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Document Management Articles

Recent Articles

May 18, 2022 | By DP Taylor

3 Best Practices for File Naming Conventions and Organization

File naming conventions allow you to simplify management, do smooth searches, and perform easy file retrieval. Here are three best practices when naming files.
May 18, 2022 | By DP Taylor

6 Best Practices for Archiving and Storing Files

As business grows, you may find yourself having files that need to be archived and stored for future reference. Here are six tips to make the process seamless.
May 18, 2022 | By Courtney Johnston

LLC Owner’s Guide to Hiring a Registered Agent

If you're planning to form an LLC, you'll need to find a registered agent. Here are three factors to consider when selecting a registered agent for your LLC.
May 18, 2022 | By DP Taylor

How to Password-Protect Your Folders

Keeping company data secure and preventing it from leaking to third parties should be a priority. Learn how to password-protect your folders to boost security.
May 18, 2022 | By DP Taylor

A Beginner's Guide to Requests for Proposal (RFPs)

The request for proposal (RFP) process requires good document control and is a key part of project planning. We break down the RFP process into four steps.
May 18, 2022 | By Elizabeth Gonzalez

Pros and Cons of S Corps vs. C Corps

S corps and C corps are popular business structures today, but which one is a better fit for your small business? Here we look at the pros and cons of each.
May 18, 2022 | By Elizabeth Gonzalez

What Is a DBA, and Should You Get One?

A business uses doing business as (DBA) when it uses a different name to operate instead of its legal name. Learn how to register your DBA in just seven steps.
May 18, 2022 | By Elizabeth Gonzalez

How to Form a Qualified Joint Venture

Married couples who run a business together may reduce their tax liability by filing as a qualified joint venture (QJV). Learn if your business qualifies as a QJV.
May 18, 2022 | By Elizabeth Gonzalez

Advantages and Disadvantages of S Corporations

An S corporation allows you to file your business taxes as a pass-through entity. Here we explain the benefits and requirements for forming an S corporation.
May 18, 2022 | By DP Taylor

4 Benefits of an Electronic Document and Record Management System (EDRMS)

An electronic document and record management system (EDRMS) allows you to organize unstructured records and information. Here are the benefits of using one.
May 18, 2022 | By Elizabeth Gonzalez

How (and Why) to Create an Operating Agreement for Your LLC

An operating agreement outlines how the business will be governed, financed, and managed. Learn why you need one and how to create one for your small business.
May 18, 2022 | By Elizabeth Gonzalez

A Small Business Guide to Electronic Document Management Systems

If your goal is to go paperless, then consider using an electronic document management system (EDMS). Here are nine ways your business can benefit from an EDMS.
May 18, 2022 | By Elizabeth Gonzalez

14 Steps to Start a Corporation

Forming a corporation gives your company stability, legal status, and access to investment capital. This guide covers how to start a corporation step by step.
May 18, 2022 | By Elizabeth Gonzalez

Document Control: A Guide for Small Businesses

Document management is the process of creating, reviewing, and modifying documents within an organization. Here's how to start a document control system.
May 18, 2022 | By Elizabeth Gonzalez

S Corp vs. LLC: Which Should You Choose?

Looking to cut your tax bill? If you have an S Corp or an LLC, there are a few things to know first. Here's how taxes are treated for each business type.
May 18, 2022 | By Elizabeth Gonzalez

A Small Business Guide to Records Management

Businesses are creating more data than ever before, and you need a solution to stay organized. The Ascent outlines the benefits of a records management system.
May 18, 2022 | By Elizabeth Gonzalez

Is Owning an LLC Considered Self Employment?

As an owner of an LLC, how should your income be taxed? The Ascent discusses what an LLC is and if owning an LLC is a form of self-employment.
May 18, 2022 | By DP Taylor

A Guide to Construction Document Management

Construction managers deal with a lot of paperwork, making document management critical. The Ascent covers six construction document management tips.
May 18, 2022 | By Elizabeth Gonzalez

11 Essential Steps to Start a Nonprofit

Are you interested in starting a nonprofit, but not sure what to do? The Ascent outlines 11 essential steps for how to start a nonprofit.
May 18, 2022 | By Elizabeth Gonzalez

6 Steps to Start a Sole Proprietorship

If you're in business for yourself, then by default, you're a sole proprietor. The Ascent details how to start a sole proprietorship as well as its benefits.
May 18, 2022 | By Elizabeth Gonzalez

4 Types of Business Partnerships: Which Is Best for You?

Planning to form a partnership? Learn more about the types of business partnerships as well as their risks with this guide from The Ascent.
May 18, 2022 | By Rose Wheeler

A Guide to Document Management for Your Small Business

Managing your business documents online is an important part of keeping your files secure. The Ascent outlines how to create a document management system.
May 18, 2022 | By Elizabeth Gonzalez

The 7 Documents You Need to Form an LLC

By forming a limited liability company, you can protect your personal assets from business debts. The Ascent covers the documents you'll need to form an LLC.
May 18, 2022 | By Elizabeth Gonzalez

A Guide to Business Documents Your Small Business Needs

As your business grows, you need to keep track of all your business documents. The Ascent goes through what kinds of business documents you should hold onto.
May 18, 2022 | By Elizabeth Gonzalez

How to Get a Business License in 6 Steps

Starting a business requires getting the appropriate type of business license. The Ascent goes through how to get a business license that's right for you.