Why it’s time to take your documents digital
Paper workflows can have serious implications for data processing and legal security
In the digital age, where computers, spreadsheets and data storage have been around long enough that the idea of entire businesses being run on paper documents is near impossible to imagine, forms and documents are still being used in many organisations.
Printed documents that have to be completed by hand can be costly, time-consuming and slow for companies (and cause paper cuts). There is an environmental impact to also consider, with recent studies showing almost 7 in 10 sheets are eventually wasted.
The time it takes for employees to edit paper documents is a problem for businesses and makes it harder to respond to developments quickly. This can cause backlogs and clog up an operation.
With the risks involved in non-compliance as well as significant advances in document editing, management and workflow technology, it is little wonder that many companies have long since started using alternatives.
All that is needed to create forms is a word processing programme, and to save it as a PDF which will then display correctly on any operating system. A free PDF reader allows digital documentation to be accessed, and PDFs can also be viewed directly in popular browsers such as Chrome and Firefox.
Forms and documents are old school and can have serious implications for data processing and legal security. It's time to join the rest of the world and go digital.
No more data processing delays
Aside from the obvious issues with reading hand-written data from printed forms, there are also significant cost delays which can be incurred from having to process it. One example is for an employee who fills in a printed request form for annual leave. The whole process could take them up to half an hour, from finding and printing the relevant form to physically ensuring it gets to the right place.
At the other end, the processing department is likely to spend a similar amount of time on it. According to a study by IDC, processes like this account for around a third of working hours.
The resulting delay between data capture and data processing makes matters worse. Direct capture without disruption can easily overcome these issues - rather than printing out a form and getting it to the relevant department, employees can transmit a completed version directly, with the whole process being completely traceable.
According to IDC, putting in place digital-first document processes like this can boost revenue by 36%, while slashing costs by 30%. Analysts estimate that business and legal risks fall by a third when forms are electronically processed end-to-end.
Paper and printed documents can also entail legal problems. Certain aspects of data privacy make hard copy forms and printouts problematic. Without PDFs, it is very difficult to specify the authorised user group for a document. Anyone with physical access to the records, or who just happens to be standing by the printer when the document prints, has access to potentially sensitive data. Paper documents can be stolen or simply picked up with no way of tracking them down.
In comparison, electronically-produced and distributed PDF documents are considerably safer. Many providers have encryption and access options that mean unauthorised people can't read them. With access management, you can specify who can view, print or change files, and a digital signature with a timestamp can identify the sender or editor.
Companies that use PDF documents are also in the best position when it comes to providing proof of communication. Most email providers store a copy of all sent messages and attachments, so that it can be legally proved which document was sent to which address and when.
Paper is obviously disposable. When a printed form is thrown out, or worse still, shredded, this information is gone forever. There is no backup, no record to refer back to. Most employees could think back to an occasion where, by accident or not, a form was disposed of and then subsequently needed.
Companies which maintain electronic files ensure data is backed up, be it on hard drives, flash-drives or up in the cloud, eliminating the problem of lost documentation. Cloud-based systems can even be scheduled to provide automatic backups, removing the need for staff to spend valuable work-hours maintaining these electronic files.
By using PDF documents in this way, companies are solidifying their digital trail, something that is especially useful when dealing with agreement processes which may have to be referred back to, and other documents necessary for compliance.
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