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Practical sheet | REF: FIC0334 V1

Understand electronic document management (EDM) to choose the most appropriate tool

Author: Adeline RAILLON

Publication date: October 10, 2017 | Lire en français

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3. 5 steps to implementing EDM

Electronic document management is implemented in five main phases:

  • choose the solution ;

  • create filing plans and access rights ;

  • acquire documents ;

  • filing and storing documents ;

  • distribute documents.

The illustration below shows the operating principle and various functions of a DMS.

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