When it comes to your office, especially in fields which keep paper records for their patients of clients – the level of efficiency which your office operates on can only be high if your lost files count is low! Make sense? Think about it – how much more work could you get done if your staff wasn’t constantly looking for misplaced files? Implementing an effective file tracking system within your office allows you to designate a specific bar code to each individual file that exists or that is created in your office. The information is then stored online for your staff members to easily locate the file as well as document the lifeline of the file – increasing production on multiple levels.
In the mortgage and loan industry, having an effective applicant tracking system can make a world of difference in terms of file and client management. The typical loan office generates an average of 20 new paper files for individual borrowers each month – some each day at minimum. How do you keep up with tracking each and every borrower file you have to ensure that each loan gets the attention it needs in a timely fashion?
That’s simple! By implementing an effective applicant tracking system! An applicant tracking system is a more customized form of a file tracking system. It enables you to generate a web based file for each of your paper files, logging pertinent information about each file online – as well as giving you a detailed trail of where the file currently is.
Are you looking for an effective way to manage your paper files and documents but don’t quite know too much about document management software? Well then – you’ve surely come to the right place! Understanding document management software is actually not as complicated as it may seem. First and foremost, a document tracking software can literally make your life at the office easier on so many different levels. For starters, it looks much more professional since it enables you to create labels and bar codes to place on your files, rather than disorganized looking labels made with Sharpie markers! Document management software provides an online version of every file within your office as well as the notes which each user can log in the system, telling other users where they can find a file and also what has already been done on a file with initials of the user who changed it!
In order to effectively utilize document management software, you must first understand what it actually is and how you can benefit from it. Do you find that your office staff is constantly spending time searching for files? Are your files themselves, organized in a structured order or do you have to spend more time searching through the loose pages in order to find the one document or piece of information that you are searching for? If so, you are not alone. In fact, during the course of any active business that handles paper files consistently – it is almost guaranteed that the office will go through several different file tracking systems before reaching the one that is capable of growing with the business. Effective document management software is able to host thousands of files and file labels simultaneously as well as their pertinent information. Document management software also gives you the ability the regain control over time management and production.
When it comes to effectively utilizing your document management software – it becomes a matter of what is logical and what isn’t. As anyone in the file tracking system industry can tell you – you could have the best document management software in the world, but if you do not know how to optimize it – you will probably not see much results. Here’s a brief video to give you some pointers in how to optimize your document management software.
Ready to optimize your records management software? Allow FILETACTICS the honor to help you install, implement and customize your records management software to suit your individual needs!
Let’s face it, not every office is structured the same way and neither is their files which is why having a customizable file tracking system is vital in any office that is expected to run efficiently. FILETACTICS has created a well balanced array of file tracking system and software services which can help your office manage documents more effectively, in turn, increasing production. Whether you are in the medical, legal, banking, finance or court system industry – there are plenty of benefits you can take advantage of with the FILETACTICS services.