Keeley Shree • February 15, 2024

2 DOCUMENT MANAGEMENT TOOLS FOR ENTREPRENEURS

Tools for keeping organized

Running a business means keeping track of countless documents. One area of stress for many entrepreneurs is document management—keeping files organized and collaborating effectively with team members and clients. I want to share two powerful tools that can help you streamline your document management process and create efficiency in collaboration: Google Drive and Box.


1. Google Drive: 

Google Drive is a cloud-based file storage and collaboration platform that offers a suite of productivity tools, including Google Docs, Sheets, and Slides. This seamless integration with other Google tools like Gmail and Calendar makes collaboration a breeze. Share documents, spreadsheets, and presentations files in real-time with your team, track revisions, and access them from any device. Ideal for entrepreneurs looking for a user-friendly solution that integrates with their existing Google ecosystem.


Even before I launched my business, I started saving and organizing files I would need to a new Google Drive account, specifically for my business. My favorite thing about Google Drive is that you can open and edit Microsoft documents without having the cost of a Microsoft account. This was huge for me transitioning from my corporate job to becoming an entrepreneur and was one less thing I had to buy. 


I started with the Business Starter plan that also allows you to create custom email addresses with your domain name, adding to your businesses’ professionalism. 


It has also been great for collaborating with my clients on their projects and saves time for meetings, as we can comment within the Google documents and get real-time updates from each other. 


Check out Google Drive
https://www.google.com/drive/

2. Box: 

Box is another cloud-based file storage and collaboration platform that's designed for businesses of all sizes. Box offers advanced security features and data encryption to ensure your confidential documents remain safe, making it ideal for businesses that require strict security and compliance standards. It also has features to automate workflows and get e-signatures. Whether you're working on a project with your team or collaborating with external partners, Box provides a centralized platform for efficient document management and collaboration.


At first, I didn’t realize this was a different company from Dropbox, but it is. To me, Box offers more value for the cost. I primarily use Google Drive for my document management and file sharing but I keep Box as a back up in case someone cannot access a file in Google Drive for some reason. 


Check out Box here:
https://www.box.com/

Ready to dive deeper and learn more about these options and other business solutions? Join me for a FREE webinar, "Becoming a Calmpreneur: Stress-Free Solutions & Tools for Your Business"! The webinar will be Monday, February 19th at 6pm. 


Reserve your spot now and invest in your well-being as an entrepreneur.
https://soulesta.kartra.com/calendar/calmpreneurwebinarfeb2024


P.S. Share this blog with any entrepreneurs you know who could use some guidance on document management tools!


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