Want to get more out of your document management solution? Here are a few tips and tricks to keep up your sleeve!

Getting More From Document Management

Although document management is a powerful, effective, efficient tool all on its own, you can get even more from this solution if you know how to leverage it just right.

But what does that really mean?

First, decide what you want to get more of. Then, check out these tips for maximizing that benefit by using document management in all the right ways:

More Automation

If you're looking for ways to get rid of mundane, repetitive tasks, document management has just what you need.

Document management allows you to automate many parts of your workflow. For example, you could streamline your entire invoicing process by having your document management system automatically capture data, trigger review phases, and more.

More Simplicity

Workflows are the beating heart of your business, and document management can make them even better.

Sure, document management on its own creates plenty of workflow benefits--but to get even more simplicity, look for ways to cut out extra steps. You might decide to rearrange the order of tasks and assign them to stakeholders based on what can be done simultaneously, thereby saving time and eliminating extra work for your teams.

More Integration

Want all your tech tools to work together? Document management can help you do that.

Your printer is a great place to start. Many printers allow you to connect apps and software, like those you use for document management. This helps you scan documents right to their permanent home, make copies and send them to the appropriate users, and more.


Document management comes with plenty of benefits straight out of the shelf. However, if you want to maximize your investment, you need to know how to leverage document management for your unique needs and workflows--and that means using tips like these.

Interested in document management? Contact us today to take the first step!

Why EBP?

At EBP, it’s our mission to help you print outside the box. Beyond copiers and printers, we provide the customized solutions, services, software and workflow that streamline your company’s processes to help you work smarter, not harder.

As your dedicated, full-service partner, our entire team is committed to exceeding your expectations on every level. We are family-owned, driven by family values and proud to be part of the Ricoh USA family group, recognized industry-wide for our organization's excellence in service year after year. Simply put, we’re here to help - every day and in any way that we can. 

Learn more about our NPS score


Top 10
World Class 2019
World Class 2020

Contact Us

Type your phone number here.
Type any comments you have here.

Four Locations To Serve You

Latham (Albany, NY)
4 Airport Park Blvd. P.O. Box 926
Latham, NY 12110
Liverpool (Syracuse, NY)
4709 Crossroads Park Drive Suite 108
Liverpool, NY 13088
Rochester, NY
302 N. Goodman Street Suite E201
Rochester, NY 14607
Vestal (Binghamton, NY)
1901 Vestal Parkway Unit 1 South West
Vestal, NY 13850