Many business owners feel perfectly fine with filing papers in locked file cabinets and drawers, giving the key to those needing access. Others who have moved to electronic document storage have documents stored on secure servers with the ability to limit access to those files by password. Although for those not so technically inclined, setting up servers and security can be an overwhelming, time-consuming, and a costly task for small business owners wanting to shift to an electronic file management process.
One reason business owners may want to convert to an electronic document/file management process is because we live in an increasingly mobile society, and remote access to documents is not only more safe, but much more convenient than paper. Gone are the days of having to drive in to the office to grab a file or to the post office to mail it. Electronic file storage makes documents accessible from anywhere in the world.
This isn’t a new concept. Large enterprises have been using secure servers to store files for at least a decade. But, only over the last five or so years has this technology become affordable for small businesses and firms. Before, small businesses had to hire or outsource an IT staff to setup and maintain a server in house. Now, there are a number of online services that will let you create secure remote file repositories. Some services, such as ours, offers the ability to share documents and collaborate on documents with other users. Our service also lets you set permissions for each user to prevent them from accessing or even knowing that the document exists.
But there are things you should definitely consider before you choose an online file management service such as price of course, reputation, availability of support, and security. If you are a contract worker, or if you regularly request signatures, then you should seek a tool that provides a built in e-signature tool, as this is the only way you can truly go paperless and maintain an electronic file management workflow.
I’d like to hear of other features that are necessary for small businesses to further enhance the evolution of this technology. If there is a specific feature or need you have, I’d like to hear about it.