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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Document management checklists- To Do Lists for document management

 

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Document Audit Checklist

The following Document Audit Checklist is designed in the form of action plan that consists of statements about document audit and control. It will be helpful for people involved in records management as well as for any person who needs to take care of the quality of daily paper work. Document Audit Checklist

Document Audit Checklist

Document Control Checklist

This Document Control checklist can help corporate managers to establish system for checking, reviewing and updating documents within workflow of their organizations. This Document Control checklist provides suggestions that can be considered as document control example of requirements, objectives and techniques.    Document Control Checklist

Document Control Checklist

Document Quality Checklist

This Document Quality checklist is a brief guide through how to establish the process of checking the organization’s documents for their correctness and appropriateness in terms of different aspects which are critical for these documents to be accepted and used. Generally, this Document Quality checklist embraces specific matters of composing the Document Quality Assurance Plan, including its model (review cycle) and methods.   Document Quality Checklist

Document Quality Checklist

Document Retention Checklist

Document Retention Checklist is created for executives who wish to know which of their business documents should be archived and retained for periods of time (for audits and other needs). With a help of this checklist you can learn what documents need to be kept and for how long. Document Retention Checklist

Document Retention Checklist

Document Review Checklist

This document review checklist is designed to help specialists who have a duty to review and check documents to ensure their technical precision, correctness of content, readability etc. You can learn this document review checklist to study steps of document review cycle, details of workflow and methods used to inspect documents for correctness in terms of their design, credibility and content, so that they match certain quality standards.  Document review checklist

Document review checklist

Document Revision Checklist

Revising a document is often a more time-consuming task than writing this document. The author (student, analyst, project manager, copywriter, etc.) who needs to be sure his/her work is correct and accurate can use this Document Revision Checklist that describes a 3-step approach of the document revision process. Document Revision Checklist

Document Revision Checklist

Document Planning Checklist

Document Planning Checklist is created for company managers who would like to establish new specific kind of documents for internal company use or just to collect information for ordinary documents. This checklist includes points that should be considered in order to plan document's purposes, content, use and roles

DocumentPlanningChecklist.zip 6,5 Kb


Document Proofing Checklist

Such procedure as document proofing requires extensive testing of modifications made to a document as well as creation of document versions. Read the following Document Proofing Checklist to learn basic tasks for doing the procedure.   Document Proofing Checklist

Document Proofing Checklist

Annual Report Checklist

Most organizations require producing an annual report showing the results achieved at the end of the year. Your company may also need to create such a report in order to deliver information on performance, operations and profits to stakeholders. Read the Annual Report Checklist to find out the main sections of an annual report and learn a series of annual report guidelines. Annual Report Checklist

Annual Report Checklist

Business Letter Checklist

When you need to compose a business letter to your partner or customer, you need to think it over carefully and remember to follow the rule of four "C". It states that the letter should be: complete, concise, correct and clear. Using the business letter checklist you can establish fine business connections with your partners and customers. Sales Presentation Template

EmployeeBusinessTripChecklist.zip 4,2 Kb

Wedding Photography Checklist

Business Proposal Checklist

Writing business offers means conveying your message to the target audience in order to promote and sell a product/service. Read the shown below Business Proposal Checklist to find out how to create a winning business proposal. Business Proposal Checklist

Business Proposal Checklist

Electronic Records Management Checklist

This checklist is a good guidance to manage electronic documents, records and information that are used in your daily practice. The guidance refers to any items of electronic records flow created in the process of your work.

ElectronicRecordsManagementChecklist.zip 4,3 Kb


Partnership Agreement checklist

Partnership agreement checklist is created for business owners who are going to sign a partnership agreement and want to study the issues which such agreement should cover. Without explaining partnership agreement pros and cons, this partnership agreement checklist explains what major areas should be considered within partnership agreement to establish proper business relationships, realizing all partnership agreement advantages along with avoiding common partnership agreement issues .

PartnershipAgreementchecklist.zip 6,5 Kb


Report Writing Checklist

Report writing is an essential process that usually addresses a problem and recommends a solution. The process can be used in both business management and project management. This Report Writing Checklist will tell you how to investigate a problem, gather facts, analyze data, and present your recommendations in the form of report. Report Writing Checklist

Report Writing Checklist

Report making checklist

Well-designed and timely submitted report demonstrates the employee's responsibility perception that positively reflects on his reputation. Reports should be readable, short and comprehensive. The Report making checklist is aimed to assist employees to build report simply and rapidly in easy-to-read format. This checklist can be applied for creating any type of report as it describes fundamental rules for report building.Career Development Checklist

Report making checklist

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