How to Develop A Robust Document Control? (9 Innovative Strategies)

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Written By Adeyemi Adetilewa

Nowadays most businesses rely on digital documents to take care of all types of business tasks and responsibilities. As a result, document control has become a vital aspect of business operations, which means that it is crucial to ensure that data is managed, retained, and disposed of in a way that its integrity is preserved.

Although adopting a new system can be difficult, as you may encounter a range of challenges along the way, there are a few key steps that you can take to improve document control.

9 Innovative Document Control Strategies

Below you will find some robust innovative strategies, that you can implement when looking to develop a proper document control strategy for your business.

1. Establish Goals And Objectives

It is crucial to begin by setting clear goals and objectives, that will help define your new strategy. This will ensure that a new document control system can be implemented quickly and efficiently.

Make sure you give proper time and attention to the types of issues, that you are trying to resolve. For example, you may be trying to make it easier for employees to find documents or you may be more focused on improving collaboration within your organization.

Regardless of your priorities, it is essential to spend some time setting specific goals and objectives before you implement any changes.

Document Management Processes

2. Enhance Document Management Processes

Consider your document management processes and what you can do to enhance them and get better results.

For example, if you are looking for ways to reduce the size of some of your PDF files, check out this PDF compressor from Smallpdf, which can be used to shrink files for different purposes. It can be helpful when you want to send files via email or maximize storage on your computer.

You can compress PDF files within seconds, which means that you can get things done faster and better than before. Moreover, this won’t compromise the quality of your documents.

3. Develop A Clear Implementation Plan

You won’t be able to see any changes through without developing a clear implementation plan first. Therefore, it is important to include timelines and milestones that you want to achieve, as well as responsibilities that you will need to take care of.

Also, you will need to ensure that everyone in your organization is on board with the new processes and systems that you are introducing. It can be a good idea to provide your employees with training and ongoing support so that they feel confident in handling new challenges.

4. Implement Access Control

Access control is another key thing that you will need to think about when it comes to document control. This is because implementing clear access control can help you mitigate the risk of unauthorized access, alteration, or even loss of important data.

Therefore, you should introduce a system with different levels of access, which aims to define user roles clearly and limit access to sensitive data. In addition, it can be beneficial to explore various data security practices, such as multi-factor authentication, password protection, and stronger network security.

These strategies will ensure that sensitive data will remain inaccessible to specific teams and individuals unless granted permission.

5. Embrace Cloud-Based Platforms

Thanks to cloud-based platforms, you will be able to access, share, and store documents, regardless of where you are in the world. As a result, this will make it easier to manage a remote team and ensure a good organizational system.

Apart from the added flexibility and accessibility, using cloud-based platforms will enhance data security through different features, such as encryption. Moving to a cloud-based system will also eliminate the need for physical storage, which will allow you to save time and money in the long run.

Additionally, many cloud-based solutions include cloud analytics, which can offer valuable insights into your business data management.

Conduct Regular Audits

6. Conduct Regular Audits

Conducting regular audits will help you ensure that your document control system is working as it should. Audits can be a great strategy to identify any gaps or weaknesses that you may need to address, so this will enable you to implement corrective actions.

Moreover, regular audits can be used to locate outdated or obsolete documents, which may need to be archived or removed. If you want to improve your data files’ quality further, you may also consider undertaking a cleansing process, which will check that the data is well-maintained.

7. Address Concerns

When implementing major changes, it is possible that you may need to deal with resistance from employees and other stakeholders. Therefore, it is best to take some time to address their concerns and explain the benefits of a new document control system.

Be sure to answer any questions that might come up and schedule one-on-one sessions, if necessary.

Remember that different people may have different concerns, so it is always important to tailor your message to your audience to ensure effective communication. It can also be beneficial to use real-life data and examples to illustrate your point and reassure employees.

8. Include A Disaster Recovery Plan

Ensure that you are prepared for emergency situations, that might come up, such as natural disasters, power outages, or cyber-attacks.

Creating a disaster recovery plan ensures that your business will be able to recover its most important documents and continue operating with minimal disruption in these situations. You should include a clear outline of the steps that everyone in your organization should take to deal with unexpected events.

Some of the actions that you should take include:

  • Performing a risk assessment.
  • assigning roles and responsibilities.
  • testing and updating your plan.
  • training staff.

9. Monitor And Evaluate Your Document Control Strategy

Keep in mind that introducing a new document control strategy won’t be enough unless you monitor and evaluate your progress regularly. This will help you overcome challenges more quickly and identify areas for improvement.

Also, it is advisable to refer back to your goals and objectives to confirm that you are still on track to meet them. Remember to ask employees to share their feedback and any ideas or suggestions they may have when it comes to document management.

As a result, this will help you encourage a culture of accountability and continuous improvement.

Monitor And Evaluate Your Document Control Strategy


In today’s digital business landscape, effective document control is essential. To enhance this process, consider these innovative strategies:

  • Set clear goals: Define objectives for your new strategy.
  • Optimize document management: Use tools like Smallpdf’s PDF compressor for efficient file handling.
  • Plan implementation: Create a detailed plan with timelines and training.
  • Manage access control: Implement access controls to protect sensitive data.
  • Embrace cloud platforms: Utilize cloud-based solutions for remote access and enhanced security.
  • Conduct audits: Regularly review and improve your document control system.
  • Address concerns: Handle resistance with clear communication and real-life examples.
  • Prepare for disasters: Develop a recovery plan for emergencies.
  • Monitor and improve: Continuously assess progress and gather feedback for ongoing enhancement.

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