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What Is Document Control? This Guide Will Help You…

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Vabro

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August 05, 2023

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5 min read

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What Is Document Control? This Guide Will Help You…

In any organization, whether small or large, efficient document management is important for compliance, workflow, and security of corporate content. Document control refers to the method by which documents are managed and handled through their entire lifecycle from creation, approval, distribution, revision, and archiving. Establishing document control enables businesses to eliminate errors, stay in compliance with regulations, and enhance productivity.

In this guide, we will explain how document control works and why is it important to implement it in your company.

What Is Document Control?

Document control, commonly, is a systematic and organized way in which documents are managed and retained to ensure they are accurate, consistent, secure, and up to date. This can be applied to all forms of documents namely, policy, procedures, contracts, reports and technical documents. The objective is to keep records organized, current, and accessible while preventing unauthorized changes or loss.

Key Aspects Of Document Control

  • Version Control: Ensuring the latest version of a document is always accessible.
  • Review & Approve: Documents must be reviewed and approved before their use
  • Access Control: Limiting access to authorized users only.
  • Tracking & Auditing: Keeping a record of changes for accountability.
  • Secure Storage: Preventing data loss & unauthorised access.

Why Is Document Control Important 

1. Ensures Regulatory Compliance

Various industries such as healthcare, manufacturing, and finance have strict regulatory requirements (ISO, FDA, GPDR). Document control enables organizations to comply with legal and industry regulations, minimizing penalties and legal issues.

2. Enhances Efficiency & Productivity

A proper document control system enables employees to retrieve and utilize the correct document in a short span, minimizing the time spent on searching for information as well as the errors arising from old data.

3. Enhances Data Security

Unauthorised access of sensitive documents could lead to data breaches and financial loss. With prepaper document control measures, businesses can secure sensitive information & protect intellectual property.

4. Minimizes Mistakes & Discrepancies

Using latest, approved documents through version control prevents duplication of effort and avoids the costly mistakes which result from miscommunication.

Steps To Implement An Effective Document Control System

1. Establish A Document Control Policy

Establish rules for document creation, approval, access, and storage. Make sure all employees understand why compliance matters.

2. Implement A DMS (Document Management System)

Use document control software to automatically track approval workflows and support version control. Common examples are Microsoft SharePoint, Google Drive, and specialized DMS solutions.

3. Classify & Categorize Documents

Separating the documents by type, purpose, and access levels will help you to fetch documents easily.

4. Implement Access Controls

Limit user permissions so that only those who are meant to view or edit certain documents are given access.

5. Regularly Review & Update Documents

Schedule document reviews and updates so that all information stays relevant and compliant.

Conclusion

In simple terms document control will formalize policies & procedures, improve efficiency,urge compliance & enhance security. You can bring document control in practice by implementing standard operations & procedures. Whether you are managing a small business or large corporation, having a structured document control system helps in streamlining workflows, mitigating risks and increasing productivity.

In this data-centric world, having a good document control strategy is not only a must, it is also a competitive edge.

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