Document Management Essentials For Microsoft® Word Users

Paper and PDF document marking and identificationfor the day-to-day marking of documents with COPY,
are one of the five elements of all documentDRAFT, etc. At times, the number of stamps rivaled
management systems. If rubber stamps are stillsome book collections and took up their own section
involved in your methodology, then the this article hasof a desk or drawer. In the last few years, information
even more significance.workers used headers or footers to indicate
 document purpose or intent.
Electronic documents will, some day, be ubiquitous; but,An obvious shortcoming of this method of document
for the foreseeable future, we are still using paper. Ifmanagement was that the font size was usually the
PDF files are being created, they most likely aresame size as body text and many times, smaller.
coming from your Word document. Creating a PDF fileCopier technology made this type of indicia easy to
is the equivalent of printing the file to paper and makingremove and by its nature, it was easily overlooked.
it easily readable (and printable) by anyone whoThis led to graphics in word processors in the form of
possess it. To distribute these documents without clearwatermarks and other formats to be combined with
identification as to purpose or intent poses a host ofthe text of the document. Printer manufacturers then
risks -- all of which can easily be avoided.followed by allowing users to embed a visible
Paper and PDF are often used for review, markup,watermark into the printing of the document but this
meetings, drafts and any number of other purposesfeature was not widely used because of the difficultly
for which we prefer or need to use paper. It is thenof use. While watermarks were far superior to rubber
that the first version of the document coming itsstamps, they still can be easily removed from
electronic womb -- begins the document lifecycle. Howdocuments by changing the contrast setting on copiers.
those documents are identified as to their purpose orDocument marking with graphics can be the most
intent will determine the risk in the document's lifecycleeffective method of paper and PDF document
and to a large degree, that of its "creator."identification.
When creating a document, the following should beWord Document Management Using Graphics
considered: Who gets the document? The document'sImages draw the eye and get attention much faster
purpose, How easily is the document misunderstood,and more effectively than text. With that knowledge, it
How do you convey the intent of the document to theis clear that documents should be marked in a manner
recipient?that is convenient, precludes alteration and concurrently
How to insure (as much as possible) that theconveys the document's purpose.
document is used as intended? How to ensure thatMicrosoft® Word has superior tools to effectively
the document's purpose is not misunderstood? How tocarry out this process. The WordArt functions provide
clearly convey the message with the document? a host of graphics that can be inserted into your
Having a multitude of options instantly available fordocument. The greatest degree of document security
identification makes this part much easier — keepis achieved by embedding a graphic in a document
reading.that cannot be removed by a copier's contrast setting
In the past and to some degree, the present,and does not affect the readability of the document. 
documents that require complex or multi-line legendsStampIt® for Word automates these and other
often require ordering custom rubber stamps.Word features to make document identification a
Self-inking stamps were and still are frequently usedsnap. And, it makes your documents look better too.