The trick to a daily document practice is not to do everything, every day. It’s to do just enough things often enough that a little bit of order starts to feel normal. Most people fail with practice that is too…
The best way to ensure that document flow errors don’t spread is to catch them before they spread. Even with errors accumulating, a document flow might look healthy on the surface. The document appears to be in the right place,…
Split Decisions When Files Feel Like Too Much. Files can be overwhelming if all the decisions seem to come at the same time. A file must be named, classified, checked for completeness, filed in its permanent place and possibly marked…
Minimizing document management problems is often more about maintaining a baseline of sequence and consistency than solving big, singular errors. A missed name, a missing approval step, the wrong folder, or a handoff dependent on recalling what happens next can…