I work for converted to digital document management ten years ago. When a drawer goes corrupt there are only three resolutions – restore from backup, rebuild from paper documents, or a combination of both. What procedures do you have in place to ensure you can retrieve corrupt documents/drawers? .

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Improve Workplace Productivity with Orange County Document Scanning

Small Business CEO

Document management plays an important role in this. of losses in employee productivity are due to challenges in paper-based documentation that businesses encounter. Fortunately there are businesses that provide document scanning services like Orange County Document Scanning. A 2012 survey revealed how 21.3%

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Financial Organizations Grapple With Fraud Amid the Rise of Digital Nomads

Allwork

What’s going on: A global survey conducted by Regula , a global developer of forensic devices and IDV solutions, reveals that 4 in 5, or 80%, of financial organizations worldwide are experiencing an increase in foreign document verification cases. reported being affected by this increase.

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An Admin’s Guide to Documenting Systems

All Things Admin

However, because systems are so automatic, many people don’t have them documented. So why should you document something you already know how to do? Documented systems: Allow someone else to fill in for you. A documented system allows you to mark your place so you know exactly where to begin when you return to it.

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Best Document Tracking Tools and Methods

Office Dynamics

Question: “We have so many people in my office creating and revising so many documents and swapping them around, I don’t know of the best way to ensure someone’s not grabbing the wrong one from the network—or from the person they’re teaming with. What is the best document tracking tool or method you use?

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