Documents Management

Document management is part of records management, however not all records are documents. Confused yet?

Documents and records need to be managed with the best intentions at hand, which means an established, governed process based on organizational efficiencies and best practices.

At Envision IT, we simplify document and records management, helping you make sense of document management concerns, designing strategies for digital file management including capturing, storing, modifying and, of course, sharing. We are experts in configuring SharePoint and Microsoft 365 to align with your document and records requirements. We work with you to ensure compliance at each point in the content lifecycle. The steps we take include:

• Document Governance Assessment
• Document and Records Discovery Assessment
• Defining a Document and Records Management Architecture Plan
• Implementation of the Plan
• Monitoring and maintenance of Implemented Plan

We specialize in designing and implementing document and records management to:

• Leverage workflow and process
• Empower users
• Improve corporate governance
• Simplify search
• Maintain file organization
• Incorporate labels, tags and retention

Documents is one of the products developed by our sister company, Extranet User Manager (EUM), that makes it easy to share and retrieve documents within Microsoft 365.

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