Gestion Numérique Des Documents
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Guide de démarrage rapide sur l'utilisation de la fonctionnalité document management
Votre organisation est-elle prête à réduire les inefficacités de trois quarts ou plus ? Avec airSlate SignNow eSignature, des semaines de négociation de contrat deviennent des jours, et des heures de collecte de signatures se transforment en minutes. Vous n'aurez pas besoin d'apprendre tout depuis le début grâce à l'interface claire et aux guides étape par étape.
Complétez les étapes suivantes ci-dessous pour utiliser la fonctionnalité electronic filing system for business en quelques minutes :
- Lancez votre navigateur et accédez à signnow.com.
- Inscrivez-vous pour un essai gratuit ou connectez-vous en utilisant votre email ou vos identifiants Google/Facebook.
- Sélectionnez Avatar Utilisateur -> Mon Compte dans le coin supérieur droit de la page.
- Modifiez votre Profil Utilisateur avec vos données personnelles et changez les paramètres.
- Créez et gérez votre (vos) Signature(s) par Défaut.
- Retournez à la page du tableau de bord.
- Survolez le bouton Télécharger et Créer et sélectionnez l'option nécessaire.
- Cliquez sur l'option Préparer et Envoyer à côté du nom du document.
- Entrez le nom et l'adresse email de tous les signataires dans l'écran contextuel qui s'ouvre.
- Utilisez le menu Commencer à ajouter des champs pour commencer à éditer le document et à le signer vous-même.
- Cliquez sur ENREGISTRER ET INVITER lorsque vous avez terminé.
- Continuez à peaufiner votre flux de travail eSignature en utilisant des fonctionnalités supplémentaires.
Il ne peut pas être plus facile d'utiliser la fonctionnalité documentation management. Elle est également disponible sur vos appareils mobiles. Installez l'application airSlate SignNow pour iOS ou Android et gérez vos flux de travail eSignature personnalisés même en déplacement. Oubliez l'impression et la numérisation, le remplissage de formulaires chronophages et la livraison de documents coûteuse.
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What is document management?
Document management refers to the systematic control of documents and records within an organization. It encompasses the creation, storage, retrieval, and sharing of documents in a digital format. This process is essential for maintaining organization, ensuring compliance, and enhancing productivity. By utilizing an electronic filing system for business, companies can streamline their documentation management, making it easier to access and manage important files.
How to use document management
Using document management effectively involves several key steps. First, users can create or upload documents to a secure platform. Once the document is in the system, it can be easily filled out and signed electronically. Users can send the document for signature to relevant parties, ensuring that all necessary approvals are obtained. After signatures are collected, the completed document can be securely stored or shared as needed. This process enhances collaboration and reduces the time spent on traditional paper-based methods.
Steps to complete document management
Completing document management involves a series of straightforward steps:
- Upload the document to the document management system.
- Fill out the required fields within the document.
- Request signatures from relevant parties by sending the document electronically.
- Track the status of the document to ensure all signatures are obtained.
- Once signed, store the document securely in the system.
- Share the completed document as needed, either via email or direct access.
Security & Compliance Guidelines
Security and compliance are critical aspects of document management. Organizations must ensure that their electronic documents are protected against unauthorized access. This includes using encryption for data transmission and storage. Compliance with regulations, such as the Health Insurance Portability and Accountability Act (HIPAA) or the General Data Protection Regulation (GDPR), is also essential. Regular audits and updates to security protocols help maintain the integrity of the document management system.
Digital vs. Paper-Based Signing
Digital signing offers several advantages over traditional paper-based signing. It eliminates the need for physical storage, reduces the risk of document loss, and speeds up the signing process. Digital signatures are legally binding in the United States, provided they comply with the Electronic Signatures in Global and National Commerce (ESIGN) Act. This legal recognition enhances the validity of documents signed electronically, making digital management a preferred choice for many businesses.
Sending & Signing Methods (Web / Mobile / App)
Document management systems provide various methods for sending and signing documents. Users can send documents for signature through web platforms, mobile applications, or dedicated software. Each method allows for flexibility and convenience, catering to different user preferences. Mobile apps enable users to manage documents on the go, while web platforms offer a comprehensive view of all documents and their statuses. This versatility ensures that users can complete their tasks efficiently, regardless of their location.
Examples of using document management
Document management can be applied across various industries and use cases. For example, in human resources, employee onboarding documents can be managed electronically, streamlining the hiring process. In real estate, contracts can be signed digitally, speeding up transactions. Additionally, legal firms can utilize document management to handle case files securely and efficiently. These examples illustrate the versatility and effectiveness of document management in enhancing operational workflows.
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Signature en ligne de la FAQ
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What is document management and how does airSlate SignNow facilitate it?
Document management refers to the systematic control of documents throughout their lifecycle. airSlate SignNow simplifies document management by providing tools for creating, sending, and eSigning documents efficiently, ensuring that your business can manage its documents seamlessly. -
What are the key features of airSlate SignNow for document management?
Key features of airSlate SignNow include customizable templates, real-time tracking, and secure cloud storage. These features enhance document management by allowing users to streamline workflows, monitor document status, and ensure that all documents are stored securely and accessed easily. -
How does airSlate SignNow improve collaboration in document management?
airSlate SignNow enhances collaboration in document management by enabling multiple users to work on documents simultaneously. With features like shared access and commenting, teams can collaborate effectively, reducing the time it takes to finalize documents. -
Is airSlate SignNow cost-effective for small businesses focusing on document management?
Yes, airSlate SignNow offers competitive pricing plans that cater to small businesses. By providing a cost-effective solution for document management, small businesses can access powerful tools without breaking the bank, ensuring they can manage their documents efficiently. -
What integrations does airSlate SignNow offer for document management?
airSlate SignNow integrates seamlessly with various applications such as Google Drive, Salesforce, and Microsoft Office. These integrations enhance document management by allowing users to import, export, and manage documents across different platforms effortlessly. -
How secure is document management with airSlate SignNow?
Security is a top priority for airSlate SignNow, which employs advanced encryption and compliance measures to protect your documents. With robust security features, businesses can trust that their document management processes are safe from unauthorized access. -
Can airSlate SignNow help automate document management processes?
Absolutely! airSlate SignNow offers automation features that streamline document management processes, such as automated reminders and workflows. This automation reduces manual tasks, allowing businesses to focus on more strategic activities.


























