Do you bundle your socks together so they don’t get lonely in your drawer?
If so, you’re probably familiar with Marie Kondo by way of her best-selling book, Netflix Original Series, or your Mom.
Marie Kondo is the creator of the KonMari method of tidying up. She’s more than just an organization evangelist. She’s changed the entire trajectory of people’s lives by helping them eliminate clutter, both physical and emotional, by asking them a simple question, “Does this spark joy?” If it does, her client keeps whatever it is. If it doesn’t, they thank the item for serving its purpose and dispose of it.
How do the musings of this beloved, skirt-and-sweater clad Japanese phenom relate to your document management system?
Think about your current document organization for a moment
Does it spark joy for you and your team? Probably not.
In your heart of hearts, you know the way you’ve been organizing and managing your paper documents and digital documents isn’t the best. But it’s pretty easy, and updating your entire records management system sounds like too daunting of a task, right?
Here’s the cold, hard truth: Your business cannot afford for you to remain complacent.
To keep evolving, remain productive, and stress-free you’ll need to take the time to streamline the organization of your document management system.
“People cannot change their habits without first changing their way of thinking.”Marie Kondō, The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing
Spoiler alert #1: The same rule applies to your documents!
The more your business grows, the more documents you’ll accumulate. A higher volume of both clientele and documents means that you’ll need to develop a standardized approach to use when you organize documents.
Are you organizing because you’re overwhelmed by the volume of stuff? Or because you can’t find anything?
Organizing for organizations sake is great, but it won’t do you any good unless the new system you’ve created aligns with the needs of your company and colleagues.
“Tidying is just a tool, not the final destination. The true goal should be to establish the lifestyle you want most.”Marie Kondō, The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing
This small shift in your thinking and use of your time could save you hours of searching for your documents in all the wrong places, so why not give it a try?
When you use PandaDoc’s updated document management solution, you can easily apply the KonMari method to your entire business process. Once you’ve paired down your inventory, PandaDoc can help you automate and develop a system of organization for your files that makes the most sense for your business.
Spoiler alert #2: Our new features can help with that
With PandaDoc, you can now establish a central repository for all of your electronic documents and find the files you’re looking for, track their real-time status and pending action items, download backups, and sift through the archives faster than ever.
- Folder tree: create and nest folders in a logical hierarchy.
- Drag and Drop: organize documents and folders quickly.
- Search: find documents by name or recipient.
- Tags: help organize your documents with custom labels.
- Bulk Actions: move, download, or delete multiple docs at once.
- Filtered Lists: automatically see the status and pending action items of your docs.
When you use our folder tree, you can establish a hierarchy of folders designed to help your team divide responsibilities, automate, navigate and categorize docs, while keeping a pulse on outstanding action items. This way, they’ll never miss the opportunity to close, upsell, or renew a deal.
You can sort your files into folders by date, company or client name, type of document, project, and even create nested folders within folders.
If PandaDoc serves as a collaborative space for your team, our labelling and tagging features will help you keep your naming conventions simple to ensure quick access for everyone. After you’ve created your folders, you can establish file categories, add multiple tags/labels to your documents, and make it even easier for your team to find what they need.
You can share sales and revenue opportunities with your team by bringing important items to their attention automatically. They will become more productive and win more business once you’ve implemented an organized, secure workspace to manage their documents and collaborate in.
Are you’re ready to experience the life-changing magic of document management software?
We hope so!
Your work should spark joy, so go bundle your socks and organize your docs.