All posts in Document Management

How to Create SOP Templates

Professional building an SOP template in a workflow interface with numbered steps for Purpose, Scope, and Procedure

An SOP template is a reusable document that standardizes how a procedure is written, followed, and enforced. Instead of starting from scratch every time, you build the template once and run it for every new instance of the process.

Creating SOP templates that actually get followed requires more than a blank document. You need clear structure, defined steps, assigned owners, and a system that enforces execution. This guide walks through the process step by step, from defining the procedure to building a template your team will use consistently.

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18 Software Documentation Tools that Do The Hard Work For You

Black-and-white technical documentation lead inspecting a code annotation magnifier for software documentation tools.

Without documentation, software is a black box. People can use it, but they cannot easily see how it works, why it behaves the way it does, or what to do when something changes.

Software documentation turns that black box into a glass box. It explains how software works, how to use it, how to maintain it, and how teams keep that knowledge accurate as the product evolves.

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How Lion Containers Achieved Three ISO Certifications with Process Street

Lion containers case study

Lion Containers Ltd is the UK’s leading shipping container conversion and modification company, transforming standard shipping containers into bespoke modular projects; from secure storage solutions and office units to pop-up shop complexes complete with insulation, electrics, solar panels, and full-length windows.

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How to Attach Files to your Standard Operating Procedures

How to attach files to your standard operating procedures

Standard operating procedures only work when they contain everything a team member needs to execute correctly. That means the SOP itself is rarely enough on its own. The supporting files, compliance forms, reference documents, training videos, and templates that sit alongside each procedure are what turn a static document into an executable, auditable process.

Attaching files directly to your SOPs eliminates the most common failure mode in process execution: someone following the steps but missing a critical resource because it lived in a different folder, a shared drive, or someone’s email inbox.

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Use this Interactive Project Proposal Template (and Ditch Microsoft Word)

Project Proposal Template

Do you need a project proposal template?

If so, we’re happy to help!

When getting a project approved, you need to submit all pertinent information to stakeholders and then get their approval to start. This means listing the project’s background, timeframes and expenses in an easily digestible document.

Traditionally, this has been done in Microsoft Word or on paper, but by using Process Street you can generate as many proposals as you like just by running a checklist of this template and filling in the form fields. When the stakeholders sign off on the document, all they need to do is click the checkbox next to their name, and Process Street will log the activity.

Check out the project proposal template below, and when you’re done, scroll down for a breakdown of the steps and how it all works:

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What is ISO 9001 Certification? How to Get Certified (For Beginners)

ISO 9001 certification

ISO 9001 certification is an international standard for defining a quality management system (QMS). It outlines various criteria (or standards) to define quality management principles such as focusing on the customer, optimizing leadership and management within the organization, improving and fine-tuning internal processes, and general methods of continuous improvement.

If you’re working toward ISO 9001 certification or maintaining it, Process Street’s ISO 9001 software can help you document, manage, and improve your quality processes with ease.

Let’s break down each of the components of and ISO 9001 certification.

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Introducing Pages: Your Free-For-Everyone Home for Team Knowledge

announcing pages

Way back in 2013, in a converted horse stable in Buenos Aires, the first version of Process Street was just starting to come together.

From day one, we were inspired by the concept of a repeatable checklist. We still love checklists. And we’re still guided by that initial concept. But we’ve come a long way.

Over the years, we’ve evolved checklists into Workflows and grown our Workflows product in new and exciting ways. Workflows continues to be a cornerstone of the Process Street platform with even more exciting developments in the works.

Now, we’re excited to announce Pages: a new, companion product to Workflows. It’s the latest step in evolving Process Street from a repeatable checklists tool to a complete, modern process management platform.

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File Naming Conventions: How to Optimize Document Management

file naming conventions

This is a guest post written by Ashley Ferro, a freelance content writer & copywriter specializing in SEO content marketing.

It’s all too common to find yourself wading through your organization’s shared folders in search of the file you’ve been asked to review:

  • PROJECT-PROPOSAL-NEW-v5.doc
  • Project_proposal_2020_final+edits.doc
  • THIS_is_the_final_proposal_(old-version).PDF

Why does this happen? Why can’t everyone just use proper file naming conventions? The reasons can be lack of proper internal policy or procedure for naming and organizing files, lack of any consideration for folder or information architecture, and just plain carelessness.

With a small amount of effort, you can establish proper file naming conventions and avoid this kind of document spaghetti. The more organized you can be with your internal information, the more efficient and effective you can be in your business goals.

Just imagine – seeing neat, intuitively named folders, knowing which folders contain the documents you’re looking for, and – take a seat – having confidence that the file you’re about to click on will be what you expect it to be.

In this Process Street article, we’ll cover:

  • File naming conventions: Best practices & tips
  • The Dewey Decimal file naming convention
  • Process standardization vs process harmonization
  • How we organize internal processes at Process Street
  • How to organize the perfect process library

  • Let’s go!

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    What is Form Automation Software? How to Pick the Best Form Software

    form automation software

    I have a riddle for you:

    What has four sides, often goes missing, comes from trees, and can be expensive to reproduce?

    I’ll give you a hint.

    It wastes up to 40% of on-the-job time, and about $120 billion per year in the US alone.

    Need another?

    Around 7.5% of them will be lost or misplaced each year (about one lost every 12 seconds), and for each that gets lost you’re looking at a loss of between $350 to $700 in employee time.

    Did you get it yet?

    Condescending sarcasm aside, I am of course talking about paper forms. But this article isn’t about paper forms, per se; it’s about how you can get rid of paper forms in your business with form automation software.

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    Free Meeting Minutes Template and Top Tips to Effectively Record Your Meeting Minutes

    Free Meeting Minutes Template and Top Tips to Effectively Record Your Meeting Minutes

    Following a pre-planned meeting agenda can decrease meeting time by 80%.

    Despite this, less than half (37%) of U.S. meetings follow a set agenda.

    Why, when the time savings of doing so are substantial? When time = money, it doesn’t take a genius to visualize the knock-on effects this has to an organization’s bottom-line.

    Using a Meeting Minutes Template will establish processes to clearly define and set the meeting agenda before the meeting has begun, saving you both time and money.

    In addition, a Meeting Minutes Template offers legal protection, provides meeting structure, documents state ownership, drives action, serves as a reference point, helps avoid repetition, and offers a platform for open communication.

    Sounds good right?

    So good that the content creation team here at Process Street give you this comprehensive guide, so you can effectively record meeting minutes in your business and line of work. You are provided with our free Meeting Minutes Template, to be used in conjunction with 3 more top meeting process templates.

    Click on the relevant subheader below to hop to that section. Alternatively, read all to discover our secrets for how you can become a pro meetings note taker .

    Let’s get stuck in!
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