What to Look for in Electronic Document Management
If you're thinking about going paperless -- foregoing reams of paper and rows of filing cabinets for an electronic document management solution -- keep in mind that electronic document management is more than just eliminating paper. Perhaps most critical is how electronic document management ca...
Saved in:
Published in | Journal of Financial Planning p. 27 |
---|---|
Main Author | |
Format | Trade Publication Article |
Language | English |
Published |
Denver
Financial Planning Association
01.05.2009
|
Subjects | |
Online Access | Get full text |
Cover
Loading…
Abstract | If you're thinking about going paperless -- foregoing reams of paper and rows of filing cabinets for an electronic document management solution -- keep in mind that electronic document management is more than just eliminating paper. Perhaps most critical is how electronic document management can sync up with your existing business applications. Integrating business applications and processes with a paperless solution can help financial planning firms achieve greater productivity and efficiency. Most financial planning firms are small enterprises. In order for electronic document management to help financial planning firms, it must feature out-of-the-box functionality and offer compelling value in a single package. |
---|---|
AbstractList | If you're thinking about going paperless -- foregoing reams of paper and rows of filing cabinets for an electronic document management solution -- keep in mind that electronic document management is more than just eliminating paper. Perhaps most critical is how electronic document management can sync up with your existing business applications. Integrating business applications and processes with a paperless solution can help financial planning firms achieve greater productivity and efficiency. Most financial planning firms are small enterprises. In order for electronic document management to help financial planning firms, it must feature out-of-the-box functionality and offer compelling value in a single package. |
Author | True, James |
Author_xml | – sequence: 1 givenname: James surname: True fullname: True, James |
BookMark | eNrjYmDJy89LZWHgNDQwMdA1trQw5GDgKi7OMjAwMDM1teRkMArPSCxRKMlX8MnPz1ZIyy9SyMxTcM1JTS4pys_LTFZwyU8uzU3NK1HwTcxLTE8FMXkYWNMSc4pTeaE0N4Oim2uIs4duQVF-YWlqcUl8UWpBflFJcbyRobmpmaGBubkxMWoAju0zVA |
ContentType | Trade Publication Article |
Copyright | Copyright Financial Planning Association May/Jun 2009 |
Copyright_xml | – notice: Copyright Financial Planning Association May/Jun 2009 |
DBID | 3V. 4S- 7WY 7WZ 7X1 7XB 87Z 8A9 8AO 8FK 8FL 8G5 ABUWG AFKRA ANIOZ AZQEC BENPR BEZIV CCPQU DWQXO FRAZJ FRNLG F~G GNUQQ GUQSH K60 K6~ L.- M0C M2O MBDVC PADUT PQBIZ PQBZA PQEST PQQKQ PQUKI PYYUZ Q9U S0X |
DatabaseName | ProQuest Central (Corporate) BPIR.com Limited ABI/INFORM Collection ABI/INFORM Global (PDF only) ProQuest Accounting, Tax & Banking Collection ProQuest Central (purchase pre-March 2016) ABI/INFORM Collection Accounting & Tax Database (Alumni Edition) ProQuest Pharma Collection ProQuest Central (Alumni) (purchase pre-March 2016) ABI/INFORM Collection (Alumni Edition) Research Library (Alumni Edition) ProQuest Central (Alumni) ProQuest Central Accounting, Tax & Banking Collection ProQuest Central Essentials ProQuest Central Business Premium Collection ProQuest One Community College ProQuest Central Korea Accounting, Tax & Banking Collection (Alumni) Business Premium Collection (Alumni) ABI/INFORM Global (Corporate) ProQuest Central Student Research Library Prep ProQuest Business Collection (Alumni Edition) ProQuest Business Collection ABI/INFORM Professional Advanced ABI/INFORM Global Research Library Research Library (Corporate) Research Library China One Business ProQuest One Business (Alumni) ProQuest One Academic Eastern Edition (DO NOT USE) ProQuest One Academic ProQuest One Academic UKI Edition ABI/INFORM Collection China ProQuest Central Basic SIRS Editorial |
DatabaseTitle | ABI/INFORM Global (Corporate) ProQuest Business Collection (Alumni Edition) ProQuest One Business Research Library Prep ProQuest Central Student ProQuest Central Essentials SIRS Editorial ProQuest Central (Alumni Edition) ProQuest One Community College Research Library (Alumni Edition) Accounting & Tax ProQuest Pharma Collection ABI/INFORM Complete ProQuest Central ABI/INFORM Professional Advanced ProQuest Central Korea Accounting, Tax & Banking Collection (Alumni) Accounting & Tax (Alumni Edition) ProQuest Research Library Research Library China ABI/INFORM Complete (Alumni Edition) Business Premium Collection ABI/INFORM Global ABI/INFORM Global (Alumni Edition) ProQuest Central Basic ProQuest One Academic Eastern Edition ABI/INFORM China ProQuest Business Collection Accounting, Tax & Banking Collection ProQuest One Academic UKI Edition ProQuest One Business (Alumni) BPIR.com Limited ProQuest One Academic ProQuest Central (Alumni) Business Premium Collection (Alumni) |
DatabaseTitleList | ABI/INFORM Global (Corporate) |
Database_xml | – sequence: 1 dbid: BENPR name: ProQuest Central url: https://www.proquest.com/central sourceTypes: Aggregation Database |
DeliveryMethod | fulltext_linktorsrc |
Discipline | Business Political Science |
ExternalDocumentID | 1710328251 |
Genre | News |
GeographicLocations | United States--US |
GeographicLocations_xml | – name: United States--US |
GroupedDBID | -~X 29K 3V. 4S- 5GY 7WY 7X1 7XB 8A9 8AO 8FK 8FL 8G5 8R4 8R5 8VB 9M8 ABUWG AEMOZ AFKRA AKVCP ALMA_UNASSIGNED_HOLDINGS ANIOZ AZQEC BENPR BEZIV BKOMP BPHCQ CCPQU D-I DWQXO EBA EBE EBR EBU ECR EMK EPL FRNLG GNUQQ GROUPED_ABI_INFORM_COMPLETE GROUPED_ABI_INFORM_RESEARCH GUQSH IRD ITF ITG ITH K1G K60 K6~ L.- M0C M2O MBDVC OHT PADUT PQBIZ PQBZA PQEST PQQKQ PQUKI PRG PROAC Q2X Q9U QF4 QM6 QN7 QWB RWL S0X TAE TH9 TN5 ZL0 |
ID | FETCH-proquest_reports_2175610773 |
IEDL.DBID | BENPR |
ISSN | 1040-3981 |
IngestDate | Fri Sep 20 09:04:09 EDT 2024 |
IsPeerReviewed | true |
IsScholarly | true |
Language | English |
LinkModel | DirectLink |
MergedId | FETCHMERGED-proquest_reports_2175610773 |
PQID | 217561077 |
PQPubID | 4849 |
ParticipantIDs | proquest_reports_217561077 |
PublicationCentury | 2000 |
PublicationDate | 20090501 |
PublicationDateYYYYMMDD | 2009-05-01 |
PublicationDate_xml | – month: 05 year: 2009 text: 20090501 day: 01 |
PublicationDecade | 2000 |
PublicationPlace | Denver |
PublicationPlace_xml | – name: Denver |
PublicationTitle | Journal of Financial Planning |
PublicationYear | 2009 |
Publisher | Financial Planning Association |
Publisher_xml | – name: Financial Planning Association |
SSID | ssj0006559 |
Score | 3.2147565 |
Snippet | If you're thinking about going paperless -- foregoing reams of paper and rows of filing cabinets for an electronic document management solution -- keep in mind... |
SourceID | proquest |
SourceType | Aggregation Database |
StartPage | 27 |
SubjectTerms | Document management Electronic documents Financial planners Financial planning Integration |
Title | What to Look for in Electronic Document Management |
URI | https://www.proquest.com/docview/217561077/abstract/ |
hasFullText | 1 |
inHoldings | 1 |
isFullTextHit | |
isPrint | |
link | http://utb.summon.serialssolutions.com/2.0.0/link/0/eLvHCXMwfV3fS8MwED7mBuLbnIrbVE7wNdSuv-LTUOkcokNEYW8jaVIQpJ3S_f_edWkVRF8TCPl53-XuSz6AC0KBUNtciTy8lCIMrBJS0y1F-nmiMqusqbUIHhfx_DW8X0bLDtw1b2GYVtnYxNpQmzLjGLlHrjNDfZJ4SnMQIKu86fpDsHwUp1mdlsYO9FiolbZ37yZdPD23RjmOat00nwl0wZX0f5neGk9mfRgSRhiLP4JmeL1dw33o2GIAuw0jfQB9x1FT7-hO4gFM-MttrEp8ICcZyfHEtwLTVtIGCTs2HPfDb3rLIZzP0pfbuWh6tHL5glU76OAIukVZ2GNAS9dZqalYKj_0J1oaOjmJUTqIrInjbAijv9sZ_Vc5hr1troTpfCfQrT439pQgt9Jnbjq_AJFRiSQ |
link.rule.ids | 313,786,790,797,21529,33771,43829 |
linkProvider | ProQuest |
linkToHtml | http://utb.summon.serialssolutions.com/2.0.0/link/0/eLvHCXMwfV1LS8QwEB50F9Tbuiru-hrBa9FsX_EkKl2qdovICnsrSZOCIK2P7v930k2rIHpNIOQ1801mPvIBnBEKeFIXwim8C-54rhYOl_RK4awIRa6FVo0WwSwN4mfvfuEvLDfn09IqW5_YOGpV5SZHfk6hs4H6MLx6e3eMaJQprloFjXXom3oWXer-TZQ-PnWuOPAbtTRmaHPuJWe_HG6DItMBjAgZlMYfqTK8Xp3cNqzpcggbLQ99CAPLTBOvaO1vBybmo22sK0woNEYKN_GlxKgTskFCjKXJ9uE3qWUXTqfR_DZ22hlltkqQdUt196BXVqXeB9T0iOWSmrlgHptIrsheQiWk62sVBPkIxn-PM_6v8wQ24_ksyZK79OEAtlbVEkPoO4Re_bHURwS6tTy2W_sFaqeIWQ |
openUrl | ctx_ver=Z39.88-2004&ctx_enc=info%3Aofi%2Fenc%3AUTF-8&rfr_id=info%3Asid%2Fsummon.serialssolutions.com&rft_val_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Ajournal&rft.genre=article&rft.atitle=What+to+Look+for+in+Electronic+Document+Management&rft.jtitle=Journal+of+Financial+Planning&rft.au=True%2C+James&rft.date=2009-05-01&rft.pub=Financial+Planning+Association&rft.issn=1040-3981&rft.spage=27&rft.externalDocID=1710328251 |
thumbnail_l | http://covers-cdn.summon.serialssolutions.com/index.aspx?isbn=/lc.gif&issn=1040-3981&client=summon |
thumbnail_m | http://covers-cdn.summon.serialssolutions.com/index.aspx?isbn=/mc.gif&issn=1040-3981&client=summon |
thumbnail_s | http://covers-cdn.summon.serialssolutions.com/index.aspx?isbn=/sc.gif&issn=1040-3981&client=summon |