Getting Started with Document Management

Watch the webinar series and take the easy path to getting started.

There’s a lot going on in the world of document management. It can be hard to know where to start with your document management project—or where to go next.

Getting started with document management doesn’t need to be complicated. That’s where the document management experts at HelpSystems come in. We’ve developed a curriculum designed to help you make it as easy as possible to get your document management project off the ground.

Fill out the form to access all four recorded webinars—and watch them at your leisure. 

Getting Started with Document Management

The Right Plan

Document management projects fail—if you have the wrong plan. In this webinar, you’ll learn how to set your project up for success with the right plan.

Levels of Capture

Don’t just scan documents. Configure your document management system to capture them for you. In this webinar, you’ll learn how to find the right level of automation to ease your document capture process.

Smart Document Routing

Escape from document routing hell—and find a better way to get your documents from A to B (and so on). In this webinar, you’ll learn how to make sure you can always find your documents, no matter where they are.

The Secret to Long-Term Savings

Pssst. Paper documents aren’t the only thing wasting your time and money. Entering customer information manually and laboring over documents like invoices take away from your bottom line. In this webinar, you’ll get the secret to long-term document management savings.

AP Automation

Find out how to pay invoices faster, make vendors happy, and keep your budget on track. 

“The software gives the IT department a way to make processes more efficient. If we didn’t have this tool, we’d be doing a lot of stuff manually. HelpSystems came up to bat and hit a home run.”

IT Manager
Major Steel Supplier

Meet Your Presenters

Richard Schoen, Director of Document Management Technologies

Richard Schoen has over 27 years of experience in development, integration, document management, and process automation across platforms. Today, Richard serves as the resident document management guru and business process automation expert.


Greg Schmidt, Senior Technical Solutions Consultant

Greg Schmidt is a 15-year veteran in document, forms, and process management. Today, Greg specializes in process management and helps companies automate everything from data capture to business processes. Best practice guidance for implementation and solution expansion is one of his top priorities.