Credit union document management: 5 secrets to stay organized

The Band-Aid market took a hit when electronic document management entered the picture. It wasn’t too long ago (and in some cases may still be a reality) that a back room, or even small closet, was full of filing cabinets. By day, summer interns would be confined to those four walls. And by night, they would be nursing the paper cuts. Going paperless shouldn’t mean that unorganized files simply moved from a messy physical desktop into a messy computer desktop… implementing a few tips, your credit union document management strategy can be organized and efficient.

Documents should be easy to archive and easy to find benefitting both the credit union and your members. Saving paper and keeping costs down should come naturally within credit union software. From reports to loan documents and member statements, seamless integration spells efficiency. Here are five suggestions for organizing your document management solution.

1) File names matter.
Back in the day, it was easy to put a piece of paper into a manila folder and toss it in the file pile. Take the extra 30 seconds necessary to properly name the files so your staff can easily recognize the document.

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