Location

One of the key pieces of information that you need to decide on when working on a document management system is the location of all your documents. Do you want your files set up by clients, by correspondence, by billing types, by employees? How is it that you are filing in your office? Do you want your physical files to be filed the same way as your computer files? It is essential that each file within a folder within a cabinet be labeled correctly. Make sure that you take extra precautions when you are making the layout of where your want your files stored.