Best Practices
Articles about best practices from the Ademero team.
5 articles
Document scanning best practices: a practical checklist
The settings to use for each kind of document, how to prepare and batch the paper, when separator sheets still make sense, how to name files, which PDF to keep, and how to check a batch before the originals go away.
9 min read
Invoice processing best practices: a checklist from intake to export
Six stages every invoice goes through, what to decide at each one, the checks that catch duplicates and fraud, and a plan for the exceptions that eat most of an AP team’s week.
9 min read
Document metadata: design the fields once, and let them do the work
A few well-chosen fields drive search, folders, file names, permissions and retention. An HR department designed field by field, with where every value comes from.
5 min read
Document security best practices: what to fix first
Most document leaks are not clever. The six controls that stop them, in the order to put them in, worked through on one company in one week.
6 min read
Document retention policies: build a schedule you can actually run
A worked sample schedule for a 150-person company, the federal periods it rests on, legal holds, and how to make disposal happen on its own.
6 min read
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