Free Assessment - VitalPro Docs

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How do your current document management practices stack up?

Document Management Self-Assessment

Document Storage

1. Where do you primarily store your important documents?

2. Do you have a backup system for your documents?

3. How frequently do you perform backups?

Document Organization

4. How are your documents organized?

5. Can you locate critical documents within 5 minutes?

6. Do you have a consistent naming convention for your files?

Document Expiration Tracking

7. How do you track document expirations (certifications, licenses, immunizations, etc.)?

8. Have you ever missed a document renewal deadline?

9. How far in advance do you typically get reminded of document expirations?

Document Sharing & Security

10. How do you typically share sensitive documents with others?

11. Do you password-protect sensitive documents?

12. Have you ever experienced unauthorized access, loss, or theft of important documents?

Your Information

Please provide your contact information:

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