Document management is the practice of storing, organizing, securing, and retrieving documents and other types of electronic content in a systematic and efficient manner. It involves the use of technology, processes, and policies to manage the lifecycle of documents, from creation to disposal.
Document management involves several key activities, including document capture, indexing, storage, retrieval, distribution, and archiving. It requires the ability to categorize documents based on their type, purpose, and other relevant metadata, and to manage access to documents based on security and permission settings.
Document managers are responsible for ensuring that documents are managed in a manner that meets regulatory requirements, industry standards, and organizational policies. They work closely with other departments within an organization, such as legal, finance, and operations, to ensure that all documents are managed in a coordinated and integrated manner.
Effective document management can help organizations achieve several benefits, such as increased efficiency, reduced costs, improved compliance, and enhanced collaboration. It enables organizations to organize and access documents more easily, share information more effectively, and ensure that documents are stored and managed securely, while also reducing the risk of document loss or unauthorized access.